Wealthify Cashback Offer - May 2019

Terms & Conditions


  1. The promoter of this offer is Wealthify Limited (“Wealthify”) whose registered office is at Tec Marina, Terra Nova Way, Penarth, CF64 1SA.
  2. This offer is open only to new Wealthify customers who are aged 18 years or older and residents of Great Britain and Northern Ireland.
  3. This offer is available for Plans funded before 30th June 2019.
  4. The offer is for £40 cashback paid into your new Wealthify Plan subject to these Terms and Conditions.
  5. To take advantage of this offer, you must open and fund a Wealthify Plan through the dedicated link available on Money Saving Expert.
  6. The £40 cashback will be paid after 6 months of funding your Wealthify Plan subject to receipt of either:
    a) a minimum £400 as an upfront investment or;
    b) £300 upfront and 5 subsequent top-ups of £20 or more.
  7. In order to qualify for the offer you must not make a withdrawal from your Plan within the first 6 months of the initial investment.
  8. The cashback will be paid directly into the Plan within 30 days following the 6-month period noted in clause 7 above.
  9. Wealthify reserves the right to amend, withdraw or restrict this promotion at any time without notice.
  10. Investing with Wealthify is subject to a suitability assessment and no guarantee is made towards accepting you as a customer.
  11. The Wealthify standard terms and conditions also apply and are not affected in any way by this offer.
  12. 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.
  13. This offer is not open to any employees of Wealthify or Winterflood Business Services.
  14. This promotion shall be governed and construed in accordance with the laws of England and Wales.

Risk Warning: With a Wealthify investment your money is at risk, as the value can go down as well as up. The tax treatment of your investment will depend on your individual circumstances and may change in the future. If you are unsure about whether investing is right for you, please seek financial advice.