Investor Milestones

Get rewarded for taking your private markets investing journey forward with us!

Complete AI KYC
Get a $50 Reward!

Get a $50 reward when you complete your KYC as an Accredited Investor.*
Choose from a selection of rewards from top brands in the region!
Refer to list of rewards below.

Valid till 31 Dec 2021.

* Does not stack with Referral Program.

How to KYC:

Complete your KYC as an Accredited Investor in 3 Simple Steps:

Select your Investor Profile (Accredited Investor)

Fill up your information

Upload supporting documents

Open Bond Account
Get a FREE 1 year subscription to BondEvalue App

Open your bond account on CapBridge and get a FREE 1 year subscription to the BondEvalue App. Unlock information on bonds, trends, insights and more!

Opening a Bond account is easy. Simply login to the CapBridge platform, click on 'Trade Bonds' and follow the instructions from there.

How to open a Bonds Account:

Step 1

Select ‘Trade Bonds’ on the left hand menu

Step 2

Check the box after you have read and agreed to the User Agreement

Step 3

Click ‘Let’s proceed’. You have
successfully opened your Bonds Account

Buy Your First Bond
Get a $100 reward of your choice.

Get a $100 reward of your choice when you purchase your first bond.^

Choose from a selection of rewards from top brands in the region.
Refer to list of rewards below.

Valid till 31 Dec 2021.

^ Minimum $10K bond value. Bond must be held for at least 3 months.

Choose your Reward

Select your reward from top brands in the region!

amazon.com

Grab Ride/Food/Mart/Express

*only applicable for SG/MY/ID/PH/TH

sephora.com

FAQ

To qualify as an Accredited Investor, individuals have to meet at least 1 of the following 3 criteria:

  1. Income not less than SGD300,000 in the last 12 months (or its equivalent in a foreign currency)
  2. Net personal assets exceeding SGD2 million (or its equivalent in a foreign currency) in value, of which the net value of the investor’s primary place of residence can only contribute up to SGD1 million
  3. Net Financial Assets exceeding SGD1 million (or its equivalent in a foreign currency) in value

BondbloX Bond Exchange (BBX) is operated by BondEvalue Pte Ltd. BondEvalue Pte Ltd is currently approved as a Recognised Market Operator (RMO) under the Monetary Authority of Singapore (MAS). CapBridge Pte Ltd is a member of the Bondblox Bond Exchange. We will automatically open a BondbloX account for you when you open a bond account on CapBridge.

 

More details can be found on the MAS’ Financial Institution Directory: https://eservices.mas.gov.sg/fid/institution/detail/235437-BONDEVALUE-PTE-LTD

No, you do not have to deposit any funds to open a bond account. Simply login to CapBridge and click on “Trade bonds” to open your bond account.

The BondEvalue App helps you track two-way bond prices, yields, portfolio analytics, bond market news, new bond issues and more.

Find out more here: https://bondevalue.com/

Please refer to our bonds FAQ here: https://capbridge.sg/faq-bonds/

No. The $100 reward is only valid with the purchase of the first bond based on the transaction completion time. Only transactions with a minimum of $10K will qualify. In addition, the bond must be held for at least 3 months from the date of purchase.

Upon completion of each milestone, you will receive an email within the first 7 business days of the next month to select your preferred choice of reward. Please indicate your reward by the 12th of the same month.

 

If we do not get a response by the 12th, or if you only submit your response after the 12th, the default reward will be sent to you. The default reward may be be subject to change any time based on CapBridge’s discretion.

You will receive your reward in your CapBridge registered email.

 

Milestone 1: Complete KYC as an Accredited Investor

All rewards successfully claimed by the 12th of the month will be distributed by the 15th of the same month. For example, if you claim your reward on or before 12 May, you will receive your reward by 15 May.

 

Milestone 2: Open Bond Account

Instructions for the subscription of the BondEvalue app reward will be sent to your CapBridge registered email. Simply download the BondEvalue app from your respective app store and enjoy your free year of subscription!

 

Milestone 3: Buy your First Bond

Only investors who purchase their first bond with a minimum of $10K value will qualify. Bond must be held for at least 3 months from the date of purchase. Qualified investors will receive an email to select their preferred reward at the end of 3 months.

All rewards successfully claimed by the 12th of the month will be distributed by the 15th of the same month. For example, if you claim your reward on or before 12 May, you will receive your reward by 15 May.

No. Rewards from our referral program and Investor Milestone program do not stack.

 

If you have gotten the $50 gift from our referral program, you will not be eligible to receive the $50 reward from the investor milestone program.

However, you may still qualify for the remaining rewards by completing the remaining milestones.

Terms and Conditions

  • This offer is only valid for existing qualified clients who have completed each investor milestone.
  • Limit one offer per qualified milestone with a maximum of one account per client. Rewards will be disbursed by the 15th of the every month.

  • The reward will be given according to the gift cards chosen. If the user does not select their gift card option by the 12th of the month, the default option of Amazon Gift Card will be given. Instructions for the subscription of BondEValue App reward will be provided via email.

  • CapBridge reserves the right to suspend accounts or remove the Incentives if we notice any activity that we believe is abusive, fraudulent, or in violation of the CapBridge’s Terms & Conditions.
  • CapBridge also has the right to review and investigate all referral activities and to suspend accounts or modify referrals in our absolute sole discretion as deemed fair and appropriate. 
  • CapBridge reserves the right to amend terms and conditions including changing the reward benefits of the promotion or offer, terminating the offer before stated validity date, changing the details of the promotion or offer or any other changes in order to protect the interests of the company or under circumstances of abuse.
  • The reward given is strictly not stackable with other incentives.