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We would like to announce the launch of the CC Loyalty Registration Scheme (the “Scheme” or the “Offer”). In this respect, and for a limited time only (until 31st December 2021), Calamatta Cuschieri (CC) will be rewarding all clients (new and existing) who elect to consolidate their investments with CC by transferring their existing securities held with third party brokers, banks and other custodians to CC.
Those clients transferring in their assets during the above-mentioned period will be entitled to receive a one-off loyalty payment (the “Bonus” or “Cash Bonus”) calculated at 0.5% of the underlying asset value being transferred under CC. The bonus will be paid into the cash account attached to the same investment account.
To be eligible for the offer, clients must hold an investment account. The assets can be transferred to Calamatta Cuschieri by completing the Asset Transfer Form. This form is also available from any of our branches or may be requested by sending an email to [email protected]
A copy of the third-party statement indicating the securities to be transferred to CC is to be attached to the Asset Transfer Form. The offer is applicable to all clients irrespective of the account service type, as described in the General Terms and Conditions.
For the purposes of calculating the bonus amount due, any incoming securities will be valued using the closing market price as at the (31st December 2021). In the case of funds, CC will take the Net Asset Value (NAV) of the fund in question as at (31st December 2021). Any non-Euro-denominated securities will be converted into Euro at prevailing exchange rates as at (31st December 2021).
Payment of 0.5% of the value being transferred to Calamatta Cuschieri will be paid directly to the client cash account with Calamatta Cuschieri within one month by the 31st January 2022.
Third party transfer fees incurred in relation to this offer will be reimbursed by Calamatta Cuschieri. Calamatta Cuschieri reserves the right to cap such re-imbursement at up to 0.50% of the value of securities transferred. Any refunds will be deposited in the investment account once the securities are successfully transferred to CC subject to the receipt of the fees charged by the external institution.
The offer is valid during the stipulated period, however Calamatta Cuschieri retains the right to refuse any client at its sole discretion, without providing any justification, or in line with its customer acceptance policy.
Securities eligible for transfer should be unencumbered, with a valid title and only securities held in an account holding under the same name will be accepted.
There might be instances, although unlikely, that securities cannot be added to CC ‘s suite of available securities. In this instance you will be informed accordingly.
The tariff schedule can be found here
By participating in this offer, the client is acknowledging that the above terms and conditions have been read, understood and accepted.
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