For Customer
Terms & Condition:
- Promotion Period: 19th February - 30th June 2025
- Valid for transactions using Investment Goals at the Welma feature on myBCA application during the program period, with a minimum transaction of IDR2,500,000
- Valid for the first 600 investors within the program period
- The minimum purchase is valid within 1 transaction (multiplications do not apply)
- Each customer is entitled to a maximum benefit of IDR100,000 during the program period, which will be given in the form of Mutual Fund units of the product purchased with the highest amount using Investment Goals during the program period or according to BCA policy
- There is a holding period where there is no redemption after the purchase for all products transacted using Investment Goals to participate in the program with estimated unit will be credited after the holding period, as follows:
Transaction Month
|
Holding Period
|
Credit Estimates on
|
February of 2025
|
Until 31st March 2025
|
3rd Week of April 2025
|
March of 2025
|
Until 30th April 2025
|
3rd Week of May 2025
|
April of 2025
|
Until 31st May 2025
|
3rd Week of June 2025
|
May of 2025
|
Until 30th June 2025
|
3rd Week of July 2025
|
June of 2025
|
Until 31st July 2025
|
3rd Week of August 2025
|
- The gifted Mutual Funds will be added to the Mutual Funds Portfolio which can be checked on myBCA via the “My Account” menu (it will not be added to the Investment Goals Portfolio)
- Customers who are eligible to receive the mutual fund benefit must follow all the conditions stated above which are final
Transaction & Mutual Funds Benefit Simulation:
Customers did Investment Goals transactions using investment guide with transaction details as follow:
Customer
|
Transaction Type | Transaction Date (during 2025) | Product | Transaction Amount (IDR)
|
Mutual Fund Benefit
|
Customer A
|
Investment Goals |
13 March (1x transaction worth IDR2.5 million) |
Mutual Fund A Mutual Fund B Mutual Fund C |
1,000,000 750,000 750,000 |
Mutual Fund A (according to the highest transaction value)
|
Customer B
|
Investment Goals |
13 March (1x transaction worth IDR2.5 million) |
Mutual Fund A Mutual Fund B Mutual Fund C |
500,000
500,000 500,000 |
Mutual Fund B (according to the highest transaction value) |
Non-Investment Goals |
19 March |
Mutual Fund C |
3,000,000
|
||
Top Up Investment Goals |
25 March |
Mutual Fund A Mutual Fund B Mutual Fund C |
1,000,000 3,000,000 1,000,000 |
||
Customer C |
Investment Goals |
13 March (1x transaction worth IDR1.5 million) |
Mutual Fund A Mutual Fund B Mutual Fund C |
500,000
500,000 500,000 |
Not Valid |
Non-Investment Goals |
19 March |
Mutual Fund C |
3,000,000
|
||
Top Up Investment Goals |
25 March |
Mutual Fund B |
2,000,000
|
||
Customer D
|
Non-Investment Goals |
6 March |
Mutual Fund A |
1,000,000
|
Not Valid
(because Investment Goals products are sold during the holding period) |
Investment Goals |
13 March (1x transaction worth IDR4 million) |
Mutual Fund A Mutual Fund B Mutual Fund C |
2,000,000
1,000,000 1,000,000 |
||
Sale Investment Goals |
25 March |
According to investment guide |
1,000,000
|
Download myBCA now to use Welma feature and enjoy this promotion