2021 incentives: Terms and Conditions

2021 Welcome Bonus Terms and Conditions

In the period 25/05/2021 to 31/12/2021 all New Customers who successfully register with InvestEngine and build a portfolio will qualify for a £50 Welcome Bonus provided they meet the terms and conditions below.

The offer is only open to new customers and only applies to one Portfolio per customer.

‘New Customers’ are individuals who:

  • have successfully completed the registration process 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 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.

Following the completion of registration with InvestEngine, we will fund £50 into the New Customers’ designated Portfolio (a “Welcome Bonus”). 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.

Upon receiving the bonus, the New Customer must invest at least £100 (not including any bonuses, reward or any other promotional amount offered by InvestEngine) in their designated portfolio within 30 days of completing registration. Following investment, the New Customer must remain invested for a minimum of 12 months from the date they completed registration, maintaining a minimum net investment funding of £150. 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 Welcome Bonus. If the Portfolio is not invested with an additional £100 within the initial 30 day period, the entire value of the New Customer’s Portfolio will be reclaimed by InvestEngine. Minimum investment values referred to in our Standard Terms and Conditions apply. 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 2021 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 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 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

In the period 25/05/2021 to 31/12/2021 any individual whose Referee completes registration and funds their portfolio with InvestEngine will qualify for £25 ‘Referral Funding’ for both the Referrer and Referee 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 five referrals made by the Referrer. A Referrer may make more than 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 share their unique referral link with a Referee.
  • The Referee must click on the link and arrive at InvestEngine’s website. They must then click 'Get Started' and create an account.
  • 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 £25 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 £125. 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 2021 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.

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