Real Retirement

FREE MONEY

Get $50 when you set up a recurring RSP or TFSA contribution of $100 or more per month* to one of these products:

•    TFSA Investment Savings Account (ISA)
•    RSP Investment Savings Account (ISA)
•    3 Year Nest Egg Term Deposit (RSP or TFSA)

How can I set up a new monthly contribution to my RSP or TFSA Plan?

Simply speak with one of our advisors in branch or by calling us. They will help you start a recurring contribution to your existing RSP or TFSA, or even help you open a new one!  


*Subject to product minimums Recurring contribution must be for three (3) consecutive months with a minimum of $100 monthly, $50 bi-weekly or $25 weekly to be eligible for the offer.

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FAQ

How long is the 2017 Winter Promotion? Expand/Collapse

The 2017 Winter Promotion begins January 3, 2017 and runs through to March 1, 2017.

How many Offers are there and what are they? Expand/Collapse

There is one Offer for the Winter Campaign. The Offer is a $50 cash reward open to members/clients that do not have an existing recurring contribution to an RSP or TFSA plan as of two months prior to the offer period.

What are the eligibility requirements for the Offer? Expand/Collapse

•    The Offer is available to members and clients that do not have a recurring contribution to their RSP or TFSA plan at the start of the promotion.

•    The Offer is only available to residents of Canada who have reached the age of majority in their province or territory of residence as of the beginning of the Offer Period. Employees, agents and representatives of Alterna, are not eligible for the Offer.

How Do I Qualify for the Offer? Expand/Collapse

In order to qualify for the Offer and receive the $50 Cash Reward, an Eligible Member must complete the following during the offer period:

a.    Set-up a new *Pre-Authorized Contribution of $100 or more per month,$50 Bi-Weekly or $25 weekly for three (3) consecutive months to one of the following eligible products available through an Alterna representative:
•    TFSA ISA
•    RSP ISA
•    3 Year Nest Egg Term Deposit (RSP or TFSA)

*Subject to product minimums, speak to your Alterna representative.

Are there minimum amounts required for the qualifying transactions? Expand/Collapse

Yes, in order for a recurring transaction to count it must be a minimum of $100 monthly, $50 bi-weekly or $25 weekly.

Can I cancel my existing recurring contribution to my registered plan and start a new one to qualify for the Offer? Expand/Collapse

No. The Offer is open to individuals who do not have an existing recurring contribution to an Alterna RSP and/or TFSA plan at the beginning of the Offer Period.

Are there any limits to the offers? Expand/Collapse

Yes, there is a limit of two (2) Offers per Eligible Member (one for RSP and one for TFSA).

When will I receive my cash reward payment? Expand/Collapse

Members’ will receive their cash reward payment 12 to 14 weeks after all conditions have been met. The cash reward will be deposited into the member/client Chequing Account.