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Simplii Promo offer formulation: account holder 'on or before'
July 29, 2025
7:59 pm
AndreyG
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I am checking Simplii offer legal terms to understand if I am eligible. And I read formulation confusing to me.
"Offer is open only to [those who] ... have not held a Simplii Financial product as the primary account holder on or before June 18, 2024."
Is it a mis-type maybe? Should it mean 'on or after'? And if 'before' - how far? I have not held 'on' yet held 'before'. I closed my account with them Dec. 6 2023.
If anyone went through this please share comments.
Thank you,

July 29, 2025
9:42 pm
Norman1
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The legal terms seem correct. The $300 chequing account offer is limited to people who became Simplii clients recently (after June 18, 2024):

No Fee Chequing Account

Earn $300 — and ditch the monthly fees

Welcome offer: Earn $300 when you become a new Simplii Financial™ client and open a No Fee Chequing Account.

Terms apply. Offer ends October 31, 2025.

The Simplii Financial No Fee Chequing Account $300 offer (the “Offer”) begins on December 18, 2024 at 12:01 am ET and ends on October 31, 2025 at 11:59 pm ET (the “Offer Period”). The Offer consists of a $300 cash reward (the “Cash Reward”) to qualifying primary account holders for opening and using a new Simplii Financial No Fee Chequing Account (the “New Account”) and complying with the following requirements.

1. Eligibility

This Offer is open only to Canadian residents who: (i) have reached the age of majority in their province of residence and (ii) have not held a Simplii Financial product as the primary account holder on or before June 18, 2024. This Offer can be combined with all other offers unless otherwise indicated. Individuals who meet the foregoing eligibility requirements and otherwise comply with these Terms are referred to as “Eligible Client(s)”.

July 30, 2025
5:07 pm
COIN
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If you are an old loyal Simplii client, no $200 for you, do not pass GO.

"The phrase "do not pass go" in Monopoly means that a player must go directly to jail without collecting $200 for passing the "Go" space. This rule applies when a player is sent to jail by a Chance or Community Chest card, or by rolling doubles three times in a row. In general, players collect $200 when they pass "Go," but if they go to jail, they do not receive this money. "

July 30, 2025
9:25 pm
Pythagoras
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AndreyG said
"Offer is open only to [those who] ... have not held a Simplii Financial product as the primary account holder on or before June 18, 2024."  

I tried to figure out whether I had opened my Simplii account before or after June 18, 2024.
But on the website, I could only go back 13 months (to the beginning of July 2024).

Is there a way to figure out from the website when I opened my account?

July 30, 2025
11:29 pm
Norman1
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How about looking at the earliest eStatements for the account? The eStatements go back years.

July 31, 2025
7:24 am
Pythagoras
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Norman1 said
How about looking at the earliest eStatements for the account? The eStatements go back years.  

Thanks!
I found the eStatements!

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