†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. 优惠活动时间为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. 可投资资产不包括任何限制交易、遭停牌的证券，或未能提供道明自管投资认可的独立现值评估的非上市证券。
d. 有效资产将按照存入新账户的加元和美元计价资产的总额计算。美元余额均将换算为加元以确定是否符合优惠资格。
e. 如果客户开设多个新账户，则有效资产将按照转入新账户的资产总额计算。 The client will only be eligible to claim a single One-time Cash Award under these terms.
3. 在2024年6月30日前保持新账户中的有效资产不低于最低水平：
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into the account after April 30, 2024 and do not form part of the Qualifying Assets, the value of those assets may be withdrawn without affecting the valuation of the Qualifying Assets.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. 保证金借贷结余允许计入账户余额，并且不计入资产级别。
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，轻击 [My TD Rewards]。然后从合作伙伴列表中选择[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.
· 此优惠可能随时更改、延长或取消，恕不另行通知。如果我们提供通知，我们将通过电子方式发送通知。我们保留在通知或不通知客户的情况下自行酌情对我们发现或认为正在操纵或以其他方式破坏优惠活动流程、公平性、完整性或运行的任何个人或持卡人暂停、限制、撤销优惠或取消其参与资格的权利，包括我们认为与我们的整体客户关系不良的任何人。Starbucks也可以在通知或不通知客户的情况下限制、取消或终止任何个人或持卡人参与此优惠活动的能力。本优惠可与账户享受的任何其他优惠同享。道明银行对Starbucks Rewards计划的任何方面，包括根据Starbucks Rewards计划提供的任何产品或服务，或任何行为或遗漏概不负责。Starbucks对“My TD Rewards”、管辖合资格TD卡的条款（包括与合资格TD卡关联的适用奖励计划条款和条件）或道明银行提供的任何服务和产品不承担任何责任。
· 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获得的关于您作为Starbucks客户或优惠活动参与者的任何信息均受Starbucks隐私协议的约束。
合作Starbucks门店是指位于加拿大并支持Starbucks Rewards计划的Starbucks门店。要查找可兑现Starbucks Rewards的Starbucks商店，请前往www.starbucks.ca/store-locator，并寻找将“Redeem Rewards（兑换奖励）”列为商店便利设施之一的商店即可。免费食物和饮品奖励可在合作门店兑换，但不包括含酒精饮料和大份量食物。Starbucks可随时自行酌情调整每一档所包含的商品。请参阅starbucks.ca/rewards了解详情。
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.
其他条款与条件：
· 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. 良好记录是指新账户不能有借贷结余或追缴保证金通知的情况。保证金账户可存在借贷结余。
· To receive the One-time Cash Award, the client must not have had an existing TD Easy Trade™ account open on November 01, 2023.
· 道明银行集团的员工可享受此优惠。
· 此优惠可能随时更改、延长或取消，恕不另行通知。
· 对于用于参与此优惠的账户，此优惠不能与任何其他优惠同时使用。
· The offer is not transferable.现金奖励可能产生税费。客户应咨询其个人税务顾问以获取更多信息。对于注册计划，现金奖励将直接发放到计划账户中，不会被视为供款。
· 利息、股息和账户费用将不包括在用于账户资格认定的计算中。
· 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.
奖励发放条款：
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. 基于截至2023年8月的数据。访问www.moneysense.ca了解详情。
道明自管投资、道明财富财务策划和道明财富私人投资咨询部均为道明银行下属部门道明宏达理财加拿大有限公司 (TD Waterhouse Canada Inc.) 的分部。
道明财富私人全权托管投资部代理道明宏达理财私人全权托管投资有限公司提供的产品和服务，道明宏达理财私人全权托管投资有限公司是道明银行的子公司。
道明财富私人信托服务由The Canada Trust Company提供。
TD简易交易是道明银行子公司TD Waterhouse Canada Inc.下属部门道明自管投资提供的一项服务。
道明财富Advice Connect是道明财富财务策划的一项服务，后者是TD Waterhouse Canada Inc.的一个部门。
道明银行集团 (TD Bank Group) 是指道明银行及旗下提供存款、投资、贷款、证券、信托、保险、 其他产品或服务的附属机构。
® TD标志和其他TD商标为道明银行或其子公司的产权。
* Visa International Service Association的商标，经许可使用。
® Aeroplan是Aeroplan Inc.的注册商标，经许可使用。
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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