Investment Account Reward
In order to receive the Investment Reward presented to members electronically in our offer, Members must complete the following:

• Renew with Facet for another year of membership at the current membership level or higher.
• Open a Facet taxable investment account if one is not already open. For joint households, a joint Facet investment account must be opened if one is not already open.

What kind of confirmation of the reward will the member receive?

• Members will receive a confirmation when the new account is established if applicable. The reward credit will be displayed in the Facet app on the Contributions tab within the accounts page.

What other details do I need to know?

• Each eligible account has unique features which you should consider prior to opening.
• The reward will be credited to an account that is owned by the same individuals who signed the Facet Planning agreement. For example, if two individuals signed a Facet Planning agreement, their reward will be credited to a joint tenant account.
• High Yield Accounts are not eligible for this promotion.
• If more than one qualifying taxable account is opened or already exists, the reward will be credited to the account with the lowest dollar amount as of the date the credit contribution.
• No account balance is required.
• The reward will be deposited into the eligible account and allocated to the designated model on file, if any.
• Depending on the amount of reward offered, you may receive a 1099 for tax purposes.
• No further investment or trading is required to qualify for the offer.
• This offer is nontransferable.
• Facet reserves the right to change or end this promotion at any time.
• Members are eligible for only one investment reward promotion during any 12 month period.
• This promotion is only applicable to existing Facet members renewing service who specifically received this offer from Facet.
• This offer is not valid for non-U.S. Members.
• Facet Foundation Members are not eligible for this promotion.
• Offer ends at the expiration of the just renewed membership subscription period.
• Offer is not valid if the renewed membership is canceled within two weeks of renewal.

Planning Fee Discount
In order to receive the Planning Fee Discount presented to members electronically in our offer, Members must complete the following:

• Renew with Facet for another year of membership at the current membership level or higher.

What other details do I need to know?

• This offer is only valid for the current subscription period. Consistent with all Facet memberships, when the just renewed subscription period ends, your services will automatically renew at the full subscription fee.
• The invoice we email you after you agree to the renewal will outline the discount that was applied to your fee.
• This offer is nontransferable.
• Facet Foundations Members are not eligible for this promotion.
• Facet reserves the right to change or end this promotion at any time.
• This promotion is only applicable to existing Facet members renewing service who specifically received this offer from Facet.