Invite friends to invest better
– and both benefit.
If you refer DC to someone who opens a portfolio with us, both of you may benefit from a Smart Reward.
Or share quickly:
How much you can earn
Invite friends to invest with DC and receive a Smart Reward.
The amount depends on the invited client's invested amount.
| Invited client's portfolio value | Reward for you | Reward for your friend |
|---|---|---|
| Up to €50,000 | €50 | €50 |
| €50,000 – €100,000 | €150 | €150 |
| Over €100,000 | €300 | €300 |
How it works
Invite a friend
Share with a contact who may benefit from DC's portfolio management services.
Your friend becomes a client
If the contact you referred opens a portfolio with us, both become eligible for a Smart Reward.
You both receive cashback
The reward is applied as cashback directly to the portfolio management fees.
Additional bonuses
360° Planning
If the invited client completes 360° Planning, both receive an additional bonus of +€25.
More referrals
| No. invites that opened an account | Additional bonus |
|---|---|
| 1 invite | €0 |
| 2–3 invites | +€25 |
| More than 3 invites | +€50 |
Example
John invites a friend who invests €75,000.
Base reward
John
€150
Friend
€150
If the friend completes 360° Planning
+€25 each
Final result
John receives
€175
in cashback
Friend receives
€175
in cashback
The amount is applied directly by reducing the portfolio management fees.
How the cashback works
The Smart Reward is awarded as cashback applied directly to the portfolio management fees.
No direct payment is made to the client.
Common questions
When do I receive the Smart Reward?
How is the reward applied?
Is there a limit on invitations?
Who can be invited?
The Smart Reward is awarded as cashback applied to portfolio management fees. Please consult the full programme terms and conditions.