Business Acquisition Referral Terms V2

1. Scope and current status

These terms govern eligible referrals under an active, versioned SmartVest Business Acquisition Referral V2 campaign operated by SMARTVEST TECHNOLOGIES INC., Ontario Corporation Number 1001712591. They do not govern client-service referrals and do not rewrite terms accepted before this version. Check the Refer a Business page for the current campaign and admission status.

2. Eligibility and attribution

• The referrer must be an adult, identity-verified, active, and eligible under the campaign.
• The referred business must be genuinely new to SmartVest and identified by valid legal name and domain.
• Self-referrals, related entities, duplicates, existing businesses, and known leads inside the lookback period are excluded.
• First valid documented attribution controls; browser-supplied reward values cannot override the campaign.

3. Locked campaign terms

Before submission, SmartVest presents the campaign key, version, terms version, effective period, reward method, currency, qualification period, attribution window, eligible billing periods, qualifying payment count, exclusions, and fixed amount or capped percentage calculation. Affirmative acceptance is recorded immutably. Later changes do not rewrite an existing accepted snapshot.

4. When the V2 bonus begins

Submission, registration, verification, a Free plan, a trial, or a failed payment does not earn a bonus. Under an active V2 campaign, the year-one bonus begins only after the first successful eligible paid subscription payment. The locked year-one bonus equals the normal monthly list price of the original paid tier: Starter CA$29, Growth CA$49, or Unlimited CA$99 under this version. Monthly and annual billing use the same year-one bonus.

5. Vesting, recovery, and retention

The year-one bonus vests progressively over the first 12 paid service months, with proportional treatment of a partial month. If the paid relationship ends during year one, only the unearned amount is recorded as a private recovery balance; SmartVest does not debit a bank account or card and may use future eligible offsets. Upgrades do not increase the original locked bonus; a downgrade may recover the unvested difference. Years 2 through 10 may earn a retention bonus equal to 10% of the original year-one bonus only after a successful eligible renewal at the applicable calendar anniversary. The initial 90-day attribution window does not apply again to renewals. Ordinary cancellation in Month 14 creates no new Year-1 recovery and does not reverse an earned Year-2 bonus. No bonus applies for Year 11.

6. Unlimited eligible referrals; fixed per-Business lifecycle

The unlimited V2 campaign has no aggregate reward-dollar ceiling, no per-referrer earnings cap, and no limit on the number of eligible referrals, referrers, or acquired Businesses. All identity, payment, verification, fraud, duplicate, self-referral, related-entity, existing-Business and 90-day existing-lead exclusions remain in force. Each acquired Business has one finite 10-year lifecycle: Starter up to CA$55.10, Growth up to CA$93.10, or Unlimited up to CA$188.10 if every annual condition is satisfied. Free and trial plans earn CA$0. Financial monitoring thresholds are alerts only and cannot limit eligibility or earnings.

7. Future admission pause

SmartVest may explicitly pause admission of new referrals. A pause does not erase valid existing attributions, earned rewards, progressive Year-1 vesting, recovery rules, or Years 2–10 renewal obligations under their locked terms. Existing relationships must continue to meet those terms. Monitoring alerts never automatically pause admissions.

8. Funding, tax, and material connection

A qualified Business Acquisition Reward is funded by SmartVest as customer-acquisition marketing expense. It is not funded by the acquired business and is not a share of professional commission or client transaction value. The referrer must prominently disclose potential compensation where the referral is promoted and remains responsible for personal tax and reporting obligations.

9. Contact and governing terms

These terms supplement the Terms of Use and Privacy Policy. Conflicts are resolved in favour of non-waivable law and the more specific locked campaign terms. Contact: support@smartvest.ca; privacy@smartvest.ca.