HOW VESTIVY FOR BUSINESS WORKS

From company gift
to an ongoing fund.

Start with one gifting moment. Vestivy handles the company gifting experience, while each recipient gets their own private activation journey and personal Fund.

THE BUSINESS FLYWHEEL
Company gift€50
↓
Recipient activatesPersonal Fund
↓
Future contributionsCompany + friends & family ✦
01
CREATE THE MOMENT

Choose who you want to celebrate.

Create a company gifting campaign for employees, customers or partners. Use it for Christmas, birthdays, work anniversaries, promotions, rewards, new parents or another meaningful milestone.

ChristmasBirthdayPromotionAnniversaryRewardCustomer
02
SET THE GIFT

One recipient or one thousand.

Choose the investment gift amount and add your recipient list. Every person receives their own individual Vestivy gift rather than a pooled or shared company account.

100 recipients× €50 investment gift€5,000 gifted
03
MAKE IT YOURS

Brand the gifting experience.

Add your company message, occasion and brand treatment so the gift feels like it came from you — while the investment account remains the recipient's.

A GIFT FROMYour Company

For the next chapter. ✦

€50 toward your future
04
FUND & SEND

Pay once. Vestivy handles the distribution.

Fund the campaign, choose the delivery moment and send unique claim links to recipients. The company can track operational states such as sent, claimed and unclaimed without seeing private recipient portfolio data.

✓ Campaign funded✓ 100 gifts created✓ Scheduled for 20 DecPrivate portfolio data stays private
05
RECIPIENT ACTIVATION

They unwrap the gift, then make it theirs.

Each recipient opens their private Vestivy gift, claims it and completes the identity and account checks required for investment onboarding. The company is the gifter — not the investment account holder.

GIFT RECEIVED€50Claim gift → activate account → investment onboarding
06
THE GIFT BECOMES AN INVESTMENT

The full gift value goes toward their future.

Once the recipient is eligible and activated, the gifted capital can be invested through Vestivy's available investment product and regulated infrastructure. Vestivy's service fee is charged separately from the stated gift value.

GIFT VALUE€50→AVAILABLE TO INVEST€50
07
THE COMPANY CAN COME BACK

One-off or periodic contributions.

Once the recipient relationship exists, the company can contribute again whenever it wants — for the next birthday, promotion, anniversary, Christmas or reward — instead of starting from zero each time.

FIRST GIFT€50
+
WORK ANNIVERSARY€75
+
CHRISTMAS€50
08
THE RECIPIENT CAN SHARE THEIR FUND

One personal link. Every occasion.

After activation, the recipient can share their personal Vestivy Fund link wherever and whenever they want. Friends and family can contribute to the same Fund for birthdays, graduations, weddings, a new baby, holidays or simply because they want to support their future.

WHAT MAKES THE MODEL DIFFERENT

A company gift doesn't have to end
when the gift is claimed.

COMPANYGives→RECIPIENTActivates→FUNDStarts→COMPANYCan return+PERSONAL LINKCan be shared→ONE FUNDKeeps growing ✦

One company gift can become someone's first investment — and the beginning of a Fund that the company, friends and family can keep contributing to over time.

CLEAR ROLES

The company gives.
The recipient owns.

THE COMPANY

Creates the gifting moment.

Funds gifts, chooses recipients, personalizes campaigns and can see campaign-level operational status.

THE RECIPIENT

Owns the investment relationship.

Activates the account, completes required onboarding and controls their personal Fund and sharing link.

START WITH ONE OCCASION

Replace your next company gift
with a gift that grows.

You don't need to replace your whole gifting programme. Start with one campaign and see how recipients respond.