Offer only valid for selected individuals who have not previously funded the cash account accessible in the Otis Wealth, Inc. (“Otis”) mobile app and fund such cash account with a minimum of $50. Share (as defined below) bonus will be credited to the enrolled account within approximately one week.
Otis reserves the right to change the offer terms or terminate the offer at any time without notice. The offer is limited to one per account, with no more than one account enrolled per customer. The share bonus, when combined with the value received from all other offers in the last 12 months, may not exceed $500 per household. The offer is not transferable, saleable or valid in conjunction with certain other offers and is available to U.S. residents only. Employees, contractors or persons similarly associated with Otis or an Otis affiliate, members of their household(s) and employees of any securities regulatory organization or exchange are not eligible. Otis may decline requests to enroll in the offer at its discretion. Other restrictions may apply.
The share bonus is one limited liability company interest (each, a “share”) in a series of an affiliate of Otis, Otis Gallery LLC or Otis Collection LLC, selected randomly, when the bonus criteria are met, from Otis’ inventory of shares. Otis acquires shares in primary offerings of these affiliates, and share prices range from $10 and $100.
Neither receipt of a share through this program nor identification of a particular security in communications related to this program constitute a solicitation or offering of the security or a recommendation to buy, sell or hold the security. Neither Otis nor any of its affiliates provide investment advice or hereby recommend any security or transaction.
Consult with your tax advisor about the appropriate tax treatment for this offer and any tax implications associated with receipt of a share bonus before enrolling. Otis does not take responsibility for any tax related to this share bonus.