Fundlater
Fundlater
Help Centre Help Centre
Can't find your answer? Use our chat function on the bottom right and one of our team will help you out.
Referral Program

Referring an investor

No, you can only refer members who do not already have an active paid account with the InvestSMART Group.  You cannot refer yourself and we reserve the right to check your eligibility and refuse your eligibility at our sole discretion.

You or your referee will receive your referral reward of $100 within three months of your referee either paying for their subscription or funding their investment account.

You will receive that credit to your subscription account. If you do not have a subscription account, you will receive the $100 referral reward as a credit to your investment account.

If you or your Referee close your investment account before the credit has been applied, then you will not be eligible to receive the credit.

You will receive the $100 referral reward if your family or friend acquires any eligible InvestSMART product or service.

Referrer has this product or service The referee is obtaining this product or service Reward Paid?
InvestSMART PMA InvestSMART PMA Y
InvestSMART PMA Eureka Report or Intelligent Investor Subscription Y
Eureka Report or Intelligent Investor Subscription Eureka Report or Intelligent Investor Subscription Y
Eureka Report or Intelligent Investor Subscription InvestSMART PMA Y

 

Related topics

No. You (as the "Referrer") will receive the $100 referral credit only if you have an active account for one of our eligible products or services and refer your family or friend to an eligible product or service.

No, you can only refer someone who is not an existing member of InvestSMART or one of InvestSMART Group's services. Referal benefits cannot be applied retrospectively.

Your friend or family member needs to use your Personalised Referral Code when joining an InvestSMART Group service. You can find this Code in your My Account > Refer Friends.

Your friend or family needs to either pay for their subscription or fund their investment account within 90 days from the day that the referral code is generated.

No, there is no limit to how many friends and family you refer.  But you will only receive the $100 referral reward once per friend (even if they purchase more than one InvestSMART product).

The referral reward will be applied as a default to your subscription account. This means that if you have a subscription to either Eureka Report or Intelligent Investor, you will receive $100 credit to your subscription account to use at your next renewal.

If you do not have a subscription to either Eureka Report or Intelligent Investor, then you will have $100 deposited into your PMA account.

The credit amount will be applied within three months after your referee has either paid for their annual subscription or funded their investment account.