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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) The promotion is for
i) a £25 (twenty-five pounds) boost into the Junior Individual Savings Account (“Boost”); and
ii) entry into a draw to win one £500 (five hundred pounds) of holiday vouchers (“Prize Draw”).
for every new Junior Individual Savings Account (“JISA”) opened or transfer an existing JISA or Child Fund Trust (collectively the “Plan”) during the Qualifying Period and in accordance with these Terms and Conditions.
3) The dates of this promotion are between 1st March 2019 to midnight 22nd March 2019 inclusive (“Qualifying Period”).
4) This promotion is open to residents of Great Britain excluding Northern Ireland who open a Plan within the Qualifying Period and through the dedicated website address https://www.wealthify.com/offers/junior-isa-offer
5) By opening a Plan through the dedicated website address https://www.wealthify.com/offers/junior-isa-offer you are bound by these terms and conditions.
6) There is no limit to the number of Plans that can be opened under this promotion to qualify for the Boost. However, the Prize Draw is limited to one entry per Wealthify account to which the Plans are attached.
7) The Plan must be funded with a minimum of £50 (fifty pounds) initial investment which must be made within 10 days of the Plan being created.
8) Plans must remain open for a minimum of 12 months from the date of the initial investment.
9) The Boost will be paid directly into the Plan within 30 days from receipt of the initial investment. This may result in the Boost being paid into the Plan in the 2019 to 2020 tax year.
10) If the Boost results in the 2018 to 2019 tax year investment limit of £4,260 being exceeded the Boost will be paid into the Plan on, or after, April 6th 2019 as part of the 2019 to 2020 tax year subscription.
11) All rules, regulations and tax treatments relating to JISAs still apply and compliance is a requirement to these terms and conditions.
12) The Prize Draw will be made from all eligible entrants on the 5th April 2019.
13) The winner of the Prize Draw will be contacted via email provided within the Wealthify account. In the event of the winner not claiming the prize within 21 days of first contact, we reserve the right to re-draw and choose another winner from eligible entrants.
14) Only one £500 holiday voucher is available for the Prize Draw (“Prize”).
15) Use of the Prize is strictly subject to the terms and conditions set out by the travel operator and the promoter accepts no liability or responsibility for additional costs, availability, time-limits, cancellations, delays or any other circumstance or event relating to the use of the Prize.
16) Details of the winner will be available two months after the draw date by sending a stamped addressed envelope to the promoters address.
17) In the event of unforeseen circumstances the promoter reserves the right to provide an alternative Prize of equal or greater value.
18) The Prize or Boost cannot be transferred and there are no cash alternatives.
19) We reserve the right to vary or withdraw this offer at any time.
20) 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.
21) The decision of the promoter shall be considered final and no correspondence shall be entered into.
22) This promotion shall be governed and construed in accordance with the laws of England and Wales.