Calamatta Cuschieri launches 'Refer a Friend' loyalty scheme for 2020

Calamatta Cuschieri has announced its new loyalty scheme for 2020 which provides existing clients who introduce new customers a range of rewards including free investment transactions.

For a limited period, all new referrals will entitle existing clients to a free investment, whereas friends introduced will also be exempt from any initial fees on their first investment. The scheme is valid until 30 April.

With local offices in Birkirkara, Sliema, Qormi, Fgura, Mosta and Valletta, customers can visit their preferred branch for a free financial health check that includes a review and consultation session of their current financial situation with one of the firms qualified financial advisors.

Calamatta Cuschieri’s financial advisors help individuals to protect and grow their finances by creating a financial plan according to their financial goals and matching these to the most suitable financial products which include investments, life insurance and pensions.

Clients also benefit from periodic reviews of their financial plan with their financial advisor.

“The Calamatta Cuschieri brand has over these past years continued to grow and establish itself as a leading provider of diverse wealth solutions. Throughout this campaign we want to reward the loyalty of our existing customers whilst welcoming new customers who can determine their financial needs through one of our financial advisors for a tailor-made service,” said Sergio Bellizzi, Calamatta Cuschieri’s Head of Distribution.

The Calamatta Cuschieri Group is Malta’s largest independent financial services group that pioneered the local financial services industry since 1972.

The Group currently employs more than 165 people and offers a wide range of services including Investment Advice, Life Insurance, Pensions, Savings Plans, Live Online Trading, Wealth Management, Fund Administration and Marketing services amongst others.

Calamatta Cuschieri is a founding member of the Malta Stock Exchange and the representative and the distributor for UBS Funds in Malta.