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PwC 1 Year First Investment Plan Fee Free

TERMS & CONDITIONS
  1. Offer Considerations
  1. As with all investing, your money is at risk as the value can go down as well as up and you may get back less than you invest.
  2. The tax treatment of the investment will depend on individual circumstances and may change in the future.
  3. If you are unsure about whether investing is right for you, please seek financial advice.
  4. If you transfer an existing investment to Wealthify, we will not be responsible for paying any exit fees that may be charged by your current provider. You should consider if your existing provider charges exit fees, as these could limit the financial benefit of changing provider.
  5. You should understand the different fees and charges before making any transfers, checking that everything makes financial sense for you.
  6. We are unable to accept any pensions that you’re taking an income from or transfer any pensions with safeguarded benefits (such as defined benefits or guarantees) or protected benefits (such as protected tax free cash or protected pension ages under 55). For other pensions, you should also consider whether you may lose any other valuable benefits if you transfer, such as loyalty bonuses.
  1. What Is This Promotion For?
  1. Subject to these terms and conditions, this promotion is for reduced management fees on your first created Wealthify Self-Invested Personal Pension Stocks & Shares ISA Plan, Stocks & Shares Junior ISA Plan or General Investment Account (together known as ‘Investment Plans’) opened during the offer period.
  2. The first 12-month period will be free of management fees and will start from the date your first Investment Plan  is opened and available for use.
  1. How Do You Qualify?
  1. This offer is open to new Wealthify customers aged 18 or over and a tax resident of Great Britain and Northern Ireland who open a new Investment Plan.
  2. You must click the ‘Register For Offer’ button, open a Wealthify Account through the dedicated link only available on the PwC employee benefit page "Knowledge Hub" with your work email address (being a domain address belonging to your employer), and then create your Investment Plan within your Wealthify Account.
  3. Immediate Family Members (defined as spouses, spousal equivalents and financially dependent family members) of PwC individuals must open their Wealthify Account through the dedicated landing page noted in clause 3(b) and provide the PwC email address of their family member when requested to do so.
  4. You must deposit at least £1,000 in a Stocks & Shares ISA or Junior Stocks & Shares ISA or £5,000 in a General Investment Account or Self-Invested Personal Pension.
  5. Only the first created Investment Plan within your Wealthify Account will qualify for this promotion.
  1. Who Does Not Qualify For This Promotion?

This promotion is not available for:

  1. Current Wealthify customers or if you have previously opened a Wealthify Account; or
  2. Those depositing less than the minimum initial deposit amount required under the offer as noted in clause 3(d).
  3. Customers who make deposits into a Wealthify Instant Access Savings Accounts or Wealthify Cash ISAs.
  1. What Fees Are Not Covered By This Promotion?
  1. Investment costs and other fees or charges are not covered as part of the offer and will still apply. The 12-month fee-free period is for Wealthify management fees on your first created Investment Plan only. For full details of our fees and costs, see our fees page.
  1. When Will I Not Receive The Fee Free Period?
  1. If you open a Wealthify Account using any route other than the dedicated link only available on the PwC employee benefit page "Knowledge Hub" .
  2. If, under clauses 3(b) or (c), you provide an email address which is not a domain address belonging to PwC  when requested to do so, you will not be considered under this promotion.
  3. If you no longer hold your first created Investment Plan. The fee free period will cease at the point the Plan is closed or transferred.
  4. After the initial 12-month period noted in clause 2(b) above, the fee free period will cease, and you will revert to standard Wealthify management fees.
  5. Wealthify Accounts with unfunded Plans may be cancelled and not re-created at the reduced fee rate.
  1. Other Important Terms
  1. Investing with Wealthify is subject to a suitability assessment and no guarantee is made towards accepting you as a customer.
  2. The Wealthify standard terms and conditions also apply and are not affected in any way by this offer.
  3. This reduced fee offer is not transferable and there are no alternatives available.
  4. Only one Wealthify Account is permitted per customer.
  5. Wealthify reserves the right to amend, withdraw or restrict this promotion at any time without notice.
  6. 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.
  7. . This offer is open only to PwC individuals and their Immediate Family Members..
  8. This promotion shall be governed and construed in accordance with the laws of England and Wales.
  9. The promoter of this offer is Wealthify Limited (“Wealthify”) whose registered office is at Tec Marina, Terra Nova Way, Penarth, CF64 1SA.

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.