Get 50% Off Investment Management Fees For a Full Year.
Take control of your business's financial destiny! Join Treasure and deposit a minimum of $2 million before December 15th to unlock your 50% discount.*
* 50% discount applies to funds deposited between now and December 15th, 2023.
* 50% discount applies to funds deposited between now and December 15th, 2023.
Start Earning Today
How It Works
1
Create a Treasure account.
2
Deposit a minimum of $2,000,000.00 funds.
3
You’ll see your fee reductions take appear starting in January, 2024.
4
Maintain incremental AUM of at least 1M to keep receiving 50% of management fees on funds deposited between now and December 15th, 2023 until end of 2024.
Offer Ends December 15, 2023
Promotional Discount Program Terms and Conditions
1. Discount Offer:
Participants in the promotional discount program are eligible for a 50% discount off of Treasure’s Investment Management Fee ("Discounted Fee") (collectively, the “Discount Program”), as outlined in sections 3.9 and 4.0 of the Discretionary Investment Management Agreement.
The Discounted Fee will apply from December 15, 2023 to December 31, 2024 (the “Promotional Period”).
Customers who join Treasure between December 1, 2023 and December 15, 2023 (the "Promotion Activation Period") as well as customers already on the Treasure platform (“Existing Customers”) are eligible to participate in the Discount Program (collectively, the “Participants”).
2. Discount Activation Criteria (New Customers):
To activate and qualify for the Discount Program, Participants must deposit a minimum amount of $2 million (the “Discounted AUM Balance”) between December 1, 2023 and December 15, 2023 (the "Promotion Activation Period").
3. Discount Activation Criteria (Existing Customers):
For Existing Customers, the Discounted Fee is applicable solely to Assets Under Management (AUM) deposited into the Treasure platform during the Promotion Activation Period (the “Discounted AUM Balance”), and is not applied to the AUM balance of Existing Customers prior to the Promotion Activation Period (the “Base AUM Balance”). A blended fee will be applied across the Discounted AUM and the Base AUM Balance of Existing Customers participating in the Discount Program.
4. Duration of Discount:
The Discounted Fee remains valid until December 31, 2024 ("Promotional Period End Date").
However, the Discounted Fee will cease to apply if the Discounted AUM Balance falls below $1 million at any point during the Promotional Period.
5. Fee Adjustment:
In the event that the Discounted AUM Balance falls below $1 million during the Promotional Period, the Discounted Fee will be automatically adjusted to the standard Investment Management Fee rates applicable at the time of adjustment, as outlined in the Discretionary Investment Management Agreement.
6. Termination of Discount:
Treasure reserves the right to terminate the Discount Program at its discretion if it determines, in its sole discretion, that Participants are in violation of these terms and conditions or engaged in any fraudulent activities.
7. Modification of Terms:
Treasure reserves the right to modify or terminate this Discount Program at any time, with or without notice, at its sole discretion.
8. Governing Law and Dispute Resolution:
These terms and conditions are governed by and construed in accordance with the laws of Delaware. Any disputes arising out of or in connection with these terms and conditions shall be subject to the exclusive jurisdiction of the courts of Delaware.
9. Contact Information:
Participants are encouraged to contact Customer Support (support@treasure.tech) for any inquiries or concerns regarding the promotional discount program.
By participating in this discount program, Participants acknowledge and agree to abide by these terms and conditions. Treasure reserves the right to interpret these terms and conditions and make decisions in its sole discretion.
1. Discount Offer:
Participants in the promotional discount program are eligible for a 50% discount off of Treasure’s Investment Management Fee ("Discounted Fee") (collectively, the “Discount Program”), as outlined in sections 3.9 and 4.0 of the Discretionary Investment Management Agreement.
The Discounted Fee will apply from December 15, 2023 to December 31, 2024 (the “Promotional Period”).
Customers who join Treasure between December 1, 2023 and December 15, 2023 (the "Promotion Activation Period") as well as customers already on the Treasure platform (“Existing Customers”) are eligible to participate in the Discount Program (collectively, the “Participants”).
2. Discount Activation Criteria (New Customers):
To activate and qualify for the Discount Program, Participants must deposit a minimum amount of $2 million (the “Discounted AUM Balance”) between December 1, 2023 and December 15, 2023 (the "Promotion Activation Period").
3. Discount Activation Criteria (Existing Customers):
For Existing Customers, the Discounted Fee is applicable solely to Assets Under Management (AUM) deposited into the Treasure platform during the Promotion Activation Period (the “Discounted AUM Balance”), and is not applied to the AUM balance of Existing Customers prior to the Promotion Activation Period (the “Base AUM Balance”). A blended fee will be applied across the Discounted AUM and the Base AUM Balance of Existing Customers participating in the Discount Program.
4. Duration of Discount:
The Discounted Fee remains valid until December 31, 2024 ("Promotional Period End Date").
However, the Discounted Fee will cease to apply if the Discounted AUM Balance falls below $1 million at any point during the Promotional Period.
5. Fee Adjustment:
In the event that the Discounted AUM Balance falls below $1 million during the Promotional Period, the Discounted Fee will be automatically adjusted to the standard Investment Management Fee rates applicable at the time of adjustment, as outlined in the Discretionary Investment Management Agreement.
6. Termination of Discount:
Treasure reserves the right to terminate the Discount Program at its discretion if it determines, in its sole discretion, that Participants are in violation of these terms and conditions or engaged in any fraudulent activities.
7. Modification of Terms:
Treasure reserves the right to modify or terminate this Discount Program at any time, with or without notice, at its sole discretion.
8. Governing Law and Dispute Resolution:
These terms and conditions are governed by and construed in accordance with the laws of Delaware. Any disputes arising out of or in connection with these terms and conditions shall be subject to the exclusive jurisdiction of the courts of Delaware.
9. Contact Information:
Participants are encouraged to contact Customer Support (support@treasure.tech) for any inquiries or concerns regarding the promotional discount program.
By participating in this discount program, Participants acknowledge and agree to abide by these terms and conditions. Treasure reserves the right to interpret these terms and conditions and make decisions in its sole discretion.