Cash-Back Policy

At Capital Crest, we understand the importance of providing excellent service and ensuring our clients' satisfaction. As part of our commitment to transparency and client-centricity, we have developed a cash-back policy that outlines the circumstances under which clients may be eligible for a refund.

Eligibility for Cash-Back

In order to be eligible for a cash-back, clients must meet the following criteria:

  • The client must have an active investment account with Capital Crest.
  • The client must have experienced a financial loss due to the performance of their investments.
  • The client's loss must be attributable to factors beyond their control, such as market volatility or unforeseen economic events.
  • The client must submit a formal request for a cash-back within 30 days of incurring the loss.
  • The client's request must be supported by relevant documentation, including investment statements and transaction records.

Cash-Back Process

Once a client meets the eligibility criteria and submits a formal request for a cash-back, our dedicated customer support team will initiate the review process. The process typically involves the following steps:

  1. Verification: Our team will verify the client's eligibility and review the provided documentation.
  2. Investigation: We will conduct a thorough investigation into the circumstances surrounding the client's financial loss.
  3. Decision: Based on the findings of the investigation, we will make a decision regarding the client's cash-back request.
  4. Notification: We will notify the client of our decision, providing clear explanations and any applicable refund amount.

Cash-Back Refund Options

If a client's cash-back request is approved, they will have the following options for receiving their refund:

  • Direct Deposit: The refund amount can be directly deposited into the client's designated bank account.
  • Account Credit: The refund amount can be credited to the client's investment account, offsetting future fees or charges.
  • Cheque: A physical cheque can be issued to the client, which will be mailed to their registered address.

Exceptions and Limitations

It's important to note that the cash-back policy has certain exceptions and limitations, including:

  • Cash-back requests will only be considered for eligible clients who meet the specified criteria.
  • The maximum refund amount will be based on the client's actual financial loss, subject to verification and investigation.
  • Cash-back requests related to fraudulent or illegal activities will not be entertained.
  • Capital Crest reserves the right to modify or terminate the cash-back policy at any time, with appropriate notice to clients.

For further information or to initiate a cash-back request, please contact our customer support team via phone or email. We are here to assist you and ensure a smooth process.

Thank you for choosing Capital Crest as your trusted investment partner.


For general inquiries please contact legal@capital-crest.com