Terms and Conditions

PORTFOLIO AND PORTFOLIO PLUS OPTIONS

WHAT ARE THE APPLICABLE TERMS AND CONDITIONS FOR THE PORTFOLIO AND PORTFOLIO PLUS OPTIONS?

  • Portfolio and Portfolio Plus are upgrades that help you maximize the value of your CBA membership. The full and current Portfolio and Portfolio Plus details are available at: cba.org/portfolio and are subject to change at any time without notice.
  • The CBA’s Portfolio and Portfolio Plus Options may be purchased in addition to the Regular CBA Membership and there is a limit of one per member, per membership year.
  • The Portfolio and Portfolio Plus Options must be paid in full prior to activation. Portfolio and Portfolio Plus Options cannot be purchased via the CBA’s pre-authorized payment options.
  • Portfolio and Portfolio Plus Options are not eligible to be discounted, pro-rated, transferred or refunded.

CBA EDUCATION CREDITS

WHAT ARE CBA EDUCATION CREDITS? AND HOW DO THEY WORK?

  • Education credits are a pre-determined dollar amount applied toward the purchase of various products, services and activities offered by the CBA, Branches and the CCCA. They are part of the Portfolio and Portfolio Plus Options. Education credits included in each option are only activated once we have received your payment.
  • Education credits are only available for purchase through CBA's Portfolio and Portfolio Plus Options.
  • Any unused Education credits accumulated in a given membership year may be carried forward to subsequent CBA membership years.

WHAT CAN CBA EDUCATION CREDITS BE USED FOR?

CBA Education Credits can be applied towards the purchase of a variety of qualified CBA products, services and activities such as:

  • In-person and online Professional Development (PD)/Continuing Legal Education (CLE)
  • Sections enrollment fees (where applicable) and activities
  • Print and video material, subscriptions (excluding CBA National Magazine and The Canadian Bar Review)
  • Mid-winter meetings, conferences, etc.

REBATE REWARDS

WHAT IS A REBATE REWARD?  AND HOW DOES IT WORK?

  • The Rebate Reward is only available to individual members through the CBA's Portfolio and Portfolio Plus Options.
  • The amount of the rebate is based on the total dollar amount a member spent on qualifying purchases (excluding membership and Portfolio and Portfolio Plus Options fees), between June 1 and May 31 of the previous CBA membership year, and will be applied on the following year's CBA membership renewal invoice.
  • Depending on which Portfolio and Portfolio Plus Option you select, your savings is equivalent to 3% or 5%. You will receive the rebate as a reduction on next year’s CBA membership renewal invoice. Should a member choose not renew their membership, the rebate will be forfeited.