Terms

UNEST June 2022 Promotion

The UNest Promotional Program consists of limited-time promotional offerings.  Please review the offerings below to see which promotions are available to you under the UNest Promotional Program.

UNest – You get $15 and They get $15

The Reward

When a UNest Customer refers each new UNest Customer who become a UNest subscriber and  set up a UNest account using your personal invitation code or referral link that you shared with them during the promotional period (June 8th, 2022 to June 30th, 2022) in accordance with the eligibility criteria below, you will receive a $15 deposit to your UNest account. Each person referred (if eligibility requirements are met) will also receive a $15 bonus deposit to their UNest account. Each new eligible UNest subscriber referred by you during the promotional period must completely set up their UNest account and each referral account must be approved by UNest and the accounts of referrals must be properly funded. Reward is subject to availability and may be substituted for a comparable reward.

Eligibility

You are eligible to receive for this reward once one (1) new UNest Customer use your personal invitation code or referral link that you shared with them during the promotional period (June 8th, 2022 to June 30th, 2022)  when they sign up for a new UNest subscription and (2) complete an initial $25 investment in an UNest Account from a linked bank account funding source. You must keep  your account open for 3 months from the end of the promotional period. Anyone who earns a reward under this promotion will only receive such reward if their UNest subscription and each of their UNest accounts are in good standing with UNest at all times between meeting the eligibility criteria and the time the reward is invested. If you have multiple UNest accounts, the reward will be distributed across all accounts, if applicable.

Important Disclosures and Additional Information

This promotion is a limited time offer. Advisory services offered by UNest Advisers, LLC (“UNest”), an SEC-registered investment advisor. Investing involves risk and investments may lose value, including the loss of principal. Please consider your objectives, risk tolerance, and UNest’s fees before investing. Past performance is not a guarantee of future results. UNest reserves the right to restrict, revoke or change this offer at any time at its discretion. UNest may provide other offers to other customers during the same promotional period. UNest is not responsible for any failure on your part to maintain your account in good standing or otherwise meet standards for qualifying for this promotion. This promotion only applies to referrals of new UNest customers. For the avoidance of doubt, if either you or the customer you refer is ineligible for the reward under this promotion, you will not receive the reward. Referral awards are made at the sole discretion of UNest.

 

UNEST May 2022 Promotion

The UNest Promotional Program consists of limited-time promotional offerings.  Please review the offerings below to see which promotions are available to you under the UNest Promotional Program.

UNest – You get $15 and They get $15

The Reward

When a UNest Customer refers each new UNest Customer who become a UNest subscriber and  set up a UNest account using your personal invitation code or referral link that you shared with them during the promotional period (May 12th, 2022 to May 31st, 2022) in accordance with the eligibility criteria below, you will receive a $15 deposit to your UNest account. Each person referred (if eligibility requirements are met) will also receive a $15 bonus deposit to their UNest account. Each new eligible UNest subscriber referred by you during the promotional period must completely set up their UNest account and each referral account must be approved by UNest and the accounts of referrals must be properly funded.   Reward is subject to availability and may be substituted for a comparable reward.

Eligibility

You are eligible to receive for this reward once one (1) new UNest Customer use your personal invitation code or referral link that you shared with them during the promotional period (May 12th, 2022 to May 31st, 2022)  when they sign up for a new UNest subscription and (2) complete an initial $25 investment in an UNest Account from a linked bank account funding source. You must keep  your account open for 3 months from the end of the promotional period. Anyone who earns a reward under this promotion will only receive such reward if their UNest subscription and each of their UNest accounts are in good standing with UNest at all times between meeting the eligibility criteria and the time the reward is invested. If you have multiple UNest accounts, the reward will be distributed across all accounts, if applicable.

 Important Disclosures and Additional Information

This promotion is a limited time offer. Advisory services offered by UNest Advisers, LLC (“UNest”), an SEC-registered investment advisor. Investing involves risk and investments may lose value, including the loss of principal. Please consider your objectives, risk tolerance, and UNest’s fees before investing. Past performance is not a guarantee of future results. UNest reserves the right to restrict, revoke or change this offer at any time at its discretion. UNest may provide other offers to other customers during the same promotional period. UNest is not responsible for any failure on your part to maintain your account in good standing or otherwise meet standards for qualifying for this promotion. This promotion only applies to referrals of new UNest customers. For the avoidance of doubt, if either you or the customer you refer is ineligible for the reward under this promotion, you will not receive the reward. Referral awards are made at the sole discretion of UNest.

 

UNEST April 2022 Promotion

 The UNest Promotional Program consists of limited-time promotional offerings. Please review the offerings below to see which promotions are available to you under the UNest Promotional Program.

UNest – Five Etherium Giveaway

The Reward

When a UNest Customer refers five (5) new UNest Customers who become a UNest subscriber and set up a UNest account using your personal invitation code or referral link that you shared with them during the promotional period (April 6th – April 30th) in accordance with the eligibility criteria below, you will receive an Ethereum (capped at $3,000) via CoinBase wallet. Each new eligible UNest subscriber referred by you during the promotional period must completely set up their UNest account and each referral account must be approved by UNest and the accounts of referrals must be properly funded. Limit one reward per customer. Reward is subject to availability and may be substituted for a comparable reward. The ETH will be limited to a total value of $3,000 USD. For example, if the value of 1 ETH exceeds $3,000 on the day of fulfillment, only $3,00 of ETH will be purchased and the equivalent number of ETH tokens (which will be less than 1) will be the reward for that time period.

UNest will only be giving away 5 Etherium to the first five customers who meet all eligibility requirements. After the five Etherium are distributed, all other qualified customers will receive $10 in their UNest account.

Eligibility

You are eligible to receive for this reward one time once five (5) new UNest Customers use your personal invitation code or referral link that you shared with them during the promotional period (April 6th – April 30th) when they sign up for a new UNest subscription and (2) complete an initial $25 investment in an UNest Account from a linked bank account funding source. The $25 initial investment must remain in good standing during the duration of the promotion for each of the accounts you refer. You must keep your account open for 3 months from the end of the promotional period. Anyone who earns a reward under this promotion will only receive such reward if their UNest subscription and each of their UNest accounts are in good standing with UNest at all times between meeting the eligibility criteria and the time the reward is distributed. If you have multiple UNest accounts, the reward will be distributed across all accounts, if applicable.

Any and all decisions or determinations made by UNest Advisers, LLC are final.

Additional Eligibility Requirements:

To be eligible you must:

  • Meet the criteria outlined above
  • Be a legal resident of the 50 US states and the District of Columbia
  • Not be an employee UNest Holdings, UNest Adviser, UNest Securities, or UNest Crypto employee.
  • Not be a family member of a UNest Holdings, UNest Advisers, UNest Securities, or UNest Crypto employee.
  • Clients must have a valid crypto wallet to receive ETH via CoinBase

Important Disclosures and Additional Information

This promotion is a limited time offer. Advisory services offered by UNest Advisers, LLC (“UNest”), an SEC-registered investment advisor. Investing involves risk and investments may lose value, including the loss of principal. Please consider your objectives, risk tolerance, and UNest’s fees before investing. Past performance is not a guarantee of future results. UNest reserves the right to restrict, revoke or change this offer at any time at its discretion. UNest may provide other offers to other customers during the same promotional period. UNest is not responsible for any failure on your part to maintain your account in good standing or otherwise meet standards for qualifying for this promotion. This promotion only applies to referrals of new UNest customers. For the avoidance of doubt, if either you or the customer you refer is ineligible for the reward under this promotion, you will not receive the reward. Referral awards are made at the sole discretion of UNest.

Cryptocurrencies are not stocks and your cryptocurrency investments are not protected by either FDIC or SIPC insurance. Crypto Investing involves significant risk, including but not limited to market swings, flash crashes. Cryptocurrency markets and exchanges are not regulated with the same controls and protections as equity trading.

 UNEST March 2022 Promotion

 The UNest Promotional Program consists of limited-time promotional offerings. Please review the offerings below to see which promotions are available to you under the UNest Promotional Program.

UNest – Refer One Friend and get an Amazon Fire Stick

The Reward

When a UNest Customer refers one (1) new UNest Customer who become a UNest subscriber and set up a UNest account using your personal invitation code or referral link that you shared with them during the promotional period (March 1st, 2022 to March 31st, 2022) in accordance with the eligibility criteria below, you will receive a Amazon Fire Stick. Each new eligible UNest subscriber referred by you during the promotional period must completely set up their UNest account and each referral account must be approved by UNest and the accounts of referrals must be properly funded. Limit one reward per customer. Reward is subject to availability and may be substituted for a comparable reward.

Eligibility

You are eligible to receive for this reward one time once one (1) new UNest Customer use your personal invitation code or referral link that you shared with them during the promotional period (March 1st, 2022 to March 31st, 2022) when they sign up for a new UNest subscription and (2) complete an initial $25 investment in an UNest Account from a linked bank account funding source. You must keep your account open for 3 months from the end of the promotional period. Anyone who earns a reward under this promotion will only receive such reward if their UNest subscription and each of their UNest accounts are in good standing with UNest at all times between meeting the eligibility criteria and the time the reward is invested. If you have multiple UNest accounts, the reward will be distributed across all accounts, if applicable.

Important Disclosures and Additional Information

This promotion is a limited time offer. Advisory services offered by UNest Advisers, LLC (“UNest”), an SEC-registered investment advisor. Investing involves risk and investments may lose value, including the loss of principal. Please consider your objectives, risk tolerance, and UNest’s fees before investing. Past performance is not a guarantee of future results. UNest reserves the right to restrict, revoke or change this offer at any time at its discretion. UNest may provide other offers to other customers during the same promotional period. UNest is not responsible for any failure on your part to maintain your account in good standing or otherwise meet standards for qualifying for this promotion. This promotion only applies to referrals of new UNest customers. For the avoidance of doubt, if either you or the customer you refer is ineligible for the reward under this promotion, you will not receive the reward. Referral awards are made at the sole discretion of UNest.

UNEST February 2022 Promotion

The UNest Promotional Program consists of limited-time promotional offerings.  Please review the offerings below to see which promotions are available to you under the UNest Promotional Program.

UNest – Refer Three Friends and get a Nintendo Switch and a $50 Nintendo Store gift card

The Reward

When a UNest Customer refers three (3) new UNest Customers who become a UNest subscriber and  set up a UNest account using your personal invitation code or referral link that you shared with them during the promotional period (February 1st, 2022 to February 28th, 2022) in accordance with the eligibility criteria below, you will receive a Nintendo Switch and a $50 Nintendo Store gift card. Each new eligible UNest subscriber referred by you during the promotional period must completely set up their UNest account and each referral account must be approved by UNest and the accounts of referrals must be properly funded.  Limit one reward per customer.  Reward is subject to availability and may be substituted for a comparable reward.

Eligibility

You are eligible to receive for this reward one time once three (3) new UNest Customers use your personal invitation code or referral link that you shared with them during the promotional period (February 1st, 2022 to February 28th, 2022)  when they sign up for a new UNest subscription and (2) complete an initial $25 investment in an UNest Account from a linked bank account funding source. You must keep  your account open for 3 months from the end of the promotional period. Anyone who earns a reward under this promotion will only receive such reward if their UNest subscription and each of their UNest accounts are in good standing with UNest at all times between meeting the eligibility criteria and the time the reward is invested. If you have multiple UNest accounts, the reward will be distributed across all accounts. 

Important Disclosures and Additional Information

This promotion is a limited time offer. Advisory services offered by UNest Advisers, LLC (“UNest”), an SEC-registered investment advisor. Investing involves risk and investments may lose value, including the loss of principal. Please consider your objectives, risk tolerance, and UNest’s fees before investing. Past performance is not a guarantee of future results. UNest reserves the right to restrict, revoke or change this offer at any time at its discretion. UNest may provide other offers to other customers during the same promotional period. UNest is not responsible for any failure on your part to maintain your account in good standing or otherwise meet standards for qualifying for this promotion. This promotion only applies to referrals of new UNest customers. For the avoidance of doubt, if either you or the customer you refer is ineligible for the reward under this promotion, you will not receive the reward. Referral awards are made at the sole discretion of UNest.

UNEST January 2022 Promotion

The UNest Promotional Program consists of limited-time promotional offerings.  Please review the offerings below to see which promotions are available to you under the UNest Promotional Program.

UNest – Refer Two Friends for $150 in Your UNest Account

The Reward

When a UNest Customer refers two (2) new UNest Customers who become a UNest subscriber and  set up a UNest account using your personal invitation code or referral link that you shared with them during the promotional period (January 1st, 2022 to January 31st, 2022) in accordance with the eligibility criteria below, you will receive a reward of $150 in your UNest Account(s). Each new eligible UNest subscriber referred by you during the promotional period must completely set up their UNest account and each referral account must be approved by UNest and the accounts of referrals must be properly funded.  Limit one reward per customer.  Reward is subject to availability and may be substituted for a comparable reward.

Eligibility

You are eligible to receive for this reward one time once two (2) new UNest Customers use your personal invitation code or referral link that you shared with them during the promotional period (January 1st, 2022 to January 31st, 2022) when they sign up for a new UNest subscription and (2) complete an initial $25 investment in an UNest Account from a linked bank account funding source. You must keep  your account open for 3 months from the end of the promotional period. Anyone who earns a reward under this promotion will only receive such reward if their UNest subscription and each of their UNest accounts are in good standing with UNest at all times between meeting the eligibility criteria and the time the reward is invested. If you have multiple UNest accounts, the reward will be distributed across all accounts. 

Important Disclosures and Additional Information

This promotion is a limited time offer. Advisory services offered by UNest Advisers, LLC (“UNest”), an SEC-registered investment advisor. Investing involves risk and investments may lose value, including the loss of principal. Please consider your objectives, risk tolerance, and UNest’s fees before investing. Past performance is not a guarantee of future results. UNest reserves the right to restrict, revoke or change this offer at any time at its discretion. UNest may provide other offers to other customers during the same promotional period. UNest is not responsible for any failure on your part to maintain your account in good standing or otherwise meet standards for qualifying for this promotion. This promotion only applies to referrals of new UNest customers. For the avoidance of doubt, if either you or the customer you refer is ineligible for the reward under this promotion, you will not receive the reward. Referral awards are made at the sole discretion of UNest. 

UNEST December 2021 Promotion

The UNest Promotional Program consists of limited-time promotional offerings. Please review the offerings below to see which promotions are available to you under the UNest Promotional Program.

UNest – Refer 3 Friends for an Oculus Quest 2

The Reward

When a UNest Customer refers three (3) new UNest Customers who become a UNest subscriber and set up a UNest account using your personal invitation code or referral link that you shared with them during the promotional period (December 1st, 2021 to December 31st, 2021) in accordance with the eligibility criteria below, you will receive an Oculus Quest 2 VR headset and accessories. Each new eligible UNest subscriber referred by you during the promotional period must completely set up their UNest account and each referral account must be approved by UNest and the accounts of referrals must be properly funded. Limit one reward per customer. Reward is subject to availability and may be substituted for a comparable reward.

Eligibility

You are eligible to receive for this reward one time once three (3) new UNest Customers use your personal invitation code or referral link that you shared with them during the promotional period (December 1st, 2021 to December 31st, 2021) when they sign up for a new UNest subscription and (2) complete an initial $25 investment in an UNest Account from a linked bank account funding source. You must keep your account open for 3 months from the end of the promotional period. Anyone who earns a reward under this promotion will only receive such reward if their UNest subscription and each of their UNest accounts are in good standing with UNest at all times between meeting the eligibility criteria and the time the reward is invested.

Important Disclosures and Additional Information

This promotion is a limited time offer. Advisory services offered by UNest Advisers, LLC (“UNest”), an SEC-registered investment advisor. Investing involves risk and investments may lose value, including the loss of principal. Please consider your objectives, risk tolerance, and UNest’s fees before investing. Past performance is not a guarantee of future results. UNest reserves the right to restrict, revoke or change this offer at any time at its discretion. UNest may provide other offers to other customers during the same promotional period. UNest is not responsible for any failure on your part to maintain your account in good standing or otherwise meet standards for qualifying for this promotion. This promotion only applies to referrals of new UNest customers. For the avoidance of doubt, if either you or the customer you refer is ineligible for the reward under this promotion, you will not receive the reward. Referral awards are made at the sole discretion of UNest.

UNEST November 2021 Promotion

The UNest Promotional Program consists of limited-time promotional offerings. Please review the offerings below to see which promotions are available to you under the UNest Promotional Program.

UNest – Refer 1 Friend, Amazon gift card and investment in your child’s account

The Reward

When a UNest Customer refers one (1) new UNest Customer who become a UNest subscriber and set up a UNest account using your personal invitation code or referral link that you shared with them during the promotional period (November 1st, 2021 to November 30th, 2021) in accordance with the eligibility criteria below, you will receive an Amazon gift card valued at $50 and $50 will be placed in your UNest Child Investment Account. Each new eligible UNest subscriber referred by you during the promotional period must completely set up their UNest account and each referral account must be approved by UNest and the accounts of referrals must be properly funded. Limit one reward per customer. Reward is subject to availability and may be substituted for a comparable reward.

Eligibility

You are eligible to receive for this reward one time once one (1) new UNest Customer use your personal invitation code or referral link that you shared with them during the promotional period (November 1st, 2021 to November 30th, 2021) when they sign up for a new UNest subscription and (2) complete an initial $25 investment in an UNest Account from a linked bank account funding source. You must keep your account open for 3 months from the end of the promotional period. Anyone who earns a reward under this promotion will only receive such reward if their UNest subscription and each of their UNest accounts are in good standing with UNest at all times between meeting the eligibility criteria and the time the reward is invested.

Important Disclosures and Additional Information

This promotion is a limited time offer. Advisory services offered by UNest Advisers, LLC (“UNest”), an SEC-registered investment advisor. Investing involves risk and investments may lose value, including the loss of principal. Please consider your objectives, risk tolerance, and UNest’s fees before investing. Past performance is not a guarantee of future results. UNest reserves the right to restrict, revoke or change this offer at any time at its discretion. UNest may provide other offers to other customers during the same promotional period. UNest is not responsible for any failure on your part to maintain your account in good standing or otherwise meet standards for qualifying for this promotion. This promotion only applies to referrals of new UNest customers. For the avoidance of doubt, if either you or the customer you refer is ineligible for the reward under this promotion, you will not receive the reward. Referral awards are made at the sole discretion of UNest.

UNEST $10 Bonus Promotion

UNest will be rewarding all new and in good standing accounts opened after 10/18/2021 with a $10 bonus. This bonus will be applied at the custodian level, and not on an individual account level. UNest has the sole discretion to decide which accounts are in good standing. UNest will place the funds in the qualifying account within 30 calendar days. These funds will remain in cash unless the client adds in additional funds. UNest has the discretion to end this promotion at any time.

This promotion is a limited time offer. Advisory services offered by UNest Advisers, LLC (“UNest”), an SEC-registered investment advisor. Investing involves risk and investments may lose value, including the loss of principal. Please consider your objectives, risk tolerance, and UNest’s fees before investing. Past performance is not a guarantee of future results. UNest reserves the right to restrict, revoke or change this offer at any time at its discretion. UNest may provide other offers to other customers during the same promotional period. UNest is not responsible for any failure on your part to maintain your account in good standing or otherwise meet standards for qualifying for this promotion. This promotion only applies to new accounts in good standing. For the avoidance of doubt, if you are ineligible for the reward under this promotion, you will not receive the reward. Bonus awards are made at the sole discretion of UNest.

UNEST October 2021 Promotion

The UNest Promotional Program consists of limited-time promotional offerings. Please review the offerings below to see which promotions are available to you under the UNest Promotional Program.

UNest – Refer 2 Friends for a Apple AirPods Pro

The Reward

When a UNest Customer refers two (2) new UNest Customers who become a UNest subscriber and set up a UNest account using your personal invitation code or referral link that you shared with them during the promotional period (October 1st, 2021 to October 31st, 2021) in accordance with the eligibility criteria below, you will receive an Apple AirPods Pro. Each new eligible UNest subscriber referred by you during the promotional period must completely set up their UNest account and each referral account must be approved by UNest and the accounts of referrals must be properly funded. Limit one reward per customer. Reward is subject to availability and may be substituted for a comparable reward.

Eligibility

You are eligible to receive for this reward one time once two (2) new UNest Customers use your personal invitation code or referral link that you shared with them during the promotional period (October 1st, 2021 to October 31st, 2021) when they sign up for a new UNest subscription and (2) complete an initial $5 investment in an UNest Account from a linked bank account funding source. You must keep your account open for 3 months from the end of the promotional period. Anyone who earns a reward under this promotion will only receive such reward if their UNest subscription and each of their UNest accounts are in good standing with UNest at all times between meeting the eligibility criteria and the time the reward is invested.

Important Disclosures and Additional Information

This promotion is a limited time offer. Advisory services offered by UNest Advisers, LLC (“UNest”), an SEC-registered investment advisor. Investing involves risk and investments may lose value, including the loss of principal. Please consider your objectives, risk tolerance, and UNest’s fees before investing. Past performance is not a guarantee of future results. UNest reserves the right to restrict, revoke or change this offer at any time at its discretion. UNest may provide other offers to other customers during the same promotional period. UNest is not responsible for any failure on your part to maintain your account in good standing or otherwise meet standards for qualifying for this promotion. This promotion only applies to referrals of new UNest customers. For the avoidance of doubt, if either you or the customer you refer is ineligible for the reward under this promotion, you will not receive the reward. Referral awards are made at the sole discretion of UNest.

UNEST September 2021 Promotion

The UNest Promotional Program consists of limited-time promotional offerings.  Please review the offerings below to see which promotions are available to you under the UNest Promotional Program.

UNest – Refer 3 Friends for a Samsung Chromebook 4+

The Reward

When a UNest Customer refers three (3) new UNest Customers who become a UNest subscriber and  set up a UNest account using your personal invitation code or referral link that you shared with them during the promotional period (September 1st, 2021 to September 30th, 2021) in accordance with the eligibility criteria below, you will receive a Samsung Chromebook 4+, 15.6”, 32GB, 4GB RAM. Each new eligible UNest subscriber referred by you during the promotional period must completely set up their UNest account and each referral account must be approved by UNest and the accounts of referrals must be properly funded.  Limit one reward per customer.  Reward is subject to availability and may be substituted for a comparable reward.

Eligibility

You are eligible to receive for this reward one time once three (3) new UNest Customers use your personal invitation code or referral link that you shared with them during the promotional period (September 1st, 2021 to September 30th, 2021) when they sign up for a new UNest subscription and (2) complete an initial $5 investment in an UNest Account from a linked bank account funding source. You must keep  your account open for 3 months from the end of the promotional period. Anyone who earns a reward under this promotion will only receive such reward if their UNest subscription and each of their UNest accounts are in good standing with UNest at all times between meeting the eligibility criteria and the time the reward is invested.

Important Disclosures and Additional Information

This promotion is a limited time offer. Advisory services offered by UNest Advisers, LLC (“UNest”), an SEC-registered investment advisor. Investing involves risk and investments may lose value, including the loss of principal. Please consider your objectives, risk tolerance, and UNest’s fees before investing. Past performance is not a guarantee of future results. UNest reserves the right to restrict, revoke or change this offer at any time at its discretion. UNest may provide other offers to other customers during the same promotional period. UNest is not responsible for any failure on your part to maintain your account in good standing or otherwise meet standards for qualifying for this promotion. This promotion only applies to referrals of new UNest customers. For the avoidance of doubt, if either you or the customer you refer is ineligible for the reward under this promotion, you will not receive the reward. Referral awards are made at the sole discretion of UNest. 

UNEST August 2021 Promotion

The UNest Promotional Program consists of limited-time promotional offerings.  Please review the offerings below to see which promotions are available to you under the UNest Promotional Program.

UNest – Refer 1 Friend for a Amazon Fire TV Stick Lite

The Reward

When a UNest Customer refers one (1) new UNest Customer who becomes a UNest subscriber and  sets up a UNest account using your personal invitation code or referral link that you shared with them during the promotional period (August 1st, 2021 to August 31st, 2021) in accordance with the eligibility criteria below, you will receive an Amazon Fire TV Stick Lite (no TV controls). Each new eligible UNest subscriber referred by you during the promotional period must completely set up their UNest account and each referral account must be approved by UNest and the accounts of referrals must be properly funded.  Limit one reward per customer.  Reward is subject to availability and may be substituted for a comparable reward.

Eligibility

You are eligible to receive for this reward one time once  one (1) new UNest Customer uses your personal invitation code or referral link that you shared with them during the promotional period (August 1st, 2021 to August 31st, 2021) when they sign up for a new UNest subscription and (2) completes an initial $5 investment in an UNest Account from a linked bank account funding source. You must keep  your account open for 3 months from the end of the promotional period. Anyone who earns a reward under this promotion will only receive such reward if their UNest subscription and each of their UNest accounts are in good standing with UNest at all times between meeting the eligibility criteria and the time the reward is invested.

Important Disclosures and Additional Information

This promotion is a limited time offer. Advisory services offered by UNest Advisers, LLC (“UNest”), an SEC-registered investment advisor. Investing involves risk and investments may lose value, including the loss of principal. Please consider your objectives, risk tolerance, and UNest’s fees before investing. Past performance is not a guarantee of future results. UNest reserves the right to restrict, revoke or change this offer at any time at its discretion. UNest may provide other offers to other customers during the same promotional period. UNest is not responsible for any failure on your part to maintain your account in good standing or otherwise meet standards for qualifying for this promotion. This promotion only applies to referrals of new UNest customers. For the avoidance of doubt, if either you or the customer you refer is ineligible for the reward under this promotion, you will not receive the reward. Referral awards are made at the sole discretion of UNest.

UNEST July 2021 Promotion

The UNest Promotional Program consists of limited-time promotional offerings.  Please review the offerings below to see which promotions are available to you under the UNest Promotional Program.

UNest – $100 for a $300 Deposit

The Reward

When a UNest Customer opens a UNest account, makes a deposit of at least $300 per child account and successfully sets up a recurring deposit of at least $5/month per account, during the promotional period (July 14th – July 31st, 2021) in accordance with the eligibility criteria below, the customer will receive a reward of $100 per child account up to two children (maximum reward $200 per UNest customer). In the case that the customer has more than two children, the reward will be split evenly between all children, up to the maximum amount of $200.  Limit one reward per customer.  

Eligibility

You are eligible to receive this reward one time if your account is opened during the promotional period (July 14th – July 31st, 2021) and funded with a deposit of $300 and a recurring deposit of at least $5 for 3 months from the date of account opening. Anyone who earns a reward under this promotion will only receive such reward if their UNest subscription and each of their UNest accounts are in good standing with UNest at all times between meeting the eligibility criteria and the time the reward is invested.

Important Disclosures and Additional Information

This promotion is a limited time offer. Advisory services offered by UNest Advisers, LLC (“UNest”), an SEC-registered investment advisor. Investing involves risk and investments may lose value, including the loss of principal. Please consider your objectives, risk tolerance, and UNest’s fees before investing. Past performance is not a guarantee of future results. UNest reserves the right to restrict, revoke or change this offer at any time at its discretion. UNest may provide other offers to other customers during the same promotional period. UNest is not responsible for any failure on your part to maintain your account in good standing or otherwise meet standards for qualifying for this promotion. This promotion only applies to referrals of new UNest customers. For the avoidance of doubt, if either you or the customer you refer is ineligible for the reward under this promotion, you will not receive the reward. Referral awards are made at the sole discretion of UNest. 

UNest – Invite 3 Friends, Get an Apple 10.2” iPad

The Reward

When a UNest Customer refers three (3) new UNest Customers who become UNest subscribers and each sets up a UNest account using your personal invitation code or referral link that you shared with them during the promotional period (July 9 – July 31, 2021) in accordance with the eligibility criteria below, you will receive an Apple 10.2” iPad. Each new eligible UNest subscriber referred by you during the promotional period must completely set up their UNest account and each referral account must be approved by UNest and the accounts of all 3 referrals must be properly funded.  Limit one reward per customer.  Reward is subject to availability and may be substituted for a comparable reward.

Eligibility

You are eligible to receive for this reward one time once three (3) subscribers use your personal invitation code or referral link that you shared with them during the promotional period (July 9 – July 31, 2021) when they sign up for a new UNest subscription and (2) completes an initial $5 investment in an UNest Account from a linked bank account funding source. You must keep  your account open for 3 months from the end of the promotional period. Anyone who earns a reward under this promotion will only receive such reward if their UNest subscription and each of their UNest accounts are in good standing with UNest at all times between meeting the eligibility criteria and the time the reward is invested.

Important Disclosures and Additional Information

This promotion is a limited time offer. Advisory services offered by UNest Advisers, LLC (“UNest”), an SEC-registered investment advisor. Investing involves risk and investments may lose value, including the loss of principal. Please consider your objectives, risk tolerance, and UNest’s fees before investing. Past performance is not a guarantee of future results. UNest reserves the right to restrict, revoke or change this offer at any time at its discretion. UNest may provide other offers to other customers during the same promotional period. UNest is not responsible for any failure on your part to maintain your account in good standing or otherwise meet standards for qualifying for this promotion. This promotion only applies to referrals of new UNest customers. For the avoidance of doubt, if either you or the customer you refer is ineligible for the reward under this promotion, you will not receive the reward. Referral awards are made at the sole discretion of UNest. 

UNest May 2021 Gift Link Sweepstakes

OFFICIAL RULES

No purchase necessary to enter to win. A purchase will not increase your chances of winning. THIS SWEEPSTAKES IS VOID IN FLORIDA, NEW YORK, AND WHERE PROHIBITED BY LAW. Do not proceed in this promotion if you are not a legal resident of the United States. Internet access is required. Neither Facebook nor Instagram are sponsors of this promotion.

ELIGIBILITY

The UNest May Gifting Sweepstakes (the “Sweepstakes”) is offered by UNest Advisers, LLC, an SEC registered investment advisor. The Sweepstakes is open to legal residents of the United States, including the District of Columbia and legal territories, but not including Florida and New York, who are at least 18 years of age and the age of majority in their jurisdiction of residence at time of entry. Entrants do not need to have an UNest account to participate. Void where prohibited. Employees of UNest Advisers, LLC (the “Sponsor”), and its parent companies, subsidiaries, affiliates, advertising agencies, public relations agencies, prize suppliers, including any vendors providing services in connection with this Sweepstakes (collectively, the “Sponsor Affiliates”), and employees, agents, directors, officers of Sponsor or any Sponsor Affiliates are not eligible to participate. Associated persons of unaffiliated securities firms (broker-dealers or investment advisors) are not eligible to enter or to win the Sweepstakes. The Sweepstakes is subject to all applicable federal, state, and local laws.

SUBMISSION PERIOD

The Sweepstakes begins on or about 8:00 a.m. Pacific Time on May 1, 2021 and ends on or about 11:59 p.m. Pacific Time on June 30, 2021 (the “Gift Link Period”). There is a limit of referrals per person during the Referral Period.

HOW TO ENTER

To enter, comment with your UNest account ‘gifting link’ on posts from UNest’s official Instagram account that include a “#gifting” tag and include instructions to post your gifting link during the Submission Period. For an Entrant to be eligible for entry in the Sweepstakes, the Entrant must have an account in good standing and post a valid gifting link. Sponsor defines an account in good standing as a verified investment account with a successful investment.

Upon posting of a valid gifting link, the Entrant will receive one (1) Sweepstakes entry.

Entry times will be determined using Sponsor’s computer, which will be the official clock for the Sweepstakes. Each Entrant must comply with applicable and respective website and social media Acceptable Use Policies.

To be eligible for the Sweepstakes, replies/comments must be posted/received before the end of the Submission Period. Submissions generated by, or any use of, script, macro, automatic, programmed, robotic, or like entry methods will be void, and all Entrants using such methods will be disqualified. 

Free Mail-In Method of Entry: To enter without completing a reply/comment method of entry, follow these instructions. On a 3″x5″ card, hand print your full name, complete home address including zip code, home telephone number with area code, e-mail address (if available), and mail the card in an envelope with sufficient first class postage to: Referral Sweepstakes, 5161 Lankershim Blvd., Suite 250, North Hollywood, CA 91601. Limit one (1) mail-in entry per envelope. No photocopies, facsimiles or mechanical reproductions of cards permitted. No metered mail will be accepted. Mail-in entries must be postmarked by June 22, 2021 and received by June 30, 2021.

Sponsor is not responsible for lost, late, illegible, stolen, incomplete, invalid, unintelligible, misdirected, technically corrupted or garbled entries, which will be disqualified, or for problems of any kind whether mechanical, human or electronic. Proof of sending does not constitute proof of actual receipt by Sponsor for purposes of these Official Rules. Sponsor reserves the right, in its sole and absolute discretion, to disqualify and reject any entries that are inappropriate for any reason.

WINNER SELECTION AND NOTIFICATION

The potential prize winners will be selected in a random drawing within one (1) day of each UNest Instagram post. The Sponsor will notify the potential winners via email. If (i) a potential winner cannot be reached within one (1) day of the first notification attempt; (ii) a potential winner is found to be ineligible or does not comply with these Official Rules; (iii) a potential winner’s prize, prize notification, or required verification documentation is not received or returned as undeliverable; or (iv) a potential winner cannot or does not accept the prize for any reason, the potential winner will be disqualified and an alternate potential winner will be selected from the remaining eligible entries for the applicable drawing. Sponsor, in its sole discretion, will attempt to contact up to two (2) potential winners of a prize in accordance with the above procedure, within 30 days, after which the prize in question may go unawarded if it remains unclaimed.

Once a potential winner has responded to the notification, the potential winner may be sent additional verification documentation including, if applicable, an Affidavit of Eligibility and Liability, and where permissible, a Publicity Release via email, postal mail and/or express mail at Sponsor’s sole discretion.

By entering and/or participating, participants agree:

(i) to be bound by these Official Rules and Sponsor’s Privacy Policy available at: https://unest.co/contest-sweepstakes-terms/

(ii) that the decisions of the Sponsor are final and binding on all matters relating to the Sweepstakes;

(iii) to be contacted by Sponsor by direct message, e-mail, telephone and/or mail; and

(iv) to release and hold harmless Sponsor and the Released Parties (defined below) from and against any and all liability for injuries and/or damages (including death) sustained in connection with acceptance, possession, use and/or misuse of the prize or related to participation in the Sweepstakes.

PRIZES

Multiple winners will be randomly selected throughout the duration of the Sweepstakes.  A winner will be chosen for each Instagram post.  Winners will win:

(i) a random cash prize deposited into their UNest Gifting Account (not their UNest Investment Account).  Cash prizes will be awarded in random denominations until a total of $500 has been awarded in the aggregate.  There will be an unknown number of winners until the Sweepstakes has concluded.

Each Entrant is eligible to win a maximum of one (1) Prize. Rewards are in the form of a cash contribution in your UNest gifting account (not your UNest Investment Account), unless your entry was a mail-in entry. If your entry was a mail-in entry and you win a Prize, the reward will consist of a check in the amount of your Prize. Prizes are awarded “as is” with no warranty or guarantee, either express or implied. Winner agrees to comply with all applicable terms, restrictions and regulations in connection with the Prize.

All details of Prizes will be determined by Sponsor in its sole discretion. Winners are not entitled to exchange or transfer Prizes or to obtain other substitutes, except Sponsor reserves the right to substitute prize(s) or portions thereof of equal or greater value if the Prizes listed or any portion thereof is unavailable for any reason. Except where prohibited by law, the winner is solely responsible for all other costs and expenses. All federal, state and local taxes associated with the receipt or use of any Prize are solely the responsibility of the winner.

Odds of winning the prizes depend on the total number of eligible entries received during the Submission Period.

PUBLICITY & MARKETING

Submission of contact information in connection with this Sweepstakes (whether or not required), including without limitation mailing address, phone number, email address, constitutes permission for Sponsor to use participant’s personal information for purposes of administration of the Sweepstakes.

Except where prohibited by law, by accepting a Prize, winner grants Sponsor and its designees permission to use their name, voice, Prize information, biographical data, and city and state of residence on a winner’s list (if applicable) and for programming, publicity, and promotional purposes (including without limitation, posting such winner’s name on Sponsor’s social media channels), worldwide in all forms of media now known or hereafter developed, in perpetuity, without further compensation unless prohibited by law. Sponsor and its designees are not obligated to use any of the above mentioned information or materials, but may do so and may edit such information or materials, at Sponsor’s sole discretion, without further obligation or compensation.

RELEASE OF LIABILITY & INDEMNIFICATION

Participants agree to these Official Rules and the decisions of the Sponsor. Participants release and hold harmless each of Sponsor, Sponsor Affiliates, Facebook, Inc., and their respective directors, officers, employees, agents and assigns, (the “Released Parties”) from and against any and all claims and liability and failures of any kind (whether caused by computer, technical, or human error) which may either limit the participant’s ability to refer a friend, claim a Prize, or otherwise participate in this Sweepstakes, or a Released Party’s ability to include all eligible entries, judging, notify potential winners, or otherwise execute this Sweepstakes in the manner intended. Participants further release and hold harmless the Released Parties from all liability, claims or actions of any kind for injuries, death, damages, or losses to persons or property alleged to have been sustained in connection with this Sweepstakes including, but not limited to: (i) the receipt, ownership or use of any prize awarded; (ii) unauthorized human intervention in any part of the entry process or the Sweepstakes; (iii) electronic or human error in the administration of the Sweepstakes or the processing of entries; (iv) any typographical or other error in these Official Rules or any other materials disseminated by Sponsor; and (v) any technical malfunction, failure, error, omission, interruption, deletion, defect, delay in operation or communications line failure, regardless of cause, with any equipment, systems, networks, lines, satellites, servers, computers, or providers used by an participant or Released Party.

OTHER TERMS

Decisions of Sponsor on all matters related to the Sweepstakes are final. Sponsor reserves the right to cancel or modify the Sweepstakes for any reason, including but not limited to, if fraud, misconduct or technical failures destroy the integrity of the Sweepstakes, or if a computer virus, bug, or other technical problem corrupts the administration, security, or proper administration of the Sweepstakes as determined by Sponsor, in its sole discretion. Sponsor reserves the right to disqualify or prohibit the participation of an individual if fraud or tampering is suspected, or if the individual fails to comply with any requirement of participation or with any provision in these Official Rules.

CAUTION: ANY ATTEMPT TO DELIBERATELY DAMAGE OR UNDERMINE THE OPERATION OF THIS CONTEST IS A VIOLATION OF CRIMINAL & CIVIL LAWS. SPONSOR RESERVES THE RIGHT TO DISQUALIFY AND/OR SEEK DAMAGES FROM ANY INDIVIDUAL MAKING ANY SUCH ATTEMPTS TO THE FULL EXTENT PERMITTED BY LAW.

GOVERNING LAW

This Sweepstakes shall be governed by and interpreted under the laws of the State of California without regard to its conflicts of laws provisions. Except where prohibited, participants agree that any and all disputes, claims, and causes of action arising out of, or connected with the Sweepstakes or any prize awarded shall be resolved individually, without resort to any form of class action. By participating, participants agree that any and all disputes arising out of or relating in any way to this Sweepstakes shall be litigated only in State and Federal courts sitting in Irvine, California.

SEVERABILITY

If any provision(s) of these Official Rules are held to be invalid or unenforceable, all remaining provisions hereof will remain in full force and effect.

NO AFFILIATION WITH FACEBOOK OR INSTAGRAM

This Sweepstakes is in no way sponsored, endorsed or administered by, or associated with Facebook or Instagram. Any questions, comments or complaints regarding the Sweepstakes should be directed to Sponsor, not Facebook or Instagram, or any other named or depicted third party sponsor as described above.

WINNER LIST AND OFFICIAL RULES

For a copy of these Official Rules or a list of winners, send a self-addressed, stamped, #10 business envelope to UNest 2021 April Referral Sweepstakes, ATTN: Official Rules (or “Winner’s List”) Request, 5161 Lankershim Blvd., Suite 250, North Hollywood, CA 91601.” Rules requests must be received no later than one month after the end of the Entry Period and winner’s list request must be received within three (3) months of the end of the Entry Period. Vermont residents may omit return postage for rule requests.  

SPONSOR

UNest Advisers, LLC, 5161 Lankershim Blvd., Suite 250, North Hollywood, CA 91601.

Advisory services offered by UNest Advisers, LLC (“UNest”), an SEC-registered investment advisor. Investing involves risk and investments may lose value, including the loss of principal. Please consider your objectives and UNest’s fees before investing. Past performance is not a guarantee of future results. © UNest Holdings Incorporated. All rights reserved. 

UNest April 2021 “Financial Literacy Month Video” Contest
OFFICIAL RULES

NO PURCHASE NECESSARY TO ENTER, WIN OR CLAIM THE PRIZE. A PURCHASE or payment WILL NOT INCREASE AN ENTRANT’s CHANCES OF WINNING.

ENTRY VIA VIA TIKTOK AND/OR INSTAGRAM ONLY AND A UNEST, TIKTOK AND/OR INSTAGRAM ACCOUNT AND INTERNET CONNECTION ARE REQUIRED. THE CONTEST IS IN NO WAY SPONSORED, ENDORSED OR ADMINISTERED BY ANY PARTIES OTHER THAN UNEST.

BY ENTERING THE CONTEST, YOU AGREE TO THESE OFFICIAL RULES, WHICH ARE A CONTRACT, SO READ THEM CAREFULLY BEFORE ENTERING. WITHOUT LIMITATION, THIS CONTRACT INCLUDES INDEMNITIES TO THE SPONSOR FROM YOU AND A LIMITATION OF YOUR RIGHTS AND REMEDIES.
ELIGIBILITY: Open only to legal residents of the fifty (50) United States and the District of Columbia who are of eligible age to participate in their jurisdiction and 18 years of age or older. Void where prohibited. Employees (and their immediate families (parent, child, spouse or sibling and their respective spouses, regardless of where they reside) and those living in their same households, whether or not related) of UNest Holdings Incorporated (“Sponsor”), and its respective parents, affiliates, subsidiaries and advertising and promotion agencies are not eligible to enter or win. By participating, entrants agree to be bound by these Official Rules and the decisions of the judges and/or Sponsor, which are binding and final on matters relating to this contest. Contest is subject to all applicable federal, state and local laws.
THE ENTRY PERIOD: Contest begins at 11:00 a.m. Pacific Time (“PT”) on April 1, 2021 and ending at 11:59 p.m. PT on April 30, 2021 (the “Entry Period”).
TO ENTER: You must have an active UNest investment account in good standing. You must have an active TikTok and/or Instagram account and post a video about UNest and/or financial literacy using the #UNestApp tag (“Video”). All Videos must be posted by 11:59 p.m. PT on April 30, 2021 be eligible. Entries generated by script, macro or other automated means or means which subvert the entry process will be void. All entries become the property of Sponsor and will not be acknowledged or returned.
DRAWING: Potential winner will be the person to have the most likes on their posted Video at the end of the Entry Period. Odds of winning depend on the number of eligible entries received.
WINNER NOTIFICATION: Potential winner will be notified by TikTok or Instagram direct message. Potential winner may be required to execute and return an affidavit of eligibility, a liability release and, where lawful, a publicity release within seven (7) days of date of issuance. If such documents are not returned within the specified time period, a prize or prize notification is returned as undeliverable, Sponsor is unable to contact a potential winner or a potential winner is not in compliance with these Official Rules, prize will be forfeited and, at Sponsor’s sole discretion, an alternate winner selected. It is a potential winner’s responsibility to set his/her Social Media Account as applicable, to accept contacts by Sponsor and to timely check such account for any Sponsor direct messages.
PRIZES: PRIZE 1 – A $5,000 investment will be deposited in the winner’s UNest investment account. The $5,000 will be used by UNest Advisers, LLC to purchase investment exchange traded fund shares on Winner’s behalf through Clearing Broker in the amounts and types that correspond to Winner’s selected UNest investment portfolio type.
Prizes are in the form of an investment and are awarded “as is” with no warranty or guarantee, either express or implied by Sponsor. Winners may not substitute, assign or transfer prize or redeem prize for cash, but Sponsor reserves the right, at its sole discretion, to substitute prize (or portion thereof) with one of comparable or greater value. Winners are responsible for all applicable federal, state and local taxes, if any, as well as any other costs and expenses associated with prize acceptance and use not specified herein as being provided. All prize details are at Sponsor’s sole discretion. Please note that all investments are subject to risk including loss of principal.
GENERAL CONDITIONS: Released Parties (as defined below) are not responsible for lost, late, incomplete, inaccurate, stolen, misdirected, undelivered, garbled, or illegible entries; or for lost, interrupted or unavailable network, server, Internet Service Provider (ISP), website, or other connections, availability or accessibility or miscommunications or failed computer, satellite, telephone or cable transmissions, lines, or technical failure or jumbled, scrambled, delayed, or misdirected transmissions or computer hardware or software malfunctions, failures or difficulties, or other errors or difficulties of any kind whether human, mechanical, electronic, computer, network, typographical, printing or otherwise relating to or in connection with the contest, including, without limitation, errors or difficulties which may occur in connection with the administration of the contest, the processing of entries, the announcement of the prizes or in any contest-related materials. Released Parties are also not responsible for any incorrect or inaccurate information, whether caused by other entrants or site users, tampering, hacking, or by any equipment or programming associated with or utilized in the contest. Released Parties are not responsible for injury or damage to participants’ or to any other person’s computer related to or resulting from participating in this contest or downloading materials from or use of the website. Persons who tamper with or abuse any aspect of the contest or website or who are in violation of these Official Rules, as solely determined by Sponsor, will be disqualified and all associated entries will be void. Should any portion of the contest be, in Sponsor’s sole opinion, compromised by virus, worms, bugs, non-authorized human intervention or other causes which, in the sole opinion of the Sponsor, corrupt or impair the administration, security, fairness or proper play, or submission of entries, Sponsor reserves the right at its sole discretion to suspend, modify or terminate the contest and, if terminated, at its discretion, select the potential winners from all eligible, non-suspect entries received prior to action taken or as otherwise deemed fair and appropriate by Sponsor. Entrants, by participating, agree that Sponsor and its respective parents, affiliates, subsidiaries and advertising and promotion agencies and all of their respective officers, directors, employees, representatives and agents (collectively, “Released Parties”) will have no liability whatsoever for, and shall be held harmless by entrants against, any liability, for any injuries, losses or damages of any kind, including death, to persons, or property resulting in whole or in part, directly or indirectly, from acceptance, possession, misuse or use of any prize or participation in this contest. Each winner, by acceptance of prize, except where legally prohibited, grants permission for Sponsor and its designees to use his/her name, address (city and state), photograph, voice and other likeness and prize information for advertising, trade and promotional purposes without further compensation, in all media (including digital media) now known or hereafter discovered, worldwide in perpetuity, without notice or review or approval. By entering the contest, you consent to your name being placed on a public winners list and/or runners up list, which may be posted to the UNest’ Instagram page or other sites affiliated with UNest. In the event of a dispute regarding entries received from multiple users having the same e-mail account, or Instagram account, the authorized subscriber of the e-mail account or Instagram account at the time of entry will be deemed to be the entrant and must comply with these Official Rules. Authorized account subscriber is the natural person who is assigned the e-mail address by the Internet Service Provider (ISP), on-line service provider, or other organization responsible for assigning e-mail addresses or Instagram account. CAUTION: ANY ATTEMPT TO DAMAGE THE WEBSITE OR TO UNDERMINE THE LEGITIMATE OPERATION OF THE CONTEST IS A VIOLATION OF CRIMINAL AND CIVIL LAWS AND SHOULD SUCH AN ATTEMPT BE MADE, SPONSOR WILL DISQUALIFY ANY SUCH INDIVIDUAL AND RESERVES THE RIGHT TO SEEK DAMAGES (INCLUDING ATTORNEYS’ FEES) AND OTHER REMEDIES FROM ANY SUCH INDIVIDUAL TO THE FULLEST EXTENT PERMITTED BY LAW.
WINNERS’ LIST: For a copy of these Official Rules or a list of winners, send a self-addressed, stamped, #10 business envelope to UNest 2021 Monthly Sweepstakes (April), ATTN: Official Rules (or “Winner’s List”) Request, 5161 Lankershim Blvd., Suite 250, North Hollywood, CA 91601.” Rules requests must be received no later than one month after the end of the Entry Period and winner’s list request must be received within three (3) months of the end of the Entry Period. Vermont residents may omit return postage for rule requests.
© UNest Holdings Incorporated. All rights reserved.
Advisory services offered by UNest Advisers, LLC (“UNest”), an SEC-registered investment advisor. Investing involves risk and investments may lose value, including the loss of principal. Please consider your objectives and UNest’s fees before investing. Past performance is not a guarantee of future results. © UNest Holdings Incorporated. All rights reserved.

UNest April 2021 Referral Sweepstakes
OFFICIAL RULES

No purchase necessary to enter to win. A purchase will not increase your chances of winning. THIS SWEEPSTAKES IS VOID IN FLORIDA, NEW YORK, AND WHERE PROHIBITED BY LAW. Do not proceed in this promotion if you are not a legal resident of the United States. Internet access is required. Neither Facebook nor Instagram are sponsors of this promotion.
ELIGIBILITY
The UNest April Referral Sweepstakes (the “Sweepstakes”) is offered by UNest Advisers, LLC, an SEC registered investment advisor. The Sweepstakes is open to legal residents of the United States, including the District of Columbia and legal territories, but not including Florida and New York, who are at least 18 years of age and the age of majority in their jurisdiction of residence at time of entry. Entrants do not need to have an UNest account to participate. Void where prohibited. Employees of UNest Advisers, LLC (the “Sponsor”), and its parent companies, subsidiaries, affiliates, advertising agencies, public relations agencies, prize suppliers, including any vendors providing services in connection with this Sweepstakes (collectively, the “Sponsor Affiliates”), and employees, agents, directors, officers of Sponsor or any Sponsor Affiliates are not eligible to participate. Associated persons of unaffiliated securities firms (broker-dealers or investment advisors) are not eligible to enter or to win the Sweepstakes. The Sweepstakes is subject to all applicable federal, state, and local laws.
SUBMISSION PERIOD
The Sweepstakes begins on or about 8:00 a.m. Pacific Time on April 1, 2021 and ends on or about 11:59 p.m. Pacific Time on April 30, 2021 (the “Referral Period”). There is no limit of referrals per person during the Referral Period.
HOW TO ENTER
Referral Entry: To enter, refer friends to UNest during the Referral Period. For a referral to be eligible for entry in the Sweepstakes, the persons you refer must use your personal invitation code when they sign up. Friends must sign up on or after April 1, 2021 and have an account in good standing and make their first investment by April 30, 2021. Sponsor defines an account in good standing as a verified investment account with a successful investment.
Upon completion of the referral process, the registered referrer (the “Entrant”) will receive one (1) Sweepstakes entry per referral. Referrals who close their account before May 9, 2021, or make an investment that results in a reversal from their bank, will not qualify as an entry in the Sweepstakes.
Entry times will be determined using Sponsor’s computer, which will be the official clock for the Sweepstakes. Each Entrant must comply with applicable and respective website and social media Acceptable Use Policies.
To be eligible for the Sweepstakes, referrals must be received before the end of the Referral Period. Referrals generated by, or any use of, script, macro, automatic, programmed, robotic, or like entry methods will void, and all Entrants using such methods will be disqualified. Incomplete referrals, including but not limited to those referrals that do not address the requirements set forth in these Official Rules, will not be eligible. Referrals made by any means which subvert the participation process will be void in Sponsor’s sole discretion.
Free Mail-In Method of Entry: To enter without completing a referral method of entry, follow these instructions. On a 3″x5″ card, hand print your full name, complete home address including zip code, home telephone number with area code, e-mail address (if available), and mail the card in an envelope with sufficient first class postage to: Referral Sweepstakes, 5161 Lankershim Blvd., Suite 250, North Hollywood, CA 91601. Limit one (1) mail-in entry per envelope. No photocopies, facsimiles or mechanical reproductions of cards permitted. No metered mail will be accepted. Mail-in entries must be postmarked by April 22, 2021 and received by April 30, 2021.
Sponsor is not responsible for lost, late, illegible, stolen, incomplete, invalid, unintelligible, misdirected, technically corrupted or garbled entries, which will be disqualified, or for problems of any kind whether mechanical, human or electronic. Proof of sending does not constitute proof of actual receipt by Sponsor for purposes of these Official Rules. Sponsor reserves the right, in its sole and absolute discretion, to disqualify and reject any entries that are inappropriate for any reason.
WINNER SELECTION AND NOTIFICATION
The potential prize winners will be selected in random drawing on or around May 1, 2021. The Sponsor will notify the potential winners via email. If (i) a potential winner cannot be reached within one (1) day of the first notification attempt; (ii) a potential winner is found to be ineligible or does not comply with these Official Rules; (iii) a potential winner’s prize, prize notification, or required verification documentation is not received or returned as undeliverable; or (iv) a potential winner cannot or does not accept the prize for any reason, the potential winner will be disqualified and an alternate potential winner will be selected from the remaining eligible entries for the applicable drawing. Sponsor, in its sole discretion, will attempt to contact up to two (2) potential winners of a prize in accordance with the above procedure, within 30 days, after which the prize in question may go unawarded if it remains unclaimed.
Once a potential winner has responded to the notification, the potential winner may be sent additional verification documentation including, if applicable, an Affidavit of Eligibility and Liability, and where permissible, a Publicity Release via email, postal mail and/or express mail at Sponsor’s sole discretion.
By entering and/or participating, participants agree:
(i) to be bound by these Official Rules and Sponsor’s Privacy Policy available at: https://unest.co/april_bonus/
(ii) that the decisions of the Sponsor are final and binding on all matters relating to the Sweepstakes;
(iii) to be contacted by Sponsor by direct message, e-mail, telephone and/or mail; and
(iv) to release and hold harmless Sponsor and the Released Parties (defined below) from and against any and all liability for injuries and/or damages (including death) sustained in connection with acceptance, possession, use and/or misuse of the prize or related to participation in the Sweepstakes.
PRIZES
Eleven (11) winners will be randomly selected on or around May 1, 2021 to win one of two prizes:
(i) One (1) winner will receive a ten thousand dollar ($10,000) reward; and
(ii) ten (10) winners will receive a one thousand dollar ($1,000) reward (each, a “Prize”).
Each Entrant is eligible to win a maximum of one (1) Prize. Rewards are in the form of a purchase of investments in your UNest portfolio, unless your entry was a mail-in entry. If your entry was a mail-in entry and you win a Prize, the reward will consist of a check in the amount of your Prize. Prizes are awarded “as is” with no warranty or guarantee, either express or implied. Winner agrees to comply with all applicable terms, restrictions and regulations in connection with the Prize.
All details of Prizes will be determined by Sponsor in its sole discretion. Winners are not entitled to exchange or transfer Prizes or to obtain other substitutes, except Sponsor reserves the right to substitute prize(s) or portions thereof of equal or greater value if the Prizes listed or any portion thereof is unavailable for any reason. Except where prohibited by law, the winner is solely responsible for all other costs and expenses. All federal, state and local taxes associated with the receipt or use of any Prize are solely the responsibility of the winner.
Odds of winning the prizes depend on the total number of eligible entries received during the Submission Period.
PUBLICITY & MARKETING
Submission of contact information in connection with this Sweepstakes (whether or not required), including without limitation mailing address, phone number, email address, constitutes permission for Sponsor to use participant’s personal information for purposes of administration of the Sweepstakes.
Except where prohibited by law, by accepting a Prize, winner grants Sponsor and its designees permission to use their name, voice, Prize information, biographical data, and city and state of residence on a winner’s list (if applicable) and for programming, publicity, and promotional purposes (including without limitation, posting such winner’s name on Sponsor’s social media channels), worldwide in all forms of media now known or hereafter developed, in perpetuity, without further compensation unless prohibited by law. Sponsor and its designees are not obligated to use any of the above mentioned information or materials, but may do so and may edit such information or materials, at Sponsor’s sole discretion, without further obligation or compensation.
RELEASE OF LIABILITY & INDEMNIFICATION
Participants agree to these Official Rules and the decisions of the Sponsor. Participants release and hold harmless each of Sponsor, Sponsor Affiliates, Facebook, Inc., and their respective directors, officers, employees, agents and assigns, (the “Released Parties”) from and against any and all claims and liability and failures of any kind (whether caused by computer, technical, or human error) which may either limit the participant’s ability to refer a friend, claim a Prize, or otherwise participate in this Sweepstakes, or a Released Party’s ability to include all eligible entries, judging, notify potential winners, or otherwise execute this Sweepstakes in the manner intended. Participants further release and hold harmless the Released Parties from all liability, claims or actions of any kind for injuries, death, damages, or losses to persons or property alleged to have been sustained in connection with this Sweepstakes including, but not limited to: (i) the receipt, ownership or use of any prize awarded; (ii) unauthorized human intervention in any part of the entry process or the Sweepstakes; (iii) electronic or human error in the administration of the Sweepstakes or the processing of entries; (iv) any typographical or other error in these Official Rules or any other materials disseminated by Sponsor; and (v) any technical malfunction, failure, error, omission, interruption, deletion, defect, delay in operation or communications line failure, regardless of cause, with any equipment, systems, networks, lines, satellites, servers, computers, or providers used by an participant or Released Party.
OTHER TERMS
Decisions of Sponsor on all matters related to the Sweepstakes are final. Sponsor reserves the right to cancel or modify the Sweepstakes for any reason, including but not limited to, if fraud, misconduct or technical failures destroy the integrity of the Sweepstakes, or if a computer virus, bug, or other technical problem corrupts the administration, security, or proper administration of the Sweepstakes as determined by Sponsor, in its sole discretion. Sponsor reserves the right to disqualify or prohibit the participation of an individual if fraud or tampering is suspected, or if the individual fails to comply with any requirement of participation or with any provision in these Official Rules.
CAUTION: ANY ATTEMPT TO DELIBERATELY DAMAGE OR UNDERMINE THE OPERATION OF THIS CONTEST IS A VIOLATION OF CRIMINAL & CIVIL LAWS. SPONSOR RESERVES THE RIGHT TO DISQUALIFY AND/OR SEEK DAMAGES FROM ANY INDIVIDUAL MAKING ANY SUCH ATTEMPTS TO THE FULL EXTENT PERMITTED BY LAW.
GOVERNING LAW
This Sweepstakes shall be governed by and interpreted under the laws of the State of California without regard to its conflicts of laws provisions. Except where prohibited, participants agree that any and all disputes, claims, and causes of action arising out of, or connected with the Sweepstakes or any prize awarded shall be resolved individually, without resort to any form of class action. By participating, participants agree that any and all disputes arising out of or relating in any way to this Sweepstakes shall be litigated only in State and Federal courts sitting in Irvine, California.
SEVERABILITY
If any provision(s) of these Official Rules are held to be invalid or unenforceable, all remaining provisions hereof will remain in full force and effect.
NO AFFILIATION WITH FACEBOOK OR INSTAGRAM
This Sweepstakes is in no way sponsored, endorsed or administered by, or associated with Facebook or Instagram. Any questions, comments or complaints regarding the Sweepstakes should be directed to Sponsor, not Facebook or Instagram, or any other named or depicted third party sponsor as described above.
WINNER LIST AND OFFICIAL RULES
For a copy of these Official Rules or a list of winners, send a self-addressed, stamped, #10 business envelope to UNest 2021 April Referral Sweepstakes, ATTN: Official Rules (or “Winner’s List”) Request, 5161 Lankershim Blvd., Suite 250, North Hollywood, CA 91601.” Rules requests must be received no later than one month after the end of the Entry Period and winner’s list request must be received within three (3) months of the end of the Entry Period. Vermont residents may omit return postage for rule requests.
SPONSOR
UNest Advisers, LLC, 5161 Lankershim Blvd., Suite 250, North Hollywood, CA 91601.
Advisory services offered by UNest Advisers, LLC (“UNest”), an SEC-registered investment advisor. Investing involves risk and investments may lose value, including the loss of principal. Please consider your objectives and UNest’s fees before investing. Past performance is not a guarantee of future results. © UNest Holdings Incorporated. All rights reserved.