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Previous versions
These are superseded versions of our terms and conditions, kept so you can check which applied to you at a given time. For the terms that apply now, see our current terms and conditions.
| Document | Effective until |
|---|---|
| Customer Agreement | 30 March 2026 |
| Customer Agreement | 12 September 2024 for customers who held a Stocks and Shares ISA, Junior ISA, GIA or SIPP before 30 July 2024. 29 July 2024 for everyone else. |
| Document | Effective until |
|---|---|
| Investment Terms and Conditions | 28 July 2026 |
| Investment Terms and Conditions | 21 July 2026 |
| Investment Terms and Conditions | 24 June 2025 |
| Investment Terms and Conditions | 12 September 2024 for customers who held a Stocks and Shares ISA, Junior ISA or GIA before 30 July 2024. 29 July 2024 for everyone else. |
| Investment Terms and Conditions | 30 November 2022 |
| Investment Terms and Conditions | 7 August 2021 |
| Document | Effective until |
|---|---|
| Pension Terms and Conditions | 27 July 2026 |
| Pension Terms and Conditions | 12 November 2025 |
| Pension Terms and Conditions | 2 July 2025 |
| Pension Terms and Conditions | 25 July 2023 |
| Document | Effective until |
|---|---|
| Cash ISA Terms and Conditions | 30 March 2026 |
| Cash ISA Terms and Conditions | 15 September 2025 |
| Document | Effective until |
|---|---|
| Instant Access Savings Account Terms and Conditions | 30 March 2026 |
| Instant Access Savings Account Terms and Conditions | 15 September 2025 |
These policies applied to customers of Wealthify Investment accounts prior to 13th September 2024.
| Document | Effective until |
|---|---|
| WBS Privacy Policy | 13 September 2024 |
| WBS Complaints Policy | 13 September 2024 |
| WBS Conflicts of Interest Policy | 13 September 2024 |
| WBS Best Execution Policy | 13 September 2024 |