Terms of Conditions for Referree

This offer is valid only for new individual accounts with Vested Finance Inc (“Vested”). The referring friend who sent you this invitation is a Vested client and has done so through the Vested Referral program. This invitation does NOT constitute a statement of your friend’s experience with, or endorsement of, Vested. Subject to satisfying the terms and conditions of the promotion, Vested will deposit up to $5 of bonus funds into your Vested account. After your account is opened and KYC approved, Vested will also deposit up to $5 of bonus funds into your referring friend’s account. Your referring friend may also be eligible to receive up to $5 in bonus funds for every additional “Qualifying New Account” they refer up to a total of $500 per year. Under certain conditions, other fees including applicable DriveWealth custodial fees, withdrawal and ancillary fees may apply.

To participate in this bonus offer you must (1) complete the account opening process of a Qualifying New Account and (2) be KYC-approved. Additional terms and conditions of ownership of the bonus funds is outlined in section 11 of the Vested’s Advisory Agreement. Vested is not responsible for incorrect entry or other failure on your part to meet standards for qualifying for the bonus. You also acknowledge and accept that the individual who referred you to Vested will be notified when you open a Vested account. This promotion is not valid with any other offers and is non-transferrable. Offer available to Indian Residents only. Vested reserves the right to terminate this offer at any time and to refuse or recover any promotion award if Vested determines that it was obtained under wrongful or fraudulent circumstances, that inaccurate or incomplete information was provided in opening the account, or that any terms of the Advisory Agreement have been violated.Vested Finance is an SEC registered investment adviser. You may view Vested’s ADV at https://www.adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=299272.