Refer your friends and relatives to open Mutual Fund Direct account to enjoy HK$100 supermarket voucher

Existing Mutual Fund Direct customers (“Referrers”) who refer friends and relatives (“Referees”) to open Mutual Fund Direct account will enjoy HK$100 supermarket voucher for every successful referral.

How it works?

  1. Share your referral code to Referees.
  2. Referees need to provide your referral code when they meet up with our consultant.
  3. You will enjoy HK$100 supermarket voucher for every successful referral of a relative or friend to open a Mutual Fund Direct account during the promotion period. 

Promotion Period:

From now till December 31, 2022.

Open Principal Mutual Fund Direct account here

Who will be eligible for this referral program?

To be eligible for the Referral Program, the Referrer:

  • must be a valid account holder of Mutual Fund Direct
  • has successfully referred a Referee to open Mutual Fund Direct account during the promotion period 
  • must not refer themselves as a Referee.

To be eligible for the Referral Program, the Referee:

  • must not be existing Mutual Fund Direct account holder 
  • must not be customers who has closed any Mutual Fund Direct account in the previous 12 months prior to the month the account is opened
  • who has been successfully referred by one Referrer cannot be referred by other Referrers repeatedly

Terms and Conditions

  1. Existing Mutual Fund Direct customers (“Referrers”) who invite their friends and relatives (“Referees”) to enrol in and be a new customer of Mutual Fund Direct during the promotion period can enjoy the Referral Reward.
  2. Eligible referrers will receive a notification with redemption letter for redeeming two HK$50 supermarket vouchers total valued at HK$100 by email the following month after their referees’ Mutual Fund Direct accounts are approved and successfully opened.
  3. A limited quota is offered for this promotion. Principal Investment & Retirement Services Limited reserves the right to amend the terms and conditions of this promotion and to postpone or cancel this promotion without further notice.
  4. Principal Investment & Retirement Services Limited reserves the right of final decision in case of any dispute.
  5. English version of these terms and conditions of this promotion shall prevail if any discrepancy exists between the English and Chinese versions.