Do good by investing better, together
You can now invite friends and/or family to invest alongside you — to effectively double (or triple or quadruple) your impact while reducing the fees for everyone.
How it works
We tried to keep it simple. When the person you refer mentions you while reserving an investment, you and the person you refer automatically benefit from a 0.05% discount on yearly management fees.
Example:
You invest €500,000 in a Portfolio Fund. Then, you refer five friends who have not previously invested through Carbon Equity. You now all benefit from reduced fees. Since you referred five friends, you will receive the maximum (5 times 0.05%) discount of 0.25% per year. This brings you all the way down to the fee setup for investors investing more than €2,500,000 — from 0.75% a year to 0.50% a year.
To put that into perspective, you will benefit from a yearly discount of €1,250 a year, or €15,000, over the course of a 12-year fund. Your friend(s) also receive a 0.05% discount, or more, if they also refer others.