†TD Easy Trade™ 2024 Winter Offer (("the “Offer”)")
TD Direct Investing is offering a One-time Cash Award, Bonus Stars, and a One-time Ongoing Transfer Award to any qualifying new TD Easy Trade™ client or existing TD Direct Investing client who is of age of majority in their province or territory by March 31, 2024. 優惠活動時間為2023年11月01日至2024年3月31日。
One-time Cash Award Details:
To qualify for the One-time Cash Award, a client must:
1. Open a NEW TD Easy Trade™ account (“New Account”) by March 31, 2024 using the promo code READYNOW or PRETMAINTENANT. The account type opened must be a single accountholder: Cash, Tax Free Savings Account (TFSA), or Registered Retirement Savings Plan (RRSP) account1. Locked-in registered, non-personal and joint accounts2 do not qualify for this offer.
2. Transfer into the New Account $50 or more in investable assets or cash from another Canadian financial institution(s) or a TD Canada Trust account ("Qualifying Assets") by April 30, 2024 noting:
a. The Qualifying Assets must be in the New Account by no later than April 30, 2024;
b. Transfers originating from pre-existing TD Easy Trade™, TD Direct Investing, TD Wealth Financial Planning, TD Wealth Advice Connect, TD Wealth Private Investment Advice, TD Wealth Private Trust and TD Wealth Private Investment Counsel accounts are not included in the Qualifying Assets.
c. 可投資資產不包括任何限制交易、遭停牌的證券，或未能提供道明自管投資認可的獨立現值評估的非上市證券。
d. 有效資產將按照存入新賬戶的加元和美元計價資產的總額計算。美元餘額均將換算為加元以確定是否符合優惠資格。
e. 如果客戶開設多個新賬戶，則有效資產將按照轉入新賬戶的資產總額計算。 The client will only be eligible to claim a single One-time Cash Award under these terms.
3. 在2024年6月30日前保持新賬戶中的合資格資產不低於最低水平：
a. If a client withdraws, deregisters, or transfers assets from their New Account(s) at any time before June 30, 2024 following the transfer(s) of the Qualifying Assets (the "Qualification Period"), such amounts will be subtracted from the value of their Qualifying Assets. If such withdrawals, de-registrations, or transfers during the Qualification Period reduce the amount of the client’s Qualifying Assets below $50, no One-time Cash Award will be granted. Notwithstanding the foregoing, if assets are transferred into the account after April 30, 2024 and do not form part of the Qualifying Assets, the value of those assets may be withdrawn without affecting the valuation of the Qualifying Assets.
b. 保證金借記結餘允許計入賬戶餘額，並且不計入資產級別。
The One-time Cash Award for Qualifying Assets of $50+ is $50 cash.
Bonus Stars Details:
Clients are eligible to receive the bonusBonus of 2,000 Stars (“("Bonus Stars”)") into their linked Starbucks®
Rewards account when they complete the following actions:
1) Qualify for the One-time Cash Award described above.
2) Link an eligible TD Credit or TD Visa Debit Card to their Starbucks Rewards account. Eligible TD cards are TD First Class Travel Visa Infinite, TD Platinum Travel Visa, TD Rewards Visa, TD Business Travel Visa, TD Aeroplan Visa Infinite Privilege, TD Aeroplan Visa Infinite, TD Aeroplan Visa Platinum, TD Aeroplan Visa Business, TD Cash Back Visa Infinite, TD Cash Back Visa, TD Emerald Flex Rate Visa, TD Low Rate Visa, TD Business Cash Back Visa, TD Green Visa, TD Venture Line of Credit Visa, TD Business Select Rate Visa, and TD Access Card with Visa Debit.
3) Clients must link their eligible TD Cards to their Starbucks Rewards account before April 30, 2024. Clients must keep their accounts linked to their Starbucks Rewards account until August 31, 2024.
Clients may link their eligible TD Card to theirthe Starbucks® Rewards accountaccounts by following the following 3 steps:
1) Sign into EasyWeb or the TD app
2) Select the card/account. On the EasyWeb, click the Manage tab and select My TD Rewards.在TD App中，輕觸 [My TD Rewards]。然後從合作夥伴列表中選擇[Starbucks]。
3) Link your TD Credit Cards or Access card with Visa Debit to your Starbucks Rewards account. If you do not have a Starbucks Rewards account you can join while you link.
Please refer to the following page for more details on linking your TD Card with Starbucks Rewards: https://www.td.com/ca/en/personal-banking/products/credit-cards/starbucks
Further Terms & Conditions for Bonus Stars available under this Offer:
· You can only access [and must opt-in to] this Offer in My TD Rewards which is available through your TD EasyWeb Account and/or TD mobile app account. This limited time Offer and the terms that apply to this Offer are in addition to the standard terms for earning Starbucks Stars when using a linked Eligible TD Card as the payment method in the Starbucks app for Eligible Purchases made at a Participating Starbucks Store ("Standard Terms"). Please visit td.com/starbucksoffer for full Standard Terms.
· 此優惠可能隨時變更、延長或取消，恕不另行通知。如果我們提供通知，我們將通過電子方式發送通知。 我們保留在通知或不通知客戶的情況下自行酌情對我們發現或認為正在操縱或以其他方式破壞優惠活動流程、公平性、完整性或運行的任何個人或持卡人暫停、限制、撤銷優惠或取消其參與資格的權利，包括我們認為與我們的整體客戶關係不良的任何人。Starbucks亦可以在通知或不通知客戶的情況下限制、取消或終止任何個人或持卡人參與此優惠活動的能力。本優惠可與賬戶享受的任何其他優惠同享。道明銀行對Starbucks Rewards計劃的任何方面，包括根據Starbucks Rewards計劃提供的任何產品或服務，或任何行為或遺漏概不負責。Starbucks對 [My TD Rewards]、管轄合資格TD卡的條款（包括與合資格TD卡連接的適用獎勵計劃條款與細則）或道明銀行提供的任何服務和產品不承擔任何責任。
· By choosing to participate in this Offer and link an Eligible TD Card, you agree TD may disclose information to Starbucks about your transactions as well information from TD Rewards and the Starbucks Rewards program in order to administer the Offer. This includes information about your TD and Starbucks Rewards memberships and balances, the time and amount of a transaction, how a transaction was completed, and any rewards points you transfer to Starbucks Stars. Any information you provide directly to TD or that TD obtains about you as a TD Bank customer or participant in the Offer will be governed by TD's Privacy Policy.您直接向Starbucks提供，或Starbucks獲得您作為Starbucks客戶或優惠活動參與者的任何資料均受Starbucks私隱協議約束。
合作Starbucks門店是指位於加拿大並支持Starbucks Rewards計劃的Starbucks門店。要查找可兌現Starbucks Rewards的Starbucks商店，請到www.starbucks.ca/store-locator，並尋找列有「Redeem Rewards（兌換獎勵）」為商店便利設施之一的商店即可。免費食物和飲品獎勵可在合作門店兌換，但不包括含酒精飲料和大份量食物。Starbucks可隨時自行酌情調整每一檔所包含的商品。請參閱starbucks.ca/rewards了解詳情。
One-time Ongoing Transfer Award Details:
Clients are eligible to receive a One-time Ongoing Transfer Award in the amount of $50 if they:
1. Qualify for the One-time Cash Award.
2. Set up at least one Monthly Contribution Plan 3 ("MCP") or Pre-Authorized Debit ("PAD") for transfer into at least one New Account, noting the minimum set up amount for a new MCP or PAD must be $100.
3. Complete the first MCP or PAD transfer by April 30, 2024.
4. Complete MCP or PAD transfers for a minimum of 3 consecutive months
A client may only claim a single One-time Ongoing Transfer Award under the terms of this offer.
其他條款及細則：
· To receive a One-time Cash Award and One-time Ongoing Transfer Award, a client must keep the New Account open, funded and in good standing with TD Easy Trade™ until August 31, 2024. 良好記錄是指新賬戶不能有借貸結餘或追繳孖展通知的情況。保證金(孖展)賬戶可存在借貸結餘。
· To receive the One-time Cash Award, the client must not have had an existing TD Easy Trade™ account open on November 01, 2023.
· 道明銀行集團的員工可享受此優惠。
· 本優惠可能隨時會變更、延長或取消，恕不另行通知。
· 對於用於參與此優惠的賬戶，此優惠不能與任何其他優惠同時使用。
· The offer is not transferable.現金獎勵可能產生稅金。客戶可諮詢其個人稅務顧問以獲取更多資訊。對於註冊計劃，現金獎勵將直接發放到計劃賬戶中，不會被視為供款。
· 利息、股息和賬戶費用將不包括在用於賬戶資格認定的計算中。
· The maximum total award per client for the One-time Cash award and One-time Ongoing Transfer Award is $100.
· The maximum total award per clients for the One-time Cash award, Bonus StarsAward, and One-time Ongoing Transfer Award is $100 and 2,000 Bonus Stars.
獎勵發放條款：
The cash award will be paid in Canadian dollars to eligible New Account(s) by August 31, 2024.
Clients eligible for the Bonus Stars will be awarded 2,000 Stars into their Starbucks Rewards account that is linked to eligible TD cards by August 31, 2024.
Where the client's Qualifying Assets are transferred to a single New Account, the One-time Cash Award portion of the award will be deposited into that account. Where the client's Qualifying Assets are transferred to multiple New Accounts, the One-time Cash Award portion of the award will be divided and deposited to each account in proportion to the value of the Qualifying Assets transferred into each New Account.
1 Refers to the TD Waterhouse Self-Directed Retirement Savings Plan and the TD Waterhouse Tax-Free Savings Account
2 Refers to the TD Waterhouse Self-Directed Education Savings Plan, the TD Waterhouse Self-Directed Retirement Income Fund and the TD Waterhouse Disability Savings Plan
†† MCPs are available for qualifying registered plans, PADs are available for qualifying non-registered plans.
††† Rated best online broker in Canada in the "New Investor" category. 基於截至2023年8月的數據。瀏覽www.moneysense.ca了解詳情。
道明自管投資、道明財富財務策劃和道明財富私人投資諮詢部均為道明銀行下屬部門道明宏達理財加拿大有限公司(TD Waterhouse Canada Inc.)的分部。
道明財富私人全權託管投資部代表道明宏達理財私人全權託管投資有限公司提供的產品和服務；道明宏達理財私人全權託管投資有限公司是道明銀行的子公司。
道明財富私人信託服務由The Canada Trust Company提供。
TD簡易交易是道明銀行子公司道明宏達理財加拿大有限公司下屬部門道明自管投資提供的一項服務。
道明財富Advice Connect是道明財富財務策劃的一項服務，後者是道明宏達理財加拿大有限公司的一個部門。
道明銀行集團 ( TD Bank Group) 是指道明銀行及旗下提供存款、投資、貸款、證券、信託、保險和其他產品或服務的相關公司。
®TD標誌和其他TD商標為道明銀行或其子公司的產權。
* Visa International Service Association的商標，經許可使用。
® Aeroplan是Aeroplan Inc.的註冊商標，經許可使用。
Starbucks, the Starbucks logo, and other Starbucks trademarks, service marks, graphics, and logos used in connection with the Offer are trade names, trademarks or registered trademarks of Starbucks Corporation (collectively “Starbucks Marks”)
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