Stake x The Patient Investor Promotion Terms and Conditions

Last updated 20 November 2024

Overview

The Stake x The Patient Investor Promotion (Promotion) is run by Stakeshop Pty Ltd (Stake) and The Patient Investor Pty Ltd and is subject to these Terms and Conditions (Promotion Terms and Conditions).

Definitions

Unless specified otherwise, capitalised terms that are not defined in these terms have the meaning given to them in the Stake Terms and Conditions.

Eligible Transfer means a successful deposit of A$10,000 submitted by an Invited Customer within the Invitation Period.

Subscription means subscription access to The Patient Investor.

Invitation Period means seven (7) days from the date and time at which an Invited Customer receives an invitation to participate in the Promotion.

Invited Customer means a customer who receives an invitation to participate in the Promotion from Stake.

Promotion Period

The Promotion is from 1st November 2024 - 15th December 2024 (inclusive).

Invitation

Each Invited Customer who satisfies the eligibility criteria set out in these terms will receive a free twelve (12) month subscription to The Patient Investor, subject to these Promotion Terms and Conditions.

Eligibility Criteria

To be eligible to receive the reward for this Promotion, you must; 

  1. be an Invited Customer; and 

  2. create a Stake account using referral code to ‘ICFREE’; and

  3. submit an Eligible Transfer to your Stake account in the Promotion Period; and

  4. receive an email confirmation from Stake that the submission of an Eligible Transfer is accepted.

Reward

Customers who meet the eligibility criteria will receive a free subscription to The Patient Investor for one calendar year, unless explicitly stated otherwise in any promotion offer. 

Limitations

The subscription is not transferable and will be activated by The Patient Investor within 10 business days of the eligible transfer.

Eligible customers funding their Stake account participating in this Promotion are still subject to funding fees where applicable, please see our payment methods pricing

Restrictions

The Promotion is available to Australian customers only. Customers are not eligible to set up multiple accounts to claim more than one free subscription.

Financial Advice Disclaimer

This Promotion does not constitute financial advice and it is not intended to imply any recommendation or opinion about investing in securities or financial products. Stake recommends that you do your own research and consider speaking to a licensed financial adviser to ensure you make informed investment decisions that take into account your personal objectives, financial situation and needs (which Stake does not take into account). 

Termination and Changes

Stake may suspend or terminate the Promotion or a customer’s ability to participate at any time for any reason without prior notice, including during the Promotion Period. Stake reserves the right to suspend accounts or refuse to provide subscription access if Stake notices any activity it believes is abusive, contrary to Stake’s brand values, fraudulent or in violation of these terms, the Stake Terms and Conditions or the Customer Code of Conduct

Severability

If any provision in these terms is held to be invalid, void, or unenforceable, such provision (or the part of it that is making it invalid, void or unenforceable) will be struck and not affect the validity of and enforceability of the remaining provisions.

Applicable Law

These terms are governed by and constructed in accordance with the laws of New South Wales, Australia, and shall be subject to the exclusive jurisdiction of the courts of New South Wales.

Updates to the Promotion Terms and Conditions

Stake can update these terms at any time without prior notice. If Stake modifies these terms, Stake will post the modification on the Stake website and app which are effective upon posting. Continued participation in the Promotion after any modification shall constitute consent to such modification.


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Stakeshop Pty Ltd, trading as Stake, ACN 610 105 505, is an authorised representative (Authorised Representative No. 1241398) of Stakeshop AFSL Pty Ltd (Australian Financial Services Licence no. 548196). Stake SMSF Pty Ltd ACN 648 283 532 (‘Stake Super’) is not licensed to provide financial product advice under the Corporations Act. This specifically applies to any financial products which are established if you instruct Stake Super to set up a self managed super fund (‘SMSF’). When you sign up to Stake Super, you are contracting with Stake SMSF Pty Ltd who will assist in the establishment of a SMSF under a ‘no advice model’. You will also be referred to Stakeshop Pty Ltd to enable your trading account and bank account to be set up in order to use the Stake Website and/or App. For more information about SMSFs, see our SMSF Risks page. The information on our website or our mobile application is not intended to be an inducement, offer or solicitation to anyone in any jurisdiction in which Stake is not regulated or able to market its services. At Stake and Stake Super, we’re focused on giving you a better investing experience but we don’t take into account your personal objectives, circumstances or financial needs. Any advice given by Stake is of a general nature only. As investments carry risk, before making any investment decision, please consider if it’s right for you and seek appropriate taxation and legal advice. Please view our Financial Services GuideTerms & ConditionsPrivacy Policy and Disclaimers before deciding to invest on or use Stake or Stake Super. By using our website or service in any way, you agree to our Privacy Policy and Terms & Conditions. All financial products involve risk and you should ensure you understand the risks involved as certain financial products may not be suitable to everyone. Past performance of any product described on this website is not a reliable indication of future performance. Stake and Stake Super are registered trademarks in Australia.

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