‘The Future of Financial Advice Contest II’ - Terms and Conditions

Effective date: June 2, 2021.  Last update: June 2, 2021 (v1.00).

1. Contest Period

Contest begins 7:00 am SGT, June 15, 2021 and ends at 11:59 pm SGT, August 31, 2021. BetterTradeOff reserves the right to extend the contest period beyond August 31, 2021, should it choose to do so.

2. Entry Conditions

To enter a participant must be a registered Up Adviser user as of 11:59 pm SGT, July 31, 2021 and still registered as an Up Adviser user as of 11:59 pm SGT, August 31, 2021.

3. Contest Categories and Judging

Category 1: ‘Top Performer’. This will be awarded to the participating adviser with the highest sales from 15 June to 31 August 2021. To qualify a participant’s sales for this period must be submitted to BetterTradeOff by their CEO or ‘agency head’, in writing, within 10 days of the contest concluding. BetterTradeOff may request clarification regarding the sales figures submitted, and reserves the right to challenge or reject the sales figures submitted.

Category 2: ‘Most Active Adviser’. This will be awarded to the participating adviser who activates and onboards the most clients within the Up Adviser solution during the contest period; as tracked within the solution by BetterTradeOff.

Category 3: ‘Most Client Feedback’. This will be awarded to the participating adviser who generates the most client feedback surveys within the Up Adviser solution during the contest period; as tracked within the solution by BetterTradeOff.

Category 4: ‘Best Client Feedback’. This will be awarded to the participating adviser who provides the client feedback survey within Up Adviser during the contest period, deemed most helpful by BetterTradeOff. BetterTradeOff will assemble an internal team to review the client feedback surveys submitted during the contest period, and select the winner. The client submitting the winning survey will also be awarded a prize. BetterTradeOff reserves the right not share the details of the selected survey publicly, should they choose.

Category 5: ‘Best Adviser Feedback’. This will be awarded to the participating adviser who provides the adviser feedback survey within Up Adviser during the contest period, deemed most helpful by BetterTradeOff. BetterTradeOff will assemble an internal team to review the adviser feedback surveys submitted during the contest period, and select the winner. BetterTradeOff reserves the right not share the details of the selected survey publicly, should they choose.

4. Winner Announcements

The winners will be announced no later than 30 days following the conclusion of the contest. BetterTradeOff reserves the right to share the names of the contest winners publicly in promotional materials, including, but not limited to, social media posts, marketing emails and website banners.

5. The Use of Feedback Surveys

BetterTradeOff reserves the right to use the feedback provided via the client and adviser feedback surveys submitted during the contest period, publicly in promotional materials, including, but not limited to, social media posts, marketing emails and web site banners.

6. Prizes

Category 1: ‘Top Performer’. The winner of this category will receive a $1,000.00 (SGD) CapitaLand voucher (‘CapitaVoucher’).

Category 2: ‘Most Active Adviser’. The winner of this category will receive a $600.00 (SGD) CapitaLand voucher (‘CapitaVoucher’).

Category 3: ‘Most Client Feedback’. The winner of this category will receive a $500.00 (SGD) CapitaLand voucher (‘CapitaVoucher’).

Category 4: ‘Best Client Feedback’. The winners of this category will each receive a $500.00 (SGD) CapitaLand voucher (‘CapitaVoucher’).

Category 5: ‘Best Adviser Feedback’. The winner of this category will receive a $500.00 (SGD) CapitaLand voucher (‘CapitaVoucher’).

Vouchers will be delivered to the winners by courier or in person by BetterTradeOff within 30 days of the winners being announced.

For more details on CapitaLand vouchers visit: https://www.capitastar.com/sg/en/capitavoucher/about-capitavoucher.html