What is the Mari Invest Account 3.60% p.a. Top Up Campaign Jan 2025?

The Mari Invest Account 3.60% p.a. Top Up Campaign Jan 2025 is a current promotion that is extended to selected MariBank customers on an invite-only basis. Eligible Customers who fulfil the promotion criteria will receive up to 3.60% p.a. Overall Return on their Incremental Investment. Promotion terms and conditions apply.

Purchase Period: 16 Jan 2025 to 22 Jan 2025

Holding Period: 23 Jan 2025 to 20 Feb 2025

Frequently Asked Questions:

1. On the last day of the Purchase Period, I submitted a buy order at night. It was only completed the next day. Will my buy order be assessed?

Yes, any buy orders submitted by 23:59 on the last day of the Purchase Period will be assessed, as long as it is completed successfully. All successfully completed buy orders are assessed based on their submission dates, and not on their completion dates. The same applies for sell orders.

2. Can I buy and/or sell during the Holding Period?

Yes you can, provided that the Holding Value is maintained daily throughout the Holding Period.

3. I made buy orders before the Purchase Period / during the Holding Period. Can those buy order amounts be counted too as part of the Incremental Investment?

No, any buy orders made outside of the Purchase Period will not be counted for the calculation of the Incremental Investment.

4. My investment holdings fell below the Holding Value on certain days, but I made some buy orders on other days to replenish my holdings. Can I still qualify for the Top Up Return?

No, if the Holding Value is not maintained daily throughout the Holding Period, you will not be able to enjoy the Top Up Return.

5. How will the Top Up Return be calculated?

It will be calculated based on the Overall Return that you qualify for, minus the Actual Return.

6. What is the Actual Return?

Actual Return refers to the actual return of the Lion-MariBank SavePlus fund, based on the price change from the first to the final day of the Holding Period, presented on an annualised basis.

It is calculated as follows:

(Unit Price on the final day of Holding Period 20 Feb 2025 / Unit Price on the first day of Holding Period 23 Jan 2025) ^365/28 -1

Note: The Unit Prices that will be used to calculate the Actual Return will be shown on the Fund Manager's website for the Dealing Dates of 19 Feb 2025 and 22 Jan 2025 respectively.

7. Is there a limit to how many customers can enjoy the Top Up Return?

Yes, it is limited to the first 3,000 Eligible Customers who fulfil the promotion criteria.

You may refer to the promotion terms and conditions here.