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OFFER EXPIRED

MSE Offer June 2023 - £75-£1000 Cashback Terms & Conditions

TERMS & CONDITIONS
  1. This promotion is open only to new customers to Wealthify who are tax residents of Great Britain and Northern Ireland and Channel Islands and limited to the first 3,500 Accounts opened.
  2. The promotion is for cashback to be paid into your new Wealthify Plan subject to these Terms and Conditions.
  3. Registration for this promotion closes 23:59 on 30th June 2023.
  4. This promotion is for cashback to be paid based on the value of initial deposits or transfers (being the ‘Qualifying Investment’) as follows:
  • £75 cashback for deposits or transfers between £75 and £2,499
  • £100 cashback for deposits or transfers between £2,500 and £4,999
  • £225 cashback for deposits or transfers of £5,000 and £9,999
  • £250 cashback for deposits or transfers of £10,000 and £19,999
  • £500 cashback for deposits or transfers between £20,000 and £29,999
  • £600 cashback for deposits or transfers between £30,000 and £39,999
  • £700 cashback for deposits or transfers of £40,000 and £49,999
  • £800 cashback for deposits or transfers of £50,000 and £99,999
  • £1,000 cashback for deposits or transfers of £100,000 or more.
  1. To qualify for this promotion, you must:
  1. open a Wealthify Account through the promotional landing page before the closing date noted in clause 3;
  2. create a Plan and fund with the Qualifying Investment by 31st December 2023 ; and
  3. not withdraw or transfer out the Qualifying Investment during the first 12 months or make a withdrawal or partial transfer that takes the total investment within the Plan under the Qualifying Investment.
  1. The cashback will be paid directly into your plan 12 months after the Qualifying Investment has been made.
  2. If the new Plan is a Junior ISA, the cashback will be paid into this Plan and will form part of the child’s investment.
  3. If the cashback cannot be paid into the Plan for any reason and cannot be paid into an alternative Plan under the same account, it may be paid directly into your bank account.
  4. Only one cashback award per Account will qualify under this promotion to be paid into the first funded Plan.
  5. Wealthify reserves the right to amend, withdraw or restrict this promotion at any time without notice.
  6. Investing with Wealthify is subject to a suitability assessment and no guarantee is made towards accepting you as a customer.
  7. The Wealthify standard terms and conditions also apply and are not affected in any way by this offer.
  8. Wealthify accepts no liability or responsibility for claims under this promotion which are lost, delayed or undelivered, nor any liability for technical errors or communication failures in networks and/or internet access.
  9. This offer is not open to any employees of Wealthify, Embark or Winterflood Business Services.
  10. This promotion shall be governed and construed in accordance with the laws of England and Wales.
  11. The promoter of this offer is Wealthify Limited (“Wealthify”) whose registered office is at Tec Marina, Terra Nova Way, Penarth, CF64 1SA.