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Writer's pictureJessica Lee

Your Wealth, Your Vision. Let’s Build It Together

Updated: Dec 14



Take the first step toward securing your financial future today.


At Capsphere and Uno Advisers, we understand that every financial journey is unique. We’re here to guide you with clear, practical advice to help you make informed decisions and create a plan that suits your goals and needs.




HOW TO PARTICIPATE?


Step 1:


Register or Log In to your Capsphere account



Step 2:


Make a total minimum investment of RM1,000 in Capsphere Investment Notes during the campaign period 12/12/2024 to 12/01/2025. Multiple transactions are allowed.


Step 3:


Once you’ve reached the required investment amount, complete the campaign booking form to schedule your free session with Uno Advisers





Terms and Conditions

Terms and Conditions: “Your Wealth, Your Vision. Let’s Build It Together” Campaign.

These terms and conditions govern the “Your Wealth, Your Vision. Let’s Build It Together” campaign ("Campaign") organized by Capsphere Services Sdn. Bhd (“Capsphere”) and Uno Advisers Sdn Bhd (“Uno Advisers”). By participating in the Campaign, you agree to these terms and conditions:

 

1. Campaign Period

This Campaign is valid from 12/12/2024 until 12/01/2025, on a first-come, first-served basis, while slots are available.

 

2. Eligibility

This campaign is available to all Capsphere users who have invested a minimum of RM1000 across all Investment Notes within the campaign period. Eligible investors can sign up for a free consultation with Uno Advisers using the provided form during the campaign period. Participants must be 18 years or older. 

 

3. Free Initial Consultation

After registering through the provided form, participants will be contacted within 1 working day to arrange (1) a free financial consultation with Uno Advisers. The consultation is strictly for financial advisory purposes and will include a discussion of your financial situation and potential solutions tailored to your needs. The free consultation does not obligate the participant to engage Uno Advisers for any paid services.

 

4. 50% Off Professional Fees

If you wish to move forward with Uno Advisers for personalized paid services, you can enjoy a 50% discount worth up to RM500 on the fees for selected financial planning services provided by Uno Advisers. This discount applies only to the services discussed during the free initial consultation and must align with Uno Advisers’s offerings. Participants must confirm their decision to engage Uno Advisers for paid services before 12/01/2025 through [email/phone] to redeem the discount. 


5. Booking Requirements

All eligible Capsphere users must use the designated form on Capsphere’s website Form to book a free consultation with Uno Advisers. Consultations will be scheduled by Uno Advisers based on availability and are subject to scheduling limitations. To secure your preferred time slot, Capsphere users are encouraged to book as early as possible.

 

6. Non-Transferable

This free consultation and discount are strictly non-transferable, non-exchangeable, and cannot be converted into cash or other benefits. Redemption of the campaign is exclusively available to the Investor whose name is associated with their Capsphere account and who has fulfilled the investment requirements.


7. Redeem Limitations

The 50% discount on professional consultation fees is available for a single use only. Once applied to a consultation, the discount cannot be reused for future sessions. This offer is non-transferable and cannot be combined with any other promotions or discounts.


8. Changes or Cancellation

Capsphere and Uno Advisers reserve the right to modify, postpone, or cancel the Campaign at their sole discretion. Kindly note that no compensation or refunds will be issued in the event of a cancellation.

 

9. Liability Disclaimer

The advice provided during the free consultation is based on the information shared by the participant and is intended for general guidance. Capsphere and Uno Advisers are not liable for any financial decisions or outcomes arising from the consultation. Capsphere acts solely as a facilitator for the Campaign and is not responsible for the financial planning services provided by Uno Advisers.

 

10. Personal Data Protection

By participating in this Campaign, you consent to the collection, use, and processing of your personal data in accordance with applicable privacy laws and Capsphere's and Uno Advisers's Privacy Policies.

 

12. Contact Information

For any inquiries regarding this Campaign, please contact Capsphere at +60 12-592 7122 or contact@capsphere.com.my. By participating in the Campaign, you acknowledge that you have read, understood, and agree to these terms and conditions.




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