{"id":12104,"date":"2026-07-16T11:04:18","date_gmt":"2026-07-16T01:04:18","guid":{"rendered":"https:\/\/investors-admin.raizinvest.com.au\/?p=12104"},"modified":"2026-07-16T13:36:37","modified_gmt":"2026-07-16T03:36:37","slug":"raiz-customer-research-terms-and-conditions","status":"publish","type":"post","link":"https:\/\/raizinvest.com.au\/investors\/blog\/raiz-customer-research-terms-and-conditions\/","title":{"rendered":"Raiz customer research terms and conditions"},"content":{"rendered":"\n

1. Eligibility<\/strong><\/p>\n\n\n\n

This invitation is personal to you and can’t be transferred. You must be 18 or over, hold an active Raiz account, and book a session through the scheduling link. One research credit per customer. Raiz staff, their immediate family, and financial services industry professionals aren’t eligible.<\/p>\n\n\n\n

2. How you were selected<\/strong><\/p>\n\n\n\n

For this round of research, we’re inviting between 5 and 10 Raiz customers whose account and product usage fit the profile of this study. The number of participants invited and the customers selected are determined at Raiz’s discretion. Selection was carried out internally by Raiz using information collected through your use of our services, and is handled in accordance with the Raiz Privacy Policy. If you’re selected, we’ll contact you directly by email with an invitation and a link to book your session. Being invited doesn’t reflect anything about your account or its standing, and choosing to take part \u2014 or not \u2014 has no effect on your account or the services you receive.<\/p>\n\n\n\n

3. Qualifying for the credit<\/strong><\/p>\n\n\n\n

To receive the $50 credit you need to attend and complete your scheduled research session (up to 45 minutes). If you need to reschedule, just reply to your invitation email, no problem. If you don’t attend and don’t reschedule, the credit doesn’t apply. If the session ends early because of a technical issue or something on our side, you’ll still receive the credit in full. The credit is never conditional on what you say \u2014 honest and critical feedback is exactly what we’re looking for.<\/p>\n\n\n\n

4. How and when we’ll credit you<\/strong><\/p>\n\n\n\n

The $50 will be credited within 5 business days of the completion of your interview. You can choose to have it applied to your Main portfolio, a Raiz jar, or your Raiz Super account (where eligible) \u2014 just let us know your preference when you book, or during the interview. If you don’t tell us, we’ll apply it to your Main portfolio by default. Once credited, the amount is invested in accordance with the settings of the account it’s applied to, so its value can rise and fall like any investment. Normal account terms apply, including withdrawals. The credit can’t be exchanged for cash before it’s applied to your account. Any tax treatment of the credit is your responsibility, consider getting your own advice.<\/p>\n\n\n\n

5. Recording<\/strong><\/p>\n\n\n\n

With your consent, we’ll record the session (audio, video, and screen if you choose to share it). We’ll confirm your consent again at the start of the call, on the recording. If you’d prefer not to be recorded, you can still take part, we’ll take written notes instead, and you’ll still receive the credit.<\/p>\n\n\n\n

6. How we use and store recordings<\/strong><\/p>\n\n\n\n

Recordings and transcripts are used solely for internal research purposes. They will not be shared outside Raiz, published, or used in marketing. They’re stored securely with access limited to the research team, and in any research write-up you’re identified by a participant code, not your name. Recordings are deleted within 12 months of the study ending. You can withdraw your consent and ask us to delete your recording at any time by replying to your invitation email \u2014 you’ll keep your credit, no questions asked. Our handling of your personal information is governed by the Raiz Privacy Policy at\u00a0raizinvest.com.au\/privacy.<\/p>\n\n\n\n

7. Changes, cancellation and misuse<\/strong><\/p>\n\n\n\n

Research places are limited. We may decline or cancel a booking if the study is oversubscribed, rescheduled, or cancelled \u2014 we’ll tell you as soon as we can, and anyone who has already completed a session will still receive the credit. Acting reasonably, we may end a session early if it can’t proceed productively or respectfully; if we do, you’ll still receive the credit unless the session ended because of misuse. We may cancel a booking or withhold the credit where we reasonably believe these terms are being misused \u2014 for example, using an invitation that wasn’t sent to you, booking or attempting to claim more than one credit, not being the holder of the account invited, or materially misrepresenting who you are. If we update these terms before your session, we’ll give you the updated version when we confirm your booking, and you can withdraw without any consequence if you don’t accept the changes. Nothing in these terms limits any rights you have under the Australian Consumer Law.<\/p>\n\n\n\n

8. General<\/strong><\/p>\n\n\n\n

The research session is for feedback purposes only; nothing discussed is financial advice, and our researchers can’t provide advice during the session. We may adjust session availability or, if needed, cancel the research round (in which case anyone who has already completed a session will still receive the credit). Issued by Raiz Invest Australia Ltd<\/p>\n","protected":false},"excerpt":{"rendered":"

1. Eligibility This invitation is personal to you and can’t be transferred. You must be 18 or over, hold an active Raiz account, and book a session through the scheduling link. One research credit per customer. Raiz staff, their immediate family, and financial services industry professionals aren’t eligible. 2. How you were selected For this […]<\/p>\n","protected":false},"author":12,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_mi_skip_tracking":false},"categories":[4511,4525,19,1,20],"tags":[],"yst_prominent_words":[158,3518,4506,117,1183,281,3573]}