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$600 bonus - Bank of the West : brokerage account; Exp. - unknown


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#1 markber

markber

    1 billion bucks

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Posted 15 September 2013 - 09:43 PM

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Terms:

This offer is only available to individuals who are new or existing BancWest Investment Services, Inc. (“BWIS”) customers. This offer is limited to one per customer. Customers with “Qualifying Assets” (as defined below) of $25,000 to $49,999.99 may receive a bonus in the amount of $100; Qualifying assets of $50,000-$99,999.99 may receive $200; Qualifying Assets of $100,000-$249,999.99 may receive $300; Qualifying Assets of $250,000 or more may receive $600. The amount of the bonus will be determined by Qualifying Assets deposited into an “Eligible Account” (as defined below) following a 60-calendar-day review period (“Review Period”) after BWIS receives the Qualifying Assets. For purposes of this offer, “Qualifying Assets” shall mean assets (including cash and securities) deposited or transferred into an Eligible Account from outside BWIS or any BWIS affiliate, minus assets withdrawn or transferred out of the account within the Review Period. Qualifying Assets of cash and/or securities will be valued at the time BWIS receives such assets. “Eligible Accounts” are BWIS accounts with assets that are only held by Pershing LLC. This bonus offer is not available for accounts with assets that are not held by Pershing LLC, including 529 plans, life insurance and certain annuities. To qualify for this offer: (1) a new Eligible Account must be opened by April 15, 2014 and funded within 60 calendar days of account opening with assets held outside BWIS or any BWIS affiliate; or (2) an existing Eligible Account must be funded by June 14, 2014 with assets held outside BWIS or any BWIS affiliate. The minimum Qualifying Assets must be maintained in the Eligible Account for one year from the date on which BWIS receives such assets. Failure to maintain the minimum Qualifying Assets for one year from the date on which BWIS receives such assets gives BWIS the right to reclaim the bonus. An early closure fee of $25 will apply if an Eligible Account is closed within 91 days of the account opening date. If the qualifications for this offer are met, the bonus will be credited to the Eligible Account within 45 days following the Review Period. The bonus will be paid directly to the Eligible Account and will not be paid to any other account. The value of the bonus may be deemed taxable income, and the customer may receive a Form 1099 reflecting the value of the bonus. Customers should consult a tax professional to determine the appropriate tax treatment for this bonus offer. Employees or associated persons of FINRA, any FINRA member firm (other than BWIS), or a U.S. exchange are not eligible for this offer. Offer only valid in the United States. BWIS reserves the right to modify or cancel this offer at any time. Other restrictions or terms and conditions may apply.



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