How to Participate in the Armada Mortgage Refer a Friend Promotion

2 Min Read | June 11, 2024

Procedure

  1. Referral Link: If your referral is interested, have them fill out the Investor Intake Form on the Armada website.

  2. Honorable Mention: Ask them to include your name in the ‘Notes’ section as the person who referred them.

  3. We’ll Arrange a Meeting: An Armada Wealth Dealing Representative will contact them to set-up a phone, Zoom, or in-person meeting to discuss the investment offering and suitability.

  4. Gift Card Selection: After the meeting, a staff member will reach out to both you and the person you referred for gift card selection.

  5. Delivery Confirmation: If the gift card can be sent electronically, it will be sent via email. If the gift card is not available to be sent electronically, it will be mailed to the recipient.

Additional Rules

  • Current shareholders can refer up to 5 new contacts to Armada Wealth Management
  • The referral cannot be someone who Armada Wealth Management has previously been in contact with
  • Promotion is applicable from June 13 – July 13, 2024
  • Gift cards will be paid for by Armada Mortgage Corporation. Armada Wealth Management does not receive any compensation for this promotion.

Referral Criteria

The person you are referring must:

  • Be willing to provide basic contact information such as name, phone number, email address, and residential address
  • Be of age to invest
  • Be able to make the at least minimum investment ($5,000) if they decide to invest
  • Live in BC
  • Be looking for a long-term investment
  • Opt-in to marketing updates

Suitability Assessment

An Armada Wealth Management Dealing Representative will conduct a suitability assessment for the referral based on the information provided in the Investor Form and in the meeting.

Referrals are not required to make an investment in order to participate in the promotion.

Disclaimer

Armada Mortgage Corporation relies on the offering memorandum exemption as per section 2.9 of National Instrument 45-106. This document does not provide disclosure of all information required for an investor to make an informed decision. Investing in private securities is risky and interested parties should talk to their dealer representative at Armada Wealth Management. Current OM valid until April 30, 2025.