Compass Invest is celebrating its 20th anniversary, and we would like to thank you for trusting us.
As we celebrate our anniversary and International Friendship Day on 30 July, we invite you to refer a friend to Compass Invest and help them take their first step towards a more confident financial future. For every successful referral, you will receive €50 (BGN 97.79) in the form of units in the mutual fund of your choice: Mutual Fund "Compass Global Trends" or Mutual Fund "Compass Funds Select-21".
Campaign period: 30 July 2026 – 30 September 2026
How to take part
1. Invite a friend who is not yet a Compass Invest client. You can find the official campaign announcement on our Facebook and Instagram channels.
2. Your referred friend must contact Compass Invest and provide your name as the Referrer before submitting their first subscription order for fund units.
3. Once your friend has become a Compass Invest client, they must invest a minimum of €100 (BGN 195.58) in a mutual fund managed by the company, including through the Compass Investment Plan.
4. Once all campaign requirements have been met, you will receive your gift of €50 (BGN 97.79) in the form of units in either Mutual Fund "Compass Global Trends" or Mutual Fund "Compass Funds Select-21".
Frequently Asked Questions
Which fund should my referred friend invest in?
Your friend must invest a minimum of €100 in either Mutual Fund "Compass Global Trends" or Mutual Fund "Compass Funds Select-21", including through the Compass Investment Plan. A Compass Invest adviser will explain our services in detail. No previous investment experience is required.
Can I take part if I am not yet a Compass Invest client?
Yes. If you are not yet a client, both you and your referred friend will receive a complimentary one-to-one consultation with one of our experts. During the meeting, you will have the opportunity to discuss your financial goals, investment horizon and risk appetite, helping you make an informed decision.
To qualify for the campaign, both of you must become Compass Invest clients, and each of you must invest a minimum of €100 (BGN 195.58) separately. Before participating, you should decide who will act as the Referrer and who will be the Referred Friend. The gift of €50 (BGN 97.79) in the form of fund units is awarded only to the designated Referrer. The campaign is open to individuals aged 18 or over.
How many friends can I refer?
You may refer an unlimited number of friends and receive €50 worth of fund units for every successful referral. Our aim is to show more people that investing can be simple and accessible to anyone who wants to take care of their financial future.
Do I need to provide my friend’s personal details?
Your friend should contact us directly, or you can visit our office together after booking an appointment in advance. There is no need to provide your friend’s personal information beforehand.
Read the full campaign terms and conditions HERE.
Need more information? Get in touch with us.
This material is a marketing communication and does not constitute investment advice, investment research, a recommendation to invest, or any other form of investment recommendation.