2024 Cyber Monday Terms & Conditions

1. Promotional Period:
   Offers are valid only during the specified promotional period, unless otherwise stated. Appointments must be scheduled by deadline to qualify for the promotional pricing.
2. Account Funding Requirement:
   To qualify for any promotional offers, accounts must be funded by end of business day on Tuesday, December 31, 2024. Horizon Trust reserves the right to revoke promotional pricing if accounts remain unfunded beyond this date.
3. 401(k) Specific Offers:
   For 401(k) accounts, plan documents must be created and executed within the calendar year of 2024 to ensure compliance.
   • Appointments for 401(k) accounts must take place by Friday, December 13, 2024, to allow sufficient time for document preparation.
   • Failure to meet this deadline may result in forfeiture of the promotional offer.
4. Offer Limitations:
   Promotional offers, including discounts and free services, are available on a first-come, first-scheduled basis and are subject to appointment availability. Offers may only be combined with the other discounts or promotions outlined in this email.
5. Eligibility:
   These offers are exclusively for new accounts or specific services as described in the promotional email. Certain offers, like the Free 401(k) Tax-Free (Roth) Account, are contingent upon purchasing a Tax-Deferred 401(k) account and may have additional eligibility requirements.
6. Non-Transferability:
   Promotional offers are non-transferable and apply only to the recipient of this email. Horizon Trust reserves the right to verify the eligibility of participants.
7. Changes or Cancellations:
   Horizon Trust reserves the right to modify, extend, or cancel this promotion at any time without prior notice.
8. No Cash Value:
   Promotional offers have no cash value and cannot be redeemed for cash or applied retroactively to prior purchases.
9. Responsibility of the Account Holder:
   Account holders are responsible for ensuring that all required documentation is completed accurately and submitted on time to qualify for the promotional terms.
10. Contact for Support:
    If you have questions or need assistance, please contact our team before the promotional period ends to ensure your account is set up and funded in time.