2022 incentives: Terms and Conditions

 

Referral Program Terms and Conditions

For the duration of this Referral Program, any individual whose Referee completes registration&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 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 £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 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.

 

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
100,000 500

 

 

 

 

 

 

 

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 New Customer must maintain at least the Net Contribution as it stood at the Promotional Period End until 05/04/2023. Failure to comply with the above requirements shall result in InvestEngine reclaiming an amount equal to the value of the ISA Cashback 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 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 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.

 

Investment Book Prize Draw T&Cs

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.

 

 

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