2024 incentives: Terms and Conditions

Table of contents

 

 

£1,000 Savings Plans Competition

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of £100 + the £1,000 prize amount for 12 months from the date the prize money is paid in, before the prize can be withdrawn.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 Lawford House, Albert Place, London, United Kingdom.

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 Lawford House, Albert Place, London, United Kingdom.

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 New 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 Lawford House, Albert Place, London, United Kingdom.

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 New 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 New Customer’s account. The New 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 New 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 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 Lawford House, Albert Place, London, United Kingdom.

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
V1.2 Active 12/01/2024

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%
£13-34£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 Lawford House, Albert Place, London, United Kingdom.

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.

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 Lawford House, Albert Place, London, United Kingdom.

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

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 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 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 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 Bonus% Available
£35-505%
£13-3420%
£10-1275%

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 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.

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 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 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 Variable Partner Welcome Bonus 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 Lawford House, Albert Place, London, United Kingdom.

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.

 


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