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From today onwards you have the opportunity to invite your friends, acquaintances and family members to Intelligent investing. What do you get in return for inviting your friends to Finax and how can you invite them?

Team Finax | News | 4. December 2019

Finax launched another new and unique feature in Slovakia for its clients – invite your friends. With this addition to the online overview, Finax team keeps its promise to gradually expand and improve its services. And that is only the beginning.

If you are satisfied with our unparalleled Intelligent Investing service, we would be glad, if you would share this information with your surroundings so that your friends can also work with their money effectively.

Schedule a 15 minute phone call for free

We will help you get started and learn more about Finax.

Discount for a recommendation

As a reward for recommending Finax, you will get a discount - we will manage part of your portfolio free of charge. If your friend responds to your invitation, opens a Finax account within 30 days and starts investing, both of you will get a fee reduction on either € 500, € 2,000 or € 10,000, depending on the amount of the friend's investment, that will be managed free of charge for 5 years.

In addition, your friend may also receive a discount on the transfer of their investments to Finax from another financial institution. Rewards can be combined. Because of them, you can get effectively managed portfolios of investments in ETF index funds at an absolutely unrivaled price.

You can read more about discounts here. Thanks to discounts, you can intelligently invest for free.

How to recommend Finax to a friend?

Like all the features and the entire Intelligent Investing process, we also tried to make the invitations as simple and user-friendly as possible.

To invite your friends, we've created a separate section that can be accessed by clicking the Invite Friends button in the top right corner of the main menu in the online account overview. This section gives you a handy overview of the invitations you have sent, your friends' open accounts, and the number of active accounts from which you have received a discount.

By clicking the Invite a Friend button on the right side of the screen a sidebar will pop up where you can enter the email address of a friend you want to send an invitation to. Inviting a friend to use Finax services is done by sending a predefined mail that you can view before sending it.

You can send an invitation to any number of your friends. Our system keeps track of the email addresses to which the invitation was sent to for 30 days. If the new client registers with the email address to which the invitation email was sent during this period, the discount is applied to both the sender and the recipient of the message.

If you want to showcase our services to your friends, help them familiarize with Finax and its user interface, you can use transparent account of Dominik Hrbatý. 

Intelligent investing in every household

The goal of Finax is to make inexpensive and effective investments available, without the need of paying taxes, and to try to spread this message into every household. We want to build a community of people in Slovakia that cares about their finances and that wants to be financially educated.

Help us with spreading this message in Slovakia. Help your friends and we will reward you for that.

Intelligent investing means higher returns, low fees, no income tax, and an attractive user interface with an online advisor.

Achieve higher returns 

Try invest tax smart with low cost ETF funds.

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