Terms Conditions 6 Month Fee Reduction

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This is a summary of the key conditions to enjoy a six-month fee reduction. It does not replace the full Terms of Business that govern your CONNECT account.

  • Deposit and invest with CONNECT by Crossbridge.
  • Maintain the minimum balance of US$ 50,000 in your CONNECT account for a minimum of 12 months
  • Receive a reduction in the advisory fee charged to you in the first six months of investing.
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  1. This offer is open to a New Customer who has cleared funds in their CONNECT account of US$50,000 (“Minimum Deposit”) or more.
  2. Under the terms of this offer Crossbridge Capital Asia Pte Ltd (“we”, “our” or “us”) will reimburse to the New Customer up to the full amount of the fee charged to you during the Fee Period in relation to the investment products within the New Customer’s CONNECT account.
  3. “New Customer” is defined as a person who has not previously opened an account with CONNECT.
  4. “Fee Period” is defined as the first six months from the date the Minimum Deposit was received into the New Customer’s CONNECT account.
  5. The New Customer’s reimbursement will be credited to their CONNECT account within 45 days from the end of the Lock-in Period.
  6. “Lock-in Period” is defined as 12 months from the date the Minimum Deposit was received.
  7. The New Customer will not be eligible for the reimbursement if at all during the Lock-in Period funds are withdrawn from the New Customer’s CONNECT account that result in the total of any cash balance plus any Amounts Initially Invested to fall below the Minimum Deposit (the “Annual Balance Requirement”).
  8. “Amounts Initially Invested” is defined as the USD equivalent value of the total of all initial amounts invested in any investment product in your CONNECT account including any increase in value of the investments that may occur. Market fluctuation which may decrease the value of your investment will not be taken into consideration for Amounts Initially Invested.
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    1. This offer cannot be used in conjunction with any other New Customer promotion.
    2. We reserve the right to amend, withdraw or restrict this promotion at any time without notice (although this will not apply to registered users that have taken the offer up at the time of withdrawal).
    3. We are the sole arbiter of these rules and any other issue arising under this promotion.
    4. An invitation to participate in this offer does not provide assurance that you will be accepted as a New Customer.
    5. If gaming of the system is found, we reserve the right to remove all promotions from the customer’s account.
    6. Our Terms of Business to your use of CONNECT and your account apply and are not affected in any way by this offer.
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Simply pick a time that is convenient for you and we will contact you.

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