2024 incentives: Terms and Conditions

Table of contents

 

 

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%
£13-20£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 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%
£13-2020%
£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.

 

12 month Fee Free Managed Service Reward Terms and Conditions

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

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

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

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

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

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

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

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

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

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

InvestEngine is a trading name and registered trademark of InvestEngine (UK) Limited. InvestEngine (UK) Limited is authorised and regulated by the Financial Conduct Authority. The Firm Reference Number is 801128. InvestEngine (UK) Limited is incorporated in the UK with company number 10438231 and has its registered office at 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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