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Incentives: Terms and Conditions

Table of contents

 

Referral Program Terms and Conditions
V1.3 Active 01/11/2024

For the duration of this Referral Program, from 1st March 2025, any individual whose Referee completes registration and funds their ISA, GIA or SIPP Account with InvestEngine will qualify for up to £100 in "Referral Funding" for both the Referrer and Referee, or up to £200 for a Business Account, provided they both meet the terms and conditions below.

Referrer: In order to refer a friend, you must have already created and registered an InvestEngine Client Account, as well as invested in an InvestEngine Portfolio with at least £100 of your own money (excluding other promotional offers) prior to making the referral.

Referee (Friend): A Referee must be a new customer and have not previously registered with InvestEngine or used our services in the past.

The Referrer and Referee must both, in InvestEngine's reasonable opinion, be capable of being accepted as a customer of InvestEngine, in accordance with the requirements of InvestEngine's Standard Terms and Conditions and all applicable laws. The Referral Program is only valid for the first twenty-five (25) referrals made by the Referrer. A Referrer may make more than twenty-five referrals, but these will not result in Referral Funding for either the Referrer or the Referee.

To benefit from this Referral Program, the Referrer must complete an InvestEngine referral for a valid Referee by:

  • Clicking the "refer a friend" button on the InvestEngine platform to receive their unique referral link.
  • Sharing their unique referral link with a Referee.
  • Ensuring the Referee clicks on the link and proceeds to register as usual.
  • Having the Referee complete registration in accordance with the requirements of InvestEngine's Standard Terms and Conditions and all applicable laws.

Only referrals that are accepted by the InvestEngine referral system will count. Self-referrals are not accepted.

Following the completion of the Referee's registration with InvestEngine and investment into their Portfolio of £100, we will reveal your Referral Funding amount as below and add the Referral Funding into both the Referrer's and Referee's designated Portfolios. The Referrer must also have at least £100 funded in their respective account. We will seek to complete this within two Business Days; however, it may take up to five or more Business Days during busy periods. If your Referral Funding has not been received within five Business Days, please contact our Support team. Corporate customers will not be able to invest without a valid LEI.

The Referral Funding amount is generated by our internal system and will be displayed to the Referrer and Referee respectively via our platform and confirmed via their respective emails. Once a Referral Funding amount has been revealed, it cannot be changed. In case of any system error where there is a mismatch between the Referral Funding awarded and that which the Referrer or Referee expects, InvestEngine will honour the amount reflected in its system only.

The Referral Funding amount is randomly generated based on the following weightings:

Referral FundingBusiness Referral FundingProbability
£72–£100£180–£2005%
£26–£40£112–£14020%
£20–£24£100–£11075%

Due to the randomised nature of generation, the actual distributed awards may differ from the weightings above.

Following investment, both the Referee and Referrer must remain invested for a minimum of 12 months from the date they receive the Referral Funding, maintaining a minimum net investment funding of £100 plus the value of the Referral Funding. Other promotional rewards do not count towards this total. Failure to comply with the above requirements shall result in InvestEngine reclaiming an amount equal to the value of the Referral Funding from the Referrer's and Referee's Client Accounts.

If a referral bonus is not automatically credited, the referrer or referee must provide relevant account details upon request for verification. Failure to provide the necessary details may result in the forfeiture of the bonus. By participating in the referral program, users acknowledge that eligibility verification may require sharing certain information.

We reserve the right to change the terms and conditions for this 2024 Referral Program at any time or withdraw the program in its entirety without notice, for reasons practical, operational, or otherwise. We reserve the right to disqualify bonuses, rewards, or any promotional amount earned through fraudulent, illegal, or abusive methods. This offer is subject to our Standard Terms and Conditions and the laws of England and Wales. Any disputes arising out of or in connection with these terms shall exclusively be submitted to and dealt with by the competent court in England and Wales. Should there be any material conflict between the terms of this offer and the Standard Terms and Conditions, the Standard Terms and Conditions shall prevail.

InvestEngine is a trading name and registered trademark of InvestEngine (UK) Limited. InvestEngine (UK) Limited is Authorised and Regulated by the Financial Conduct Authority. The Firm Reference Number is 801128. InvestEngine (UK) Limited is incorporated in the UK with company number 10438231 and has its registered office at 57-59 Great Suffolk Street, London, SE1 0BB.

Our Standard Terms and Conditions can be found here. Certain capitalised words and expressions used in the Standard Terms and Conditions have the same meaning in these terms.

 

Updated Terms and Conditions for the Funding Bonus
Active 30/10/2024

The following Terms and Conditions ("Terms") apply to the Funding Incentive ("Offer") provided by InvestEngine (UK) Limited ("InvestEngine," "we," "us," or "our"). By participating in the Offer, you agree to be bound by these Terms.

  1. Eligibility 1.1 The Offer is open to individuals who have signed up for an InvestEngine account but have not yet completed the full registration and approval process, provided they have received the promotional email containing the Offer ("Eligible Customers"). 1.2 Eligible Customers must be residents of the United Kingdom and aged 18 years or over.

  2. Offer Details 2.1 Eligible Customers who have received the promotional email and make an investment in their InvestEngine portfolio by the date specified in the email will receive a bonus credited to their InvestEngine account. The amount of the Bonus will vary for different customers and will be specified in the promotional email sent to each customer. 2.2 The Bonus will be credited to your InvestEngine account as soon as possible after your investment clears and your account is approved. If you have not received your bonus within 30 days of meeting the criteria, please contact us at support@investengine.com. 

  3. How to Participate 3.1 Receive the promotional email sent by InvestEngine with details of the Offer. 3.2 Complete any remaining registration steps and ensure your account is approved, if not already done. 3.3 Make an investment in your InvestEngine portfolio by the date specified in the email. Corporate customers will not be able to invest without a valid LEI.

  4. Bonus Conditions 4.1 The Bonus is limited to one per Eligible Customer. 4.2 The Bonus is non-transferable and cannot be withdrawn for 12 months from the date it's credited to your account. 4.3 Following your investment, you must remain invested for a minimum of 12 months from the date you receive the Bonus, maintaining a minimum net investment of £100 plus the Bonus amount. Failure to meet these requirements may result in InvestEngine reclaiming the Bonus.

  5. General 5.1 The Offer cannot be used in conjunction with any other InvestEngine promotional offers. 5.2 InvestEngine reserves the right to amend, suspend, or terminate the Offer, in part or in full, at any time and for any reason, without prior notice. 5.3 Any decision made by InvestEngine regarding the Offer is final and binding.

  6. Limitation of Liability 6.1 InvestEngine accepts no responsibility for any loss or damage incurred as a result of participation in the Offer.

  7. Governing Law 7.1 This offer and its terms are subject to our Standard Terms & Conditions and these terms are governed by and construed in accordance with the laws of England and Wales.

Our Standard Terms and Conditions can be found here. Certain capitalised words and expressions used in the Standard Terms and Conditions have the same meaning in these terms.

  1. Contact Information 8.1 For any questions or concerns regarding the Offer, please contact our customer support at support@investengine.com.

InvestEngine is a trading name and registered trademark of InvestEngine (UK) Limited. InvestEngine (UK) Limited is Authorised and Regulated by the Financial Conduct Authority. The Firm Reference Number is 801128. InvestEngine (UK) Limited is incorporated in the UK with company number 10438231 and has its registered office at 57-59 Great Suffolk Street, London, SE1 0BB.

 

Partner Rewards Terms and Conditions

From time-to-time new customers who successfully open and fund an account with InvestEngine through a Partner Link or Promo Code will qualify for a Partner Reward to be added to their chosen portfolio provided they meet the terms and conditions below.

The offer is only open to new customers and only applies to one Portfolio per customer. Those New Customers qualifying for a Partner Reward will not qualify for any other InvestEngine Welcome Bonus scheme currently operating.

For the purpose of these terms "New Customers" are individuals who:

  • have successfully opened and funded an account with InvestEngine and chosen a Portfolio;
  • have not previously opened an account with InvestEngine or have used our services in the past; and
  • have arrived at InvestEngine's landing page via a tracked Partner Link or inputted a Promo code up to 90 days after first funding an account, or at any point during the opening an account process.
  • in InvestEngine's reasonable opinion, are capable of being accepted as a customer of InvestEngine, in accordance with the requirements of InvestEngine's Standard Terms and Conditions and all applicable law.

InvestEngine reserves the right to cancel any Client Accounts which do not meet these criteria.

An individual or business will be considered to have opened and funded an account if they have:

  • completed the InvestEngine risk questionnaire if required;
  • provided all requisite information about themselves or the business as required by our onboarding process;
  • agreed to our Standard Terms and Conditions and any accompanying documentation;
  • provided details for a valid nominated bank account; and
  • Funded the relevant minimum amount as specified by the relevant Partner or where no minimum is specified, the Minimum Portfolio level;

Following the opening and funding of an account with InvestEngine, we will fund the amount eligible under the reward amount as specified by the Partner into the New Customers' designated Portfolio (a "Partner Reward"). We will seek to complete this within two Business Days, however it may take up to 5 or more Business Days during busy periods. If your bonus has not been received within 5 Business Days, please contact our Support team. Business customers will not be able to invest without a valid LEI.

The New Customer must maintain a minimum net investment of the Minimum Portfolio level (£100) or the minimum amount as specified by the relevant Partner, whichever is higher (not including any bonuses, reward or any other promotional amount offered by InvestEngine) for a minimum of 12 months from the date they funded their account.

You will only be eligible for a Partner Reward where use of your Partner Link or Promo Code has been successfully tracked by our tracking provider, Impact. Disabling cookies, using adblockers or switching computers/browsers may affect Impact's ability to track your use of the Partner Link and you will not be entitled to the Partner Reward.

Failure to comply with the above requirements shall result in InvestEngine reclaiming an amount equal to the value of the Partner Reward. The Minimum Portfolio limit as referred to in our Standard Terms and Conditions applies where relevant. Failure to meet our Standard Terms and Conditions may result in the closure of your Client Account.

We reserve the right to change the terms and conditions for our Partner Reward program at any time or withdraw the program in its entirety without notice, for reasons practical, operational or otherwise. We reserve the right to disqualify bonuses, rewards or any promotional amount earned through fraudulent, illegal or abusive methods. This offer is subject to our Standard Terms and Conditions and the laws of England and Wales. Any disputes arising out of or in connection with these terms shall exclusively be submitted to and dealt with by the competent court in England and Wales. Should there be any material conflict between the terms of this offer and the Standard Terms and Conditions, the Standard Terms and Conditions shall prevail.

InvestEngine will only honour a Partner Reward from a valid Partner Link or Promo Code provided by an active Partner of InvestEngine. It is not the responsibility of InvestEngine to maintain or update the Partner Link or Promo Code provided by a current or former Partner and we reserve the right to refuse to honour a Partner Reward where the link or code has expired, is incorrect or the partnership has ceased. InvestEngine is under no obligation to make publicly available its active partnerships.

InvestEngine is a trading name and registered trademark of InvestEngine (UK) Limited. InvestEngine (UK) Limited is authorised and regulated by the Financial Conduct Authority. The Firm Reference Number is 801128. InvestEngine (UK) Limited is incorporated in the UK with company number 10438231 and has its registered office at 57-59 Great Suffolk Street, London, SE1 0BB.

Our Standard Terms and Conditions can be found here. Certain capitalised words and expressions used in the Standard Terms and Conditions have the same meaning in these terms.

 

Variable Partner Welcome Bonus Terms and Conditions

New customers who successfully open and fund an account with InvestEngine through a Partner Link or Promo Code from 31st August 2025 until 28th February 2026 will qualify for a Variable Partner Welcome Bonus to be added to their chosen portfolio provided they meet the terms and conditions below.

The offer is only open to new customers and only applies to one Portfolio per customer. Those New Customers qualifying for a Variable Partner Welcome Bonus will not qualify for any other InvestEngine Welcome Bonus scheme currently operating.

For the purposes of these terms "New Customers" are Individuals and Businesses who:

  • have successfully opened and funded an account with InvestEngine and chosen a Portfolio;
  • have not previously opened an account with InvestEngine or have used our services in the past; and
  • have arrived at InvestEngine’s landing page via a tracked Partner Link or input a valid promo code up to 90 days after first funding an account, or at any point during the opening an account process;
  • in InvestEngine's reasonable opinion, are capable of being accepted as a customer of InvestEngine, in accordance with the requirements of InvestEngine's Standard Terms and Conditions and all applicable law.

InvestEngine reserves the right to cancel any Client Accounts which do not meet these criteria.

An individual or business will be considered to have opened and funded an account if they have:

  • completed the InvestEngine risk questionnaire if required;
  • provided all requisite information about themselves or the business as required by our onboarding process;
  • agreed to our Standard Terms and Conditions and any accompanying documentation;
  • provided details for a valid nominated bank account; and
  • Funded the relevant minimum amount as specified by the relevant Partner or where no minimum is specified, the Minimum Portfolio level;

Following the completion of the New Customer's registration with InvestEngine and investment into their Portfolio of £100, we will reveal your Variable Partner Welcome Bonus amount as below and add the amount to your designated Portfolio. We will seek to complete this within two Business Days, however it may take up to 5 or more Business Days during busy periods. If your Variable Partner Welcome Bonus has not been received within 5 Business Days, please contact our Support team. Corporate customers will not be able to invest without a valid LEI.

The Variable Partner Welcome Bonus amount is generated by our internal system, and will be displayed to the New Customer via our platform and confirmed via their respective emails. Once a Variable Partner Welcome Bonus amount has been revealed it cannot be changed. In case of any system error where there is a mismatch between the Variable Partner Welcome Bonus awarded and that which the New Customer expects, InvestEngine will honour the amount reflected in its system only.

The Variable Partner Welcome Bonus amount is randomly generated based on the following weightings:

Variable Partner Welcome BonusBusiness Variable Partner Welcome Bonus% Available
£72-100£180-£2005%
£26-40£112-£14020%
£20-24£100-£11075%

Due to the randomised nature of generation, the actual distributed awards may differ from the weightings above.

The New Customer must maintain a minimum net investment of the Minimum Portfolio level (£100) or the minimum amount as specified by the relevant Partner, whichever is higher (not including any bonuses, reward or any other promotional amount offered by InvestEngine) for a minimum of 12 months from the date they funded their account.

You will only be eligible for a Variable Partner Welcome Bonus where use of your Partner Link or Promo Code has been successfully tracked by our tracking provider, Impact. Disabling cookies, using adblockers or switching computers/browsers may affect Impact's ability to track your use of the Partner Link and you will not be entitled to the Variable Partner Welcome Bonus.

Failure to comply with the above requirements shall result in InvestEngine reclaiming an amount equal to the value of the Variable Partner Welcome Bonus. The Minimum Portfolio limit as referred to in our Standard Terms and Conditions applies where relevant. Failure to meet our Standard Terms and Conditions may result in the closure of your Client Account.

We reserve the right to change the terms and conditions for our Variable Partner Welcome Bonus program at any time or withdraw the program in its entirety without notice, for reasons practical, operational or otherwise. We reserve the right to disqualify bonuses, rewards or any promotional amount earned through fraudulent, illegal or abusive methods. This offer is subject to our Standard Terms and Conditions and the laws of England and Wales. Any disputes arising out of or in connection with these terms shall exclusively be submitted to and dealt with by the competent court in England and Wales. Should there be any material conflict between the terms of this offer and the Standard Terms and Conditions, the Standard Terms and Conditions shall prevail.

InvestEngine will only honour a Variable Partner Welcome Bonus from a valid Partner Link or Promo Code provided by an active Partner of InvestEngine. It is not the responsibility of InvestEngine to maintain or update the Partner Link or Promo Code provided by a current or former Partner and we reserve the right to refuse to honour a Variable Partner Welcome Bonus where the link or code has expired, is incorrect or the partnership has ceased. InvestEngine is under no obligation to make publicly available its active partnerships.

InvestEngine is a trading name and registered trademark of InvestEngine (UK) Limited. InvestEngine (UK) Limited is authorised and regulated by the Financial Conduct Authority. The Firm Reference Number is 801128. InvestEngine (UK) Limited is incorporated in the UK with company number 10438231 and has its registered office at 57-59 Great Suffolk Street, London, SE1 0BB.

Our Standard Terms and Conditions can be found here. Certain capitalised words and expressions used in the Standard Terms and Conditions have the same meaning in these terms.

 

12 month Fee Free Managed Service Reward Terms and Conditions

This offer is valid from 31st August 2025 - 28th February 2026.

New Customers who register their e-mail address when signing up for an account with InvestEngine after visiting the promotional landing page available via the promotional link, will qualify for the 12 month Fee Free Managed Service Reward provided they meet the terms and conditions below. Accounts opened via any other route will not qualify under this offer.

The offer is only open to new customers and only applies to one account per customer. Those New Customers qualifying for the 12 month Fee Free Managed Service Reward will not qualify for any other InvestEngine Welcome or Affiliate Bonus scheme currently operating.

For the purpose of these terms "New Customers" are individuals or Businesses who:

  • have registered their e-mail address when signing up for an account
  • have not previously opened an account with InvestEngine or used our services in the past; and
  • in InvestEngine's reasonable opinion, are capable of being accepted as a customer of InvestEngine, in accordance with the requirements of InvestEngine's Standard Terms and Conditions and all applicable law.

InvestEngine reserves the right to cancel any Client Accounts which do not meet these criteria.

The fee-free offer can’t be combined with any other offers/bonuses, apart from the tax year end bonus.

Following the registration of their e-mail address in the account opening process, with InvestEngine, we will waive the Managed Portfolio fee/s for the New Customers' Managed Portfolios for the next 12 months from the date of their e-mail address being registered. If you are incorrectly charged a Managed Portfolio fee, please contact our Support team. Corporate customers will not be able to invest without a valid LEI.

After 12 months, your Managed Portfolio/s will be subject to our annual fee at our standard rate, which is currently 0.25% per annum. Investment costs are not covered as part of the offer which include ETF charges, taken by the ETF provider, and market spread (the difference between the price we buy and sell investments). If you invest into a Managed Portfolio/s within a SIPP, our SIPP fee is not covered as part of this reward. Full details of our costs are available on our costs page here.

You will only be eligible for the 12 month Fee Free Managed Service Reward, where use of the promotional link has been successfully tracked through our promotional page. Disabling cookies, using adblockers or switching computers/browsers may affect our ability to track your use of the promotional link and you will not be entitled to the 12 month Fee Free Managed Service Reward. It is not the responsibility of InvestEngine to maintain or update the promotional link and we reserve the right to refuse to honour the reward where the promotional link has expired, is incorrect or the partnership has ceased.

Failure to comply with the above requirements shall result in InvestEngine reclaiming an amount equal to the value of the 12 month Fee Free Managed Service Reward. Failure to meet our Standard Terms and Conditions may result in the closure of your Client Account.

We reserve the right to change the terms and conditions for our 12 month Fee Free Managed Service Reward at any time or withdraw it in its entirety without notice, for reasons practical, operational or otherwise. We reserve the right to disqualify bonuses, rewards or any promotional amount earned through fraudulent, illegal or abusive methods. This offer is subject to our Standard Terms and Conditions and the laws of England and Wales. Any disputes arising out of or in connection with these terms shall exclusively be submitted to and dealt with by the competent court in England and Wales. Should there be any material conflict between the terms of this offer and the Standard Terms and Conditions, the Standard Terms and Conditions shall prevail.

InvestEngine is a trading name and registered trademark of InvestEngine (UK) Limited. InvestEngine (UK) Limited is authorised and regulated by the Financial Conduct Authority. The Firm Reference Number is 801128. InvestEngine (UK) Limited is incorporated in the UK with company number 10438231 and has its registered office at 57-59 Great Suffolk Street, London, SE1 0BB.

Our Standard Terms and Conditions can be found here. Certain capitalised words and expressions used in the Standard Terms and Conditions have the same meaning in these terms.

 

2025 Tax Year End Bonus Terms and Conditions - 03/03/2025 to 31/05/2025

In the period 03/03/2025 to 31/05/2025 all new customers who successfully register to receive a 2025 Tax Year End bonus, fund an InvestEngine ISA or SIPP, or transfer an ISA to InvestEngine will qualify for a Tax Year End Bonus provided they hit the bonus tiers below. All existing customers can qualify for a Bonus if they transfer an ISA to InvestEngine and/or top-up a SIPP. New and existing clients must also register to receive the cashback via the Tax Year End Bonus form and meet the following qualifying terms.

“New Customers” are individuals who:

  • have successfully opened and funded an account with InvestEngine and chosen a Portfolio;
  • have not previously registered with InvestEngine or have used our services in the past; and
  • in InvestEngine’s reasonable opinion, are capable of being accepted as a customer of InvestEngine, in accordance with the requirements of InvestEngine’s Standard Terms and Conditions and all applicable law.

InvestEngine reserves the right to cancel any Client Accounts which do not meet these criteria.

Existing customers are individuals who have previously opened and funded an account with InvestEngine.

An individual will be considered to have opened and funded an account if they have:

  • completed the InvestEngine risk questionnaire if required;
  • provided all requisite information about themselves as required by our onboarding process;
  • agreed to our Standard Terms and Conditions and any accompanying documentation;
  • provided details for a valid nominated bank account; and
  • funded the relevant Net Contribution as specified in this promotion.

In order to qualify for the 2025 Tax-Year End bonus, new or existing clients need to register their details via the 2025 Tax-Year End bonus registration form during the promotional period.

The Tax-Year End bonus for New Customers will be calculated based on the ISA portfolio’s Net Contribution; top-ups and transfers, less any withdrawals, plus any SIPP portfolio top-ups less any withdrawals and not including government contributions, during the promotion period (Ending 18:00 on 31/05/2025). The bonus for Existing Customers will be calculated based on ISA transfers in, less any withdrawals, plus any SIPP portfolio top-ups less any withdrawals and not including government contributions, during the promotion period. Top-ups are counted as any one-off or regular payment via your registered bank account, direct debit or savings plan, and ISA top-ups are only considered for New Customers. Transfers are counted as existing ISAs being transferred from other ISA providers and count towards both New and Existing Customers. All transfers must be initiated during the promotional period by completing InvestEngine's ISA transfer form. Transfers initiated before the promotion launch will not be eligible for the promotion if they are cancelled and resubmitted. The Tax-Year End bonus rewarded will be the Bonus specified in the highest applicable band in the following table:

BandBonus
New customer
- ISA transfers
- ISA top-ups
- SIPP top-ups 		Existing customer
- ISA transfers
- SIPP top-ups
£0£0£0
£12,000£50£50
£25,000£150£150
£100,000£300£300
£250,000£550£550
£500,000£1,100£1,100
£1,250,000£3,500£3,500
£3,000,000£4,000£4,000

The Net Contribution means the total amount funded or transferred into the relevant account by the New Customer, or total transferred in by the Existing Customer, plus any SIPP top-ups by both New or Existing customers in the period of this promotion minus any withdrawals, transfers out or other redemption of capital. Net Contribution is not the same as the account value and does not include any bonuses, reward or any other promotional amount offered by InvestEngine. For example, if an account's Net Contribution is £999, but due to performance the value as at the Promotional Period End is £1005, the reward will be £0. Conversely, if the Net Contribution is £1000 but the value as at the Promotional Period End is £999, the reward will be £20.

The reward will be funded into the Customer’s InvestEngine General Cash account following the Promotional Period End. We will seek to pay bonuses between 16th June & 4th July, following promotion end. This is to allow time for any ISA transfers to complete. Whilst we will endeavour to get all bonuses paid during this window, we cannot guarantee this.

The Customer must maintain at least the Net Contribution as it stood at the Promotional Period End for a period of 12 months from when they receive their bonus. Failure to comply with the above requirements shall result in InvestEngine reclaiming an amount equal to the value of the Tax-Year End bonus from the Customer’s account. The Customer will not be eligible for a lower band of Bonus if the Net Contribution drops into another band. Failure to meet our Standard Terms and Conditions may result in the closure of your Client Account.

Where a Customer initiates an ISA transfer to InvestEngine before the Promotional Period End but InvestEngine has not received the funds by this time, the Customer will be eligible for the applicable reward based on the value of the funds received by InvestEngine from the former ISA provider, and not the value as at the date of the Promotional Period End or any other value quoted. The Customer will receive the reward following the successful transfer of funds from the former ISA provider, and must maintain the Net Contribution as specified above for 12 months from that date.

Transfers initiated before the promotion launch will not be eligible for the promotion if they are cancelled and resubmitted.

We reserve the right to change the terms and conditions for our 2025 Tax-Year End bonus promotion at any time or withdraw the promotion in its entirety without notice, for reasons practical, operational or otherwise. We reserve the right to disqualify bonuses, rewards or any promotional amount earned through fraudulent, illegal or abusive methods. This offer is subject to our Standard Terms and Conditions and the laws of England and Wales. Any disputes arising out of or in connection with these terms shall exclusively be submitted to and dealt with by the competent court in England and Wales. Should there be any material conflict between the terms of this offer and the Standard Terms and Conditions, the Standard Terms and Conditions shall prevail.

InvestEngine is a trading name and registered trademark of InvestEngine (UK) Limited. InvestEngine (UK) Limited is authorised and regulated by the Financial Conduct Authority. The Firm Reference Number is 801128. InvestEngine (UK) Limited is incorporated in the UK with company number 10438231 and has its registered office at 57-59 Great Suffolk Street, London, SE1 0BB.

Our Standard Terms and Conditions can be found here. Certain capitalised words and expressions used in the Standard Terms and Conditions have the same meaning in these terms.

 

May 2025 TYE Client Survey — £250 prize draw

Terms & Conditions

  1. The Prize Draw (the “Prize Draw”) is open to UK residents aged 18 or over who, at the time of entry, hold an active InvestEngine account and who submit a completed response to InvestEngine’s May 2025 TYE Client Survey.

  2. Exclusions. Employees of InvestEngine (UK) Limited, their immediate family members, or anyone else professionally connected with the Prize Draw are not eligible to enter.

  3. Acceptance of terms. By entering, entrants will be deemed to have accepted these Terms & Conditions.

  4. How to enter:

    1. Complete and submit the TYE Client Survey between 12 May 2025 and 14 May 2025 inclusive** (the “Survey Period”).

    2. Only one entry per person. Entries received after the Survey Period will not be eligible.

  5. Queries. Questions about entering should be directed to our customer service team at support@investengine.com.

  6. The prize. One winner will receive £250 credited to their InvestEngine account.

  7. Winner selection. A single winner will be chosen at random from all eligible entries on 31 May 2025.

  8. Notification & fulfilment.

    1. The winner will be notified by email within five working days of the draw.

    2. The £250 credit will be applied to the winner’s InvestEngine account by 6 June.

  9. Variation & termination. We reserve the right to amend these Terms & Conditions or withdraw the Prize Draw at any time for practical, operational, or other reasons. We may disqualify any entry obtained by fraudulent, illegal, or abusive means.

  10. Governing terms. This offer is subject to our Standard Terms & Conditions and the laws of England and Wales. In the event of conflict, the Standard Terms & Conditions prevail.

  11. Regulation. InvestEngine is a trading name and registered trademark of InvestEngine (UK) Limited. InvestEngine (UK) Limited is authorised and regulated by the Financial Conduct Authority (FRN 801128). Registered in England & Wales (No. 10438231); registered office as above.

 

Monty’s break‑up glow‑up kit

A campaign by InvestEngine

Monty is running a playful "break‑up helpline" this summer. Chat to him about ditching your old investment provider and you could land a post‑break‑up glow‑up kit filled with InvestEngine merch. Entry is free and nothing here counts as financial advice. By taking part, you accept everything below.

Who can chat and win

  • UK residents aged 18+.
  • One call equals one entry.
  • InvestEngine employees and their immediate family cannot enter.

How to enter

  1. Call the Monty break‑up helpline any time from 00:01 on 22 July to 23:59 on 10 August 2025.
  2. Finish your chat with Monty.
  3. After the call, we will text you a link. Complete the short form to give us permission to use a snippet of your call in our campaign and to provide the address we should ship the kit to. Reply within 48 hours or your entry will not count.

No purchase or investment is required.

The prize

Ten post‑break‑up glow‑up kits worth between £50 - £100. Each box contains surprise InvestEngine merch for summer.

How we pick the winners

We listen to every opted‑in call. The ten chats that make us laugh the most win a box. Selection is at our discretion. The prize cannot be transferred or exchanged. Once we run out of boxes, the promotion ends. Our decision is final.

Telling the winners

If you are selected, we will reach out to let you know and confirm the best delivery address.

Using your chat

By completing the consent form, you:

  • let us publish a snippet of your chat on our website, social media and ads, worldwide, royalty‑free, for as long as the post remains online unless you withdraw consent
  • confirm the snippet belongs to you and does not infringe anyone else's rights.

Removing your chat

If you change your mind later, email support@investengine.com with the phone number you used. Within 30 days we will either anonymise your snippet or stop using it in any new posts. Content already live will be taken down as soon as reasonably practicable after your request.

Data and privacy

We will use your details only to run this promotion. See our full privacy policy at investengine.com/privacy.

Also important

  • We can change, pause, or cancel the promotion at any time without liability.
  • We are not responsible for technical glitches, lost entries, or smashed phones.
  • Our decision on any matter related to the promotion is final.
  • English law applies and the courts of England and Wales have jurisdiction.

 

Savings Plan £1,000 Boost 2025

Set up a Savings Plan in the app between 29 July 2025 and 30 September 2025. Each account with an active plan on 1 October 2025 earns one entry for a chance to win a £1,000 boost to the InvestEngine portfolio of your choice. Entry is free and nothing here counts as financial advice. By taking part, you accept the terms below.

Who can enter and win

  • UK residents aged 18 or over with an InvestEngine account.
  • One entry per account type (ISA, SIPP, GIA, Business) that has an active Savings Plan on 1 October 2025.
  • InvestEngine employees and their immediate family cannot enter.
  • Customers with an existing Savings Plan set up before 29 July 2025 cannot enter.

How to enter

  • Set up a new Savings Plan in the app by 23:59 on 30 September 2025.
  • Keep the plan active, with a linked bank account, until at least 1 October 2025.
  • No purchase or additional investment is required.

The prize

  • One prize of £1,000 credited to the winner’s chosen InvestEngine portfolio.
  • The winner must keep at least £100 plus the £1,000 prize invested in that portfolio for 12 months from the payment date before the prize can be withdrawn.
  • The prize is not transferable, exchangeable, or payable in any currency other than pounds sterling (£).

How we pick the winner

  • After the promotion closes, we will run a random draw from all eligible entries.
  • The draw will take place within 14 days of 1 October 2025.
  • Our decision is final.

Telling the winner

We will contact the winner by their registered InvestEngine email within two weeks of the draw to confirm the portfolio that will receive the £1,000 boost.

Withdrawing the prize

If the net investment in the chosen portfolio falls below the required minimum during the 12 month period, we reserve the right to reclaim the prize amount.

Data and privacy

We will use your details only to run this promotion. Read our full privacy policy at investengine.com/privacy.

Also important

  • We may change, pause, or cancel the promotion at any time without liability.
  • We are not responsible for technical glitches or lost entries.
  • English law applies and the courts of England and Wales have jurisdiction.

 

November 2025 Managed Questionnaire Review – £250 prize draw

Terms & Conditions

  1. The Prize Draw (the “Prize Draw”) is open to UK residents aged 18 or over who, at the time of entry, hold an active InvestEngine account and who submit a completed response to InvestEngine’s Managed Questionnaire Review.

  2. Exclusions. Employees of InvestEngine (UK) Limited, their immediate family members, or anyone else professionally connected with the Prize Draw are not eligible to enter.

  3. Acceptance of terms. By entering, entrants will be deemed to have accepted these Terms & Conditions.

  4. How to enter:

    1. Complete and submit the Managed Questionnaire Review between 01 November 2025 and 17 November 2025 inclusive** (the ‘Response Period’).

    2. Only one entry per person. Entries received after the Response Period will not be eligible.

  5. Queries. Questions about entering should be directed to our customer service team at support@investengine.com.

  6. The prize. One winner will receive £250 credited to their InvestEngine account.

  7. Winner selection. A single winner will be chosen at random from all eligible entries on 19 November 2025.

  8. Notification & fulfilment.

    1. The winner will be notified by email within five working days of the draw.

    2. The £250 credit will be applied to the winner’s InvestEngine account by 25 November 2025.

  9. Variation & termination. We reserve the right to amend these Terms & Conditions or withdraw the Prize Draw at any time for practical, operational, or other reasons. We may disqualify any entry obtained by fraudulent, illegal, or abusive means.

  10. Governing terms. This offer is subject to our Standard Terms & Conditions and the laws of England and Wales. In the event of conflict, the Standard Terms & Conditions prevail.

  11. Regulation. InvestEngine is a trading name and registered trademark of InvestEngine (UK) Limited. InvestEngine (UK) Limited is authorised and regulated by the Financial Conduct Authority (FRN 801128). Registered in England & Wales (No. 10438231); registered office as above.

 

September 2025 ETF Client Survey — £250 prize draw

  1. The Prize Draw (the ‘Prize Draw’) is open to UK residents aged 18 or over who, at the time of entry and of the draw, hold an active InvestEngine account and who submit a completed response to InvestEngine’s September 2025 ETF Client Survey.
  2. Exclusions. Employees of InvestEngine (UK) Limited, their immediate family members, or anyone else professionally connected with the Prize Draw are not eligible to enter.
  3. Acceptance of terms. By entering, entrants will be deemed to have accepted these Terms & Conditions.
  4. How to enter:
    1. Complete and submit the ETF Client Survey between 18 September 2025 and 30 September 2025 inclusive (the ‘Survey Period’).
    2. Only one entry per person. Entries received after the Survey Period will not be eligible.
  5. Queries. Questions about entering should be directed to our customer service team at support@investengine.com.
  6. The prize. One winner will receive £250 credited to their InvestEngine account.
  7. Winner selection. A single winner will be chosen at random from all eligible entries on 02 October 2025.
  8. Notification & fulfilment.
    1. The winner will be notified by email within five working days of the draw.
    2. The £250 credit will be applied to the winner’s InvestEngine account by 8 October 2025.
  9. Variation & termination. We reserve the right to amend these Terms & Conditions or withdraw the Prize Draw at any time for practical, operational, or other reasons. We may disqualify any entry obtained by fraudulent, illegal, or abusive means.
  10. Governing terms. This offer is subject to our Standard Terms & Conditions and the laws of England and Wales. In the event of conflict, the Standard Terms & Conditions prevail.
  11. Regulation. InvestEngine is a trading name and registered trademark of InvestEngine (UK) Limited. InvestEngine (UK) Limited is authorised and regulated by the Financial Conduct Authority (FRN 801128). Registered in England & Wales (No. 10438231); registered office as above

 

January 2026 £50k prize draw

Terms & Conditions

  1. The Prize Draw (the “Prize Draw”) is open to UK residents aged 18 or over who, signed up and funded at least £100 and/or successfully referred a friend to InvestEngine during the competition period - 00:00 14th January to 23:59 2nd March 2026 (the “Competition Period”).
  2. Exclusions. Employees of InvestEngine (UK) Limited, their immediate family members, or anyone else professionally connected with the Prize Draw are not eligible to enter.
  3. Acceptance of terms. By entering, entrants will be deemed to have accepted these Terms & Conditions.
  4. How to enter:
    1. New customers: Sign up and fund at least £100 counts as one competition entry
    2. New & existing customers: each successful referral to InvestEngine counts as one competition entry. Referrals must follow our Referral Program Terms and Conditions
    3. Funding and referrals must occur between 00:00 14th January to 23:59 2nd March 2026 - entries received outside the Competition Period will not be eligible.
  5. New customers. For the purpose of these terms "New Customers" are individuals who:
    • have successfully opened and funded an account with InvestEngine and chosen a Portfolio;
    • have not previously opened an account with InvestEngine or have used our services in the past; and
    • in InvestEngine's reasonable opinion, are capable of being accepted as a customer of InvestEngine, in accordance with the requirements of InvestEngine's Standard Terms and Conditions and all applicable law.

    InvestEngine reserves the right to cancel any Client Accounts which do not meet these criteria.

    An individual or business will be considered to have opened and funded an account if they have:

    • completed the InvestEngine risk questionnaire if required;
    • provided all requisite information about themselves or the business as required by our onboarding process;
    • agreed to our Standard Terms and Conditions and any accompanying documentation;
    • provided details for a valid nominated bank account; and
    • Funded the relevant minimum amount of £100 to their InvestEngine account
  6. Queries. Questions about entering should be directed to our customer service team at support@investengine.com.
  7. The prize. One winner will receive £50,000 credited to their InvestEngine account.
  8. Winner selection. A single winner will be chosen at random from all eligible entries by 16 March 2026.
  9. Notification & fulfilment.
    1. The winner will be notified by email within five working days of the draw.
    2. The £50,000 prize will be applied to the winner’s InvestEngine account by 30th March 2026
    3. InvestEngine must either publish or make available information that indicates that a valid award took place. To comply with this obligation InvestEngine will send the first name and county of winners and, if applicable, copies of their winning entries, to anyone who emails support@investengine.com within one month of the closing date of the prize draw.
    4. If you object to your first name, county and winning entry being published or made available, please contact InvestEngine by emailing support@investengine.com. In such circumstances, InvestEngine must still provide the information and winning entry to the Advertising Standards Authority on request.
  10. Variation & termination. We reserve the right to amend these Terms & Conditions or withdraw the Prize Draw at any time for practical, operational, or other reasons. We may disqualify any entry obtained by fraudulent, illegal, or abusive means.
  11. Governing terms. This offer is subject to our Standard Terms & Conditions and the laws of England and Wales. In the event of conflict, the Standard Terms & Conditions prevail.
  12. Regulation. InvestEngine is a trading name and registered trademark of InvestEngine (UK) Limited. InvestEngine (UK) Limited is authorised and regulated by the Financial Conduct Authority (FRN 801128). Registered in England & Wales (No. 10438231); registered office as above.

 

“Win a free Female Invest membership” Social Media Prize Draw (“Draw”) Terms and Conditions

  1. By entering this Draw, you are agreeing to these Promotional Offer Terms and Conditions (“Promotional Offer T&Cs”).

The promoter

  1. The promoter of this Draw is InvestEngine trading as InvestEngine (UK) Limited, 4th Floor, 57 Great Suffolk Street, London, SE1 0BB (“InvestEngine”).

How to enter & who can enter?

  1. For the purposes of these Terms and Conditions, "The Promoter" refers to InvestEngine whose Instagram handle is @investengine. The "Prize" refers to one hundred (100) free Female Invest memberships.
  2. By entering the competition you agree to be bound by these terms and conditions. All entries must be received by 23.59pm on 28th February 2026. One hundred (100) winners in Great Britain and Northern Ireland will be selected at random by The Promoter on 1st March 2026 and the winner will be notified on or after this date.
  3. The Promoters competitions with entry via Instagram are open only to residents of Great Britain and Northern Ireland. One hundred (100) winners will be chosen at random from all entrants on Instagram.
  4. No purchase necessary. Winners will not be required to pay to enter the competition.
  5. Entrants must be over 18 years old on the date of their entry.
  6. Employees of The Promoter are not eligible to enter.
  7. Instagram or Meta are not in any way affiliated or involved in the competition.
  8. Only one entry per person per competition will be accepted.
  9. Each entrant shall enter the competition via Instagram by liking the post, tagging another Instagram user in the comments of the specified post, and following the @investengine instagram profile.
  10. The Prize will be awarded to 100 randomly selected winners who have entered on Instagram, using a random number generator. The Promoter will not be held liable if the named prize becomes unavailable or cannot be fulfilled.
  11. The Promoter will not be held liable for any failure of receipt of entries. The Promoter takes no responsibility for any entries which are lost, delayed, illegible, corrupted, damaged, incomplete or otherwise invalid.
  12. To the extent permitted by applicable law, The Promoter’s liability under or in connection with the competition or these terms and conditions shall be limited to the cost price of the Prize in question.
  13. To the extent permitted by applicable law, The Promoter shall not be liable under or in connection with these terms and conditions, the competition or any Prize for any indirect, special or consequential cost, expense, loss or damage suffered by a participant even if such cost, expense, loss or damage was reasonably foreseeable or might reasonably have been contemplated by the participant and the promoter and whether arising from breach of contract, tort, negligence, breach of statutory duty or otherwise.
  14. Prizes are non-negotiable, non-transferable and non-refundable. No cash alternative is available. Where a Prize becomes unavailable for any reason, the promoter reserves the right to substitute that prize for a prize of equal or higher value.
  15. The name, address, email address and phone number of the winner must be provided to The Promoter if requested and may be shared with Female Invest to enable fulfilment of the Prize.
  16. In the event of unforeseen circumstances beyond The Promoter’s reasonable control, the promoter reserves the right to cancel, terminate, modify or suspend the competition or these terms and conditions, either in whole or in part, with or without notice.
  17. The Promoter's decision is final. No correspondence will be entered into.
  18. The winner’s name and social media username may be posted on the social media profiles of The Promoter after the winner has been selected.

Who cannot enter this Draw?

  1. You cannot enter this Draw if you are:
    1. an employee of InvestEngine;
    2. an employee of an affiliate of InvestEngine, who works for InvestEngine’s line of business;
    3. a contractor, secondee or contingent worker of InvestEngine, or an affiliate of InvestEngine who provides services to InvestEngine’s line of business;
    4. an employee, contractor, secondee or contingent worker of agents or suppliers of InvestEngine who are professionally connected with the Draw or its administration.
  2. All entries received after the Entry Close Date are automatically disqualified.
  3. InvestEngine will not accept responsibility if your entry is incomplete or delayed, for example, as a result of any hardware or software failure or technical malfunction. Also, proof of transmission will not be accepted as proof of receipt of an entry into the Draw. 
  4. InvestEngine will not accept entries that are incomplete or submitted by any method other than set out in these Promotional Offer T&Cs.
  5. InvestEngine may disqualify you if you breach any of these Promotional Offer T&Cs or act dishonestly in relation to this Draw or at their own discretion where deemed necessary.

What is the prize?

  1. The 100 winners will be randomly chosen by 1st March 2026 by InvestEngine and receive a free Female Invest membership to their email:
    • The membership is lifelong and has no expiry. Code is redeemable until 1st May 2026.
    • Visit https://www.femaleinvest.com/eu for an overview of the features & benefits.
    • Monetary value of a full price annual UK membership is 179 GBP.
  2. InvestEngine reserves the right to substitute the Prize with a prize of equal or greater value.
  3. The Prize is not negotiable, exchangeable or transferable by the winner. The Prize must not be auctioned, resold or advertised for sale.

Winners

  1. All valid entries will be entered into a prize draw for a chance to win the Prize.
  2. The winners will be chosen at random by 1st March 2026.
  3. InvestEngine will notify the winner by contacting the winner by sending an Instagram DM to the winning Instagram accounts by 31st March 2026 . It is your responsibility to ensure you check your message and respond to accept the prize.
  4. In order to claim the Prize, the winner must respond to InvestEngine’s message by accepting the Prize and providing any information requested by InvestEngine, within 5 days of being notified.
  5. InvestEngine will make all reasonable efforts to contact the winner. If the winner fails to claim the Prize, they will forfeit the Prize and InvestEngine may redraw a new winner. InvestEngine will contact any replacement winner/s as soon as possible after the redraw and they will have 5 days to respond to the notification by accepting the Prize and providing any information requested by InvestEngine.
  6. The decision of InvestEngine is final and no correspondence or discussion will be entered into.

Receiving the prize

  1. A unique code to claim the free Female Invest membership will be sent via Instagram DM to the winners once acceptance of the Prize has been received.
  2. The Prize may not be claimed by a third party on the winner’s behalf.
  3. InvestEngine does not accept any responsibility if winners are not able to take up the Prize.

Data protection

  1. InvestEngine must either publish or make available information that indicates that a valid award took place. To comply with this obligation InvestEngine will send the first name and county of winners and, if applicable, copies of their winning entries, to anyone who emails support@investengine.com within one month of the closing date of the prize draw.
  2. If you object to your first name, county and winning entry being published or made available, please contact InvestEngine by emailing support@investengine.com. In such circumstances, InvestEngine must still provide the information and winning entry to the Advertising Standards Authority on request.
  3. InvestEngine will only process your personal information as set out in their respective Privacy Policy available here:
    InvestEngine: investengine.com/privacy and in accordance with these Promotional Offer T&Cs.

General

  1. InvestEngine reserves the right to hold, void, suspend, cancel, or amend the Draw, without prior notice.
  2. This Draw, these Promotional Offer T&Cs and any related disputes shall be governed by English law and the parties submit to the non-exclusive jurisdiction of the courts of England and Wales.

Additional terms applicable to this Draw

InvestEngine is authorised and regulated by the Financial Conduct Authority, whose address is 12 Endeavour Square, London E201JN, www.fca.org.uk

Our firm registration number is 10438231. InvestEngine is covered by the Financial Services Compensation Scheme. There is more information about this here investengine.com/relevant-regulatory

 

InvestEngine Term Incentives Archive