Special Promotional Anniversary Offer - Terms and Conditions

Between April 1st 2019 and May 31st 2019, Personal Capital Advisors Corporation (“Personal Capital”) is offering clients who add additional funds to their Personal Capital portfolio, 1 month free advisory service on every $100,000 in added funds and ½ month free advisory service on every $50,000 in added funds as follows:

Add $100,000: Receive 1 month free advisory service on the $100,000 balance

Add $50,000: Receive 1/2 month free advisory service on the $50,000 balance (calculated as 1/24th of 1 year)

The free month applies only to the added fund balance and is capped at a maximum of 12 free months. In order to be eligible, you must deposit at least $100,000. You must hit the incremental $50,000 threshold in added funds in order to receive each additional ½ month free. For example, in order to receive 2.5 months free, you must deposit no less than $250,000.

Eligibility period to “pledge” additional funds begins on your anniversary date (as stated in your email offer for this promotion) and ends 30 days after your anniversary date (“pledge period”). A “pledge” is a verbal or email confirmation stating intention to add a specific dollar amount and must be received by your Financial Advisor within the pledge period. Accounts must then be funded within 30 days of the pledge date. Free months are credited starting in the calendar month added funds are received.

All cash, eligible securities, and/or margin debit balance transfers from external sources will be valued at the time those assets are received into your account. Account holders must maintain the minimum qualifying additional funding (minus any losses related to trading or market volatility, or margin debit balances) for the period of free months granted to remain eligible for this promotion. Personal Capital reserves the right to modify these terms and conditions or terminate this offer at any time. This offer is not transferable, not valid with internal transfers and may not be combined with other offers.

You are encouraged to consult with your tax advisor to discuss appropriate tax reporting requirements. Employees of Personal Capital are not eligible for this offer. If you have any questions, please contact Personal Capital at 1-855-855-8005.

Personal Capital Advisors Corporation is an investment advisor registered with the Securities and Exchange Commission (“SEC”). Any reference to the advisory services refers to Personal Capital Advisors Corporation. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. Past performance is not a guarantee of future return, nor is it necessarily indicative of future performance. Keep in mind investing involves risk.

 


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