Log inStart
My Dashboard
Logout

Incentives: Terms and Conditions Archive

Table of contents

 

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

 

Referral Program Terms and Conditions 2024

V1.2 Active from 12/01/2024 to 31/10/2024

For the duration of this Referral Program, any individual whose Referee completes registration and funds their an ISA or General Account with InvestEngine will qualify for up to £50 ‘Referral Funding’ for both the Referrer and Referee, or up to £100 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 have 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 law. The Referral Program is only valid for the first twenty‑five 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.

In order to benefit from this referral program the Referrer must complete an InvestEngine referral for a valid Referee.

Completing an InvestEngine referral:

  • The ‘Referrer’ must click the ‘refer a friend’ button on the InvestEngine platform and receive their unique referral link.
  • Then, the Referrer must share their unique referral link with a Referee.
  • The Referee then must click on the link and proceed to register as usual.
  • The Referee must then complete registration in accordance with the requirements of InvestEngine’s Standard Terms and Conditions, and all applicable law
  • Only referrals that are accepted by the GrowSurf system and by InvestEngine 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 and Referee’s designated Portfolio. The Referer 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 5 or more Business Days during busy periods. If your Referral Funding 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 Referral Funding amount is generated by our internal system, and will be displayed to 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 expect, 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 Funding% Available
£35-50£90-1005%
£13-20£56-7020%
£10-12£50-5575%

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 + 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 Account.

We reserve the right to change the terms and conditions for this 2023 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.

 

£1,000 Savings Plans Competition 2024

In the period 01/06/2024 to 31/07/2024, all InvestEngine customers who successfully create a Savings Plan in their account, set up a Savings Plan on a portfolio without one, or refer a friend who sets up a Savings Plan in their account, will have a chance of winning £1,000 which will be added to the portfolio of their choice, provided they meet the terms and conditions below.

An InvestEngine customer can enter this Prize Draw by setting up a new Savings Plan and meeting the following criteria:

  • The customer’s Savings Plan must be set up and active by 23:59 on 31/07/24, with a valid bank account connected to their InvestEngine account
  • The referred customer’s Savings Plan must be set up and active by 23:59 on 30/07/24, with a valid bank account connected to their InvestEngine account

The prize is £1,000 which will be added to one winner’s InvestEngine portfolio of their choice. The winner must maintain a minimum net investment funding of £100 + the £1,000 prize amount for 12 months from the date the prize money is paid in, before the prize can be withdrawn. No alternative prize will be issued and the prize will not be split into any denomination of the whole amount. The prize cannot be given in any currency other than pounds sterling (£).

The winner will be picked at random from our aggregated list of Savings Plans users, and will be contacted within 2 weeks of the close of the competition. Once the winner is announced we will contact the winner via their InvestEngine registered email address to inform them that they have won, and how the amount will be added to their portfolio.

Employees of InvestEngine, their family members, or anyone else connected with the Prize Draw may not enter the Prize Draw.

The name of the winner will be available six weeks after the closing date and can be obtained by sending a self addressed envelope to InvestEngine (UK) Limited.

We reserve the right to change the terms and conditions for our £1,000 Savings Plans Competition at any time or withdraw the promotion in its entirety without notice, for reasons practical, operational or otherwise. We reserve the right to disqualify the prize amount earned through fraudulent, illegal or abusive methods.

The Prize Draw 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.

 

New ISA Client Prize Draw May 2024

In the period 17/05/2024 to 31/05/2024, new InvestEngine customers who leave feedback have a chance of winning £100 for their InvestEngine portfolio provided they meet the terms and conditions below.

An InvestEngine customer can win this Prize Draw by leaving feedback about the platform via the Google Form provided.

The prize is £100 added to the investors chosen portfolio, which will be awarded to one winner. No alternative prize will be issued and the prize will not be split into any denomination of the whole amount. The prize cannot be given in any currency other than pounds sterling (£).

Only customers of InvestEngine are eligible to enter this Prize Draw. Customers must have signed up to the platform on or after 01/01/2024. No other person who leaves feedback via the form will be entered into the prize draw. For the purpose of this Prize draw a customer of InvestEngine will have an active (not closed or dormant) account with InvestEngine, has passed registration and is able to fund their account. In order to qualify for the Prize Draw, respondents must add their InvestEngine account number (beginning IC) to the last question in the Google Form.

The winner will be picked at random from the list of respondents for the period stated on 03/06/2024. Once the winner has been picked, we will contact you via your InvestEngine registered email address to inform you that you have won, and to ask which portfolio you would like your prize to be credited to.

If a winner does not respond to InvestEngine within 14 days of being contacted, then the winner’s prize will be forfeited, and InvestEngine shall be entitled to select another winner in accordance with the process described above (and that winner will have to respond to notification of their win within 14 days or else they will also forfeit their prize). If a winner rejects their prize or the entry is invalid, or in breach of these Terms and Conditions, the winner’s prize will be forfeited, and InvestEngine shall be entitled to select another winner.

The winner must maintain a minimum net investment of the Minimum Portfolio level (£100 not including any bonuses, reward or any other promotional amount offered by InvestEngine) for a minimum of 12 months from the date the prize amount is credited into their account, before they can withdraw the prize.

Employees of InvestEngine or their family members, or anyone else connected with the Prize Draw may not enter the Prize Draw.

The name of the winner will be available six weeks after the closing date and can be obtained by sending an SAE to InvestEngine (UK) Limited, 57 – 59 Great Suffolk St, London SE1 0BB.

InvestEngine reserves the right to amend or discontinue the New ISA Client Prize Draw at any time with or without prior notice due to reasons outside its control. The decision of InvestEngine in all matters under its control is final and binding, and no correspondence will be entered into.

The Prize Draw will be governed by the laws of England & Wales and entrants to the Prize Draw submit to the exclusive jurisdiction of the courts of England & 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.

 

2024 ISA Bonus Extension Terms and Conditions – 01/05/2024 to 31/05/2024

In the period 01/05/2024 to 31/05/2024 all customers, new and existing who successfully transfer an ISA to InvestEngine will qualify for an ISA Bonus reward provided they meet the terms and conditions below.

The offer only applies to one ISA Account per customer and is a separate promotion to the ISA Bonus that ran from 26/02/2024 to 30/04/2024.

‘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.

The ISA Bonus will be calculated based on the Net Contribution of transfers‑in only during the promotion period. Transfers‑in are counted as existing ISAs being transferred from other ISA providers to InvestEngine. The ISA Bonus rewarded will be the Bonus specified in the highest applicable band in the following table:

TierInvestment amountBonus
1£1000£20
2£5500£55
3£8000£70
4£15,000£120
5£20,000£150
6£30,000£225
7£45,000£325
8£65,000£525
9£100,000£750
10£120,000£1100
11£300,000£2,500

The Net Contribution means the total amount transferred into the relevant account by the Customer, 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 complete this within 30 Business Days.

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 received their ISA Bonus. Failure to comply with the above requirements shall result in InvestEngine reclaiming an amount equal to the value of the ISA 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 Bonus within 30 days following receipt of the funds, and must maintain the Net Contribution from the date that they received their ISA Bonus for a period of 12 months. Failure to comply shall result in InvestEngine reclaiming an amount equal to the value of the ISA Bonus from the Customer’s account.

We reserve the right to change the terms and conditions for our 2024 ISA Bonus Extension 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.

 

2024 ISA Bonus Terms and Conditions

In the period 26/02/2024 to 30/04/2024 all new customers who successfully fund an InvestEngine ISA or transfer an ISA to InvestEngine will qualify for an ISA Bonus reward provided they meet the terms and conditions below. All existing customers can qualify for a Bonus if they transfer an ISA to InvestEngine

The offer only applies to one ISA Account per customer.

‘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.

The ISA Bonus for New Customers will be calculated based on the ISA portfolio’s Net Contribution, top‑ups and transfers, during the promotion period (Ending 18:00 on 30/04/2024). The bonus for Existing Customers will be calculated based on transfers in only 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 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. The ISA Bonus rewarded will be the Bonus specified in the highest applicable band in the following table:

TierInvestment amountBonus
1£1000£20
2£5500£55
3£8000£70
4£15,000£120
5£20,000£150
6£30,000£225
7£45,000£325
8£65,000£525
9£100,000£750
10£120,000£1100
11£300,000£2,500

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, 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 complete this within 30 Business Days.

The Customer must maintain at least the Net Contribution as it stood at the Promotional Period End until 30/04/2025. Failure to comply with the above requirements shall result in InvestEngine reclaiming an amount equal to the value of the ISA Bonus from the Customer’s account. The Customer will not be eligible for a lower band of cashback 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 receipt of the funds, and must maintain the Net Contribution as specified above for 12 months from that date.

We reserve the right to change the terms and conditions for our 2024 ISA 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.

 

Investment Book Prize Draw T & Cs 2023

The prize draw is open to all UK mainland residents over 18 except for employees of InvestEngine and their close relatives.

By entering you confirm you are eligible to do so and may claim any prize you win. InvestEngine may require you to provide evidence of your eligibility to enter the prize draw.

Book prizes are selected based on availability and widespread popularity only. No book prize should in any way be considered an endorsement, recommendation or advice to invest in a security, market or in the wider strategy, methodology or other philosophy intended by the author. InvestEngine will not accept responsibility for investment decisions made based on the content of any prizes.

You will be automatically entered into the prize draw for each of the following:

  • Replies/Comments and likes to the competition post within InvestEngine Community.
  • Social Media likes and shares (retweets or shares that can be tracked on Facebook, Instagram, Twitter or LinkedIn Platform) will all be counted
  • Multiple entries are permitted, though any copied, generated or otherwise algorithmic entries may be excluded at our sole discretion.

We retain the right to exclude any entries, should we consider them outside the spirit of the prize draw for any reason (inappropriate or nuisance comments and shares, for example).

The prize draw closing date can be found on related promotional post. No entries after the advertised time will be considered.

All qualifying entries between now and the closing date will be entered into a random prize draw conducted by computer process with the winner selected at random.

We’ll announce the winner in the InvestEngine Community pages and notify that person directly by email and/or DM on the relevant social media channel within 7 days.

Prizes will only be mailed to mainland UK postal addresses.

Any and all personal information collected by InvestEngine in connection with this Prize draw shall be treated in accordance with our Privacy Policy.

 

AirBnb Voucher Prize Draw Jan 2023

In the period 10/01/2023 to 31/01/2023 InvestEngine customers who engage with InvestEngine social media posts have a chance of winning £500 Airbnb vouchers provided they meet the terms and conditions below.

An InvestEngine customer can win this Prize Draw by liking, sharing or tagging friends on InvestEngine posts on Instagram, Facebook, Linkedin and Twitter between 10/01/2023 to 31/01/2023 via the following handles:

PlatformHandle URL
LinkedinInvestEngine
FacebookInvestEngine
Instagram@investengine
Twitter (X)@investengine

The prize is one digital Airbnb Voucher with a value of £500 which will be awarded to one winner. No alternative prize will be issued and the prize will not be split into any denomination of the whole amount. The voucher cannot be given in any currency other than pounds sterling (£).

Only customers of InvestEngine are eligible to enter this Prize Draw. No other person who engages in InvestEngine content on any of the social media platforms above will be entered into the prize draw unless they are a customer of InvestEngine as at the date the winner is announced. For the purpose of this Prize draw a customer of InvestEngine will have an active (not closed or dormant) account with InvestEngine, has passed registration and is able to fund their account.

The winner will be picked at random from our aggregated list of social media interactions and will be announced on 20/02/2023. Once the winner is announced we will contact you via your InvestEngine registered email address to inform you that you have won, and how the vouchers will be delivered to you.

Employees of InvestEngine or their family members, or anyone else connected with the Prize Draw may not enter the Prize Draw.

The name of the winner will be available six weeks after the closing date and can be obtained by sending an SAE to InvestEngine (UK) Limited.

InvestEngine reserves the right to amend or discontinue the Airbnb Voucher Prize Draw at any time with or without prior notice due to reasons outside its control. The decision of InvestEngine in all matters under its control is final and binding, and no correspondence will be entered into.

The Prize Draw will be governed by English law and entrants to the Prize Draw submit to the exclusive jurisdiction of the English courts.

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.

 

Win £1,000 for your Business Account Competition 2023

In the period 22/11/2023 to 31/12/2023, any new Business Accounts who successfully funds their account before midnight on 31/12/23. These customers will have a chance of winning £1,000 to be added to the portfolio of their choice, provided they meet the terms and conditions below.

A Business can enter this Prize Draw by funding a new Business Account which meets the following criteria:

The customer’s Business Account must be set up and active by 23:59 on 31/12/23, with a valid nominated bank account connected to their InvestEngine account.

The offer is only open to customers who set up and fund their first Business Account in the qualifying period. Anyone who has previously funded an InvestEngine Business Account will not qualify. They must also, 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 law.

The prize is £1,000 added to one winner’s InvestEngine Business Account. The winner must maintain a minimum net investment funding of £100 + the £1,000 prize amount for 12 months from the date they funded their account, before the prize can be withdrawn. No alternative prize will be issued and the prize will not be split into any denomination of the whole amount. The prize cannot be given in any currency other than pounds sterling (£).

Failure to comply with the above requirements shall result in InvestEngine reclaiming an amount equal to the value of the prize. Failure to meet our Standard Terms and Conditions may result in the closure of your Client Account.

The winner will be picked at random from our aggregated list of new Business Account users, on or before 12/01/2024. Once the winner is chosen we will contact the winner via their InvestEngine registered email address to inform them that they have won, and how the amount will be added to their portfolio.

Employees of InvestEngine, their family members, or anyone else connected with the Prize Draw may not enter the Prize Draw.

The name of the winner will be available six weeks after the closing date and can be obtained by sending a self addressed envelope to InvestEngine (UK) Limited.

We reserve the right to change the terms and conditions for our £1,000 Business Account Competition at any time or withdraw the promotion in its entirety without notice, for reasons practical, operational or otherwise. We reserve the right to disqualify the prize amount earned through fraudulent, illegal or abusive methods.

The Prize Draw 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 isAuthorised 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.

 

AirBnb Voucher Prize Draw 7th September 2023

In the period 07/09/23 anyone who agrees to be interviewed by InvestEngine or shares images of the InvestEngine event installation will have a chance of winning £500 Airbnb vouchers provided they meet the terms and conditions below.

You can enter this Prize Draw by signing a release form and providing contact details, or sharing images of the InvestEngine event installation in London on Instagram, Facebook, Linkedin and Twitter between 07/09/2023 (10:00) to 08/09/2023 (23:59) via the following handles:

PlatformHandle URL
LinkedinInvestEngine
FacebookInvestEngine
Instagram@investengine
Twitter (X)@investengine

The prize is one digital Airbnb Voucher with a value of £500 which will be awarded to one winner. No alternative prize will be issued and the prize will not be split into any denomination of the whole amount. The voucher cannot be given in any currency other than pounds sterling (£).

The winner will be announced on 20/09/2023 and will be picked at random from our aggregated list of: Interviewees who have signed a release form or individuals who have shared images of the InvestEngine event installation in London on social media. Once the winner is announced we will contact you via your email address or social media handle to inform you that you have won, and how the vouchers will be delivered to you.

Employees of InvestEngine or their family members, or anyone else connected with the Prize Draw may not enter the Prize Draw.

The name of the winner will be available six weeks after the closing date and can be obtained by sending an SAE to InvestEngine (UK) Limited.

InvestEngine reserves the right to amend the terms and conditions of the Airbnb Voucher Prize Draw at any time or discontinue the Airbnb Voucher Prize Draw at any time without prior notice for reasons practical, operational or otherwise. The decision of InvestEngine in all matters under its control is final and binding, and no correspondence will be entered into.

The Prize Draw will be governed by 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.

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.

 

£1,000 Savings Plans Competition 2023

In the period 01/08/2023 to 31/08/2023, all InvestEngine customers who successfully create a Savings Plan in their account will have a chance of winning £1,000 added to the portfolio of their choice, provided they meet the terms and conditions below.

An InvestEngine customer can enter this Prize Draw by setting up a new Savings Plan which meet the following criteria:
The customer’s Savings Plan must be set up and active by 23:59 on 31/08/23, with a valid bank account connected to their InvestEngine account

The prize is £1,000 added to one winner’s InvestEngine portfolio of their choice. The winner must maintain a minimum net investment funding of £100 + the £1,000 prize amount for 12 months before the prize can be withdrawn. No alternative prize will be issued and the prize will not be split into any denomination of the whole amount. The prize cannot be given in any currency other than pounds sterling (£).

The winner will be picked at random from our aggregated list of Savings Plans users, and will be announced on 15/09/2023. Once the winner is announced we will contact the winner via their InvestEngine registered email address to inform them that they have won, and how the amount will be added to their portfolio.

Employees of InvestEngine, their family members, or anyone else connected with the Prize Draw may not enter the Prize Draw.

The name of the winner will be available six weeks after the closing date and can be obtained by sending a self addressed envelope to InvestEngine (UK) Limited.

We reserve the right to change the terms and conditions for our £1,000 Savings Plans Competition at any time or withdraw the promotion in its entirety without notice, for reasons practical, operational or otherwise. We reserve the right to disqualify the prize amount earned through fraudulent, illegal or abusive methods.

The Prize Draw 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.

 

Referral Program Terms and Conditions 2022

Until 16th December 2022, any individual whose Referee completes registration and funds their portfolio with InvestEngine, will qualify for £20 ‘Referral Funding’ for both the Referrer and Referee provided they both meet the terms and conditions below.

During the period 21/09/22 to 31/10/22 Referrers will also receive one competition entry into our prize draw (the ‘Prize Draw’) to win one of ten, £100 investment bonus prizes for each successful referral.

The ‘Prize Draw’ is open to UK residents aged 18 and over. Entrants into the Prize Draw shall be deemed to have accepted these Terms and Conditions.

If you have any questions about how to enter or in connection with the Prize Draw, please visit our Help Centre.

The Prize Draw winners will be chosen from a random draw of entries received in accordance with these Terms and Conditions. The draw will take place on 07/11/2022.

The £100 prize will be added to the winners’ first portfolio on InvestEngine within 14 days.

The winner and the Referee must maintain a minimum net investment of the Minimum Portfolio level (£100 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 before the winner can withdraw the prize.

The names of the Prize Draw winners will be available six weeks after the closing date and can be obtained by sending an SAE to InvestEngine (UK) Limited, 4th Floor, 57 – 59 Great Suffolk Street, London, SE1 0BB.

Unless otherwise stated, the promoter is InvestEngine, 4th Floor, 57 – 59 Great Suffolk Street, London, SE1 0BB.

InvestEngine reserves the right to amend or discontinue the Prize Draw at any time with or without prior notice due to reasons outside its control. The decision of InvestEngine in all matters under its control is final and binding, and no correspondence will be entered into. The Prize Draw will be governed by the laws of England and Wales and entrants to the Prize Draw submit to the exclusive jurisdiction of the courts of England and Wales.

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 have 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 law. The Referral Program is only valid for the first twenty‑five 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.

In order to benefit from this referral program the Referrer must complete an InvestEngine referral for a valid Referee.

Completing an InvestEngine referral:

  • The ‘Referrer’ must submit their email address via InvestEngine’s GrowSurf competition landing page or via the email submission form on InvestEngine’s DIY landing page.
  • Then, the Referrer must share their unique referral link with a Referee.
  • The Referee then must click on the link and submit their email address on InvestEngine’s GrowSurf landing page.
  • The Referee must then complete registration in accordance with the requirements of InvestEngine’s Standard Terms and Conditions, and all applicable law.
  • Only referrals that are accepted by the GrowSurf system and by InvestEngine 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 fund £20 into both the Referrer and Referee’s 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 Referral Funding 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.

Following investment, both the Referee and Referrer must remain invested for a minimum of 12 months from the date they completed registration, maintaining a minimum net investment funding of £120. 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 Account.

We reserve the right to change the terms and conditions for this 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.

 

July Welcome Bonus Terms and Conditions

In the period 05/07/2022 to 31/07/2022 all ‘Existing Users’ who have signed up (created an account by submitting their email address) for InvestEngine but are yet to invest, will qualify for a £25 Welcome Bonus when they successfully complete registration and invest at least £100.

Bonuses will be paid within 10 business days after the promotion finishes on 31/07/22.

The offer is only open to users who have created an account prior to 05/07/22 who subsequently invest by 31/07/22 and only applies to one Portfolio per customer.

‘Existing Users’ are individuals who:

  • have successfully created an account but are yet to complete the registration process and/or invested in a Portfolio;
  • have not previously completed registered with InvestEngine or invested with 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 completed the registration process 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; and
  • provided details for a valid nominated bank account.

All qualifying accounts who successfully fund a portfolio with InvestEngine, will receive £25 into their designated Portfolio (a ‘Welcome Bonus’). We will seek to complete this within 10 Business Days following the completion of the promotion.

Corporate 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 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.

Failure to comply with the above requirements shall result in InvestEngine reclaiming an amount equal to the value of the 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.

Should a New Customer open an ISA with InvestEngine and fail to invest in the designated Portfolio as required above within 30 days, InvestEngine will treat this failure to invest as effective cancellation of their ISA agreement in accordance with our Standard Terms and Conditions. This will not count as opening an ISA within the relevant tax year or part of any ISA allowance.

We reserve the right to change the terms and conditions for our July 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 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.

 

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 Code will qualify for a Partner Reward to be added to their chosen portfolio provided they meet the terms and conditions below.

Please be aware that the following partner rewards closed 11:59pm on the 12th December 2022: Alex Finch, All The Honeys, Anastasiia Argent, Bouncing Back, Capital Affiliate Network Publisher, Cazzatime, Chris Palmer, Christos Fellas, Damien Talks Money, Dan talks Money, Eat Sleep Money, EnjoyStevie, Everylittlepenny, Finance with JCL, FinanceAds, financial thing, Finder, Iain Geddes, Inkmattic, Investing Reviews, iQ investing, Jubair Ahmed, Koody, Lewisharding, LifeofSol, Love Money, Maddyness, MamaFurFur, Matt Talks Money, Melissa Shaw, Monevator, Money Bulldog, Money to the Masses, Money.co.uk, MoneyFacts, MoneyUnshackled, Mosh Money, Motley Fool, Neil Invests, Panda Boss, Poppy Dontree, Pretty Penny Club, Project 86 Limited, Project Financially Free, Quirk, Sasha Yanshin, SIPPclub, Sultan, That Finance Show, The Dividend Experiment, The Financial Wilderness, The Quid Squid, Victoria Sully, WTF Property Investing (Partners should have removed reference to the reward from their communications from this date).

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
  • 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. Corporate 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 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.

Should a New Customer open an ISA with InvestEngine and fail to invest in the designated Portfolio as required above within 30 days, InvestEngine will treat this failure to invest as effective cancellation of their ISA agreement in accordance with our Standard Terms and Conditions. This will not count as opening an ISA within the relevant tax year or part of any ISA allowance.

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 provided by an active Partner of InvestEngine. It is not the responsibility of InvestEngine to maintain or update the Partner Link provided by a current or former Partner and we reserve the right to refuse to honour a Partner Reward where the link 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.

 

November 2022 Client Survey — win 1 of 3 £100 Amazon Vouchers

The prize draw (the ‘Prize Draw’) is open to UK residents aged 18 and over who have successfully submitted a response to InvestEngine’s November 2022 Client Survey.

Employees of InvestEngine or their family members, or anyone else connected with the Prize Draw may not enter the Prize Draw.

Entrants into the Prize Draw shall be deemed to have accepted these Terms and Conditions.

To enter the Prize Draw you must successfully complete InvestEngine’s November 2022 Client Survey between 18/11/2022 and 25/11/2022. Entries received after this time will not be eligible.

If you have any questions about how to enter or in connection with the Prize Draw, please visit our Help Centre.

There are three £100 Amazon Vouchers on offer. The Prize Draw winner will be chosen from a random draw of entries received in accordance with these Terms and Conditions. The draw will take place on 30/11/2022.

The winners will be notified by email and shall be emailed their voucher.

The name of the winner will be available six weeks after the closing date and can be obtained by sending an SAE to InvestEngine (UK) Limited, 57 – 59 Great Suffolk Street, London, SE1 0BB.

We reserve the right to change the terms and conditions for our Prize Draw 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. 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. The decision of InvestEngine in all matters under its control is final and binding, and no correspondence will be entered into.

Unless otherwise stated, the promoter is InvestEngine, 57 – 59 Great Suffolk Street, London, SE1 0BB.

The Prize Draw will be governed by English law and entrants to the Prize Draw submit to the exclusive jurisdiction of the English courts.

InvestEngine is a trading name and registered trade mark 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.

 

2022 ISA Cashback Terms and Conditions

In the period 10/02/2022 to 05/04/2022 all new customers who successfully fund an InvestEngine ISA or transfer an ISA to InvestEngine will qualify for an ISA Cashback reward provided they meet the terms and conditions below.

The offer is only open to New Customers and only applies to one ISA Account per customer.

‘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.

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 Net Contribution as specified in this promotion.

The ISA Cashback will be calculated based on the ISA portfolio’s Net Contribution as at the Promotion Period End (18:00 on 05/04/2022). The ISA Cashback rewarded will be the Cashback specified in the highest applicable band in the following table:

Net Contribution (£)Cashback (£)
1000+25
5000+50
10,000+100
20,000+150
50,000+200
100,000500

The Net Contribution means the total amount funded or transferred into the relevant account by the New Customer in the period of this promotion minus any withdrawals, transfers or other redemption of capital. Any income paid out from an income portfolio does not count towards Net Contribution. 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 a accounts Net Contribution is £4999, but due to performance the value as at the Promotional Period End is £5005, the reward will be £25. Conversely, if the Net Contribution is £5000 but the value as at the Promotional Period End is £4999, the reward will be £50.

The reward will be funded into the New Customer’s nominated bank account following the Promotional Period End. 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 the ISA Cashback has not been received within 5 Business Days, please contact our Support team.

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 received their ISA Cashback reward. Failure to comply with the above requirements shall result in InvestEngine reclaiming an amount equal to the value of the ISA Cashback from the Customer’s account. The Customer will not be eligible for a lower band of cashback 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 New 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 New Customer will receive the reward following receipt of the funds, and must maintain their Net Contribution from the date that they received their ISA Cashback reward for a period of 12 months. Failure to comply shall result in InvestEngine reclaiming an amount equal to the value of the ISA Cashback from the New Customer’s account.

We reserve the right to change the terms and conditions for our 2022 ISA Cashback 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.

 

InvestEngineActive Welcome Bonus Terms and Conditions

In the period 14/09/2022 to 14/12/2022 all new sign‑ups who have signed up (created an account by submitting their email address) for InvestEngine via a InvestEngine registration link associated with the InvestEngine Active charity run or scanning the QR code featured on the InvestEngineActive running shirts, will qualify for a £25 Welcome Bonus when they successfully complete registration and invest at least £100. 

Upon successful completion of registration and having invested at least £100, InvestEngine will donate £10 directly to Women’s Aid. 

The offer is only open to new users who have created an account using a InvestEngine sign up link associated with the InvestEngine Active charity run or scanned the InvestEngineActive QR code featured on the running shirt between 14/09/22 and 14/12/22 and who subsequently complete registration and invest by 14/12/22 and only applies to one Portfolio per customer.

To qualify for this promotion, you must not have previously completed registration with InvestEngine or invested with our services in the past.

An individual or business will be considered to have completed the registration process 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; and
  • provided details for a valid nominated bank account.

All qualifying accounts who successfully fund a portfolio with InvestEngine, will receive £25 into their designated Portfolio (a ‘Welcome Bonus’). We will seek to complete this within 10 Business Days following successful registration and funding.

Corporate 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 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.

Failure to comply with the above requirements shall result in InvestEngine reclaiming an amount equal to the value of the 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.

Should a New Customer open an ISA with InvestEngine and fail to invest in the designated Portfolio as required above within 30 days, InvestEngine will treat this failure to invest as effective cancellation of their ISA agreement in accordance with our Standard Terms and Conditions. This will not count as opening an ISA within the relevant tax year or part of any ISA allowance.

We reserve the right to change the terms and conditions for our InvestEngineActive 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 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.