In order to qualify for the Offer, the following conditions must be met (please see T&Cs for further details):

– You must be either a new client or a customer with an active account that has not been
funded yet.

– You must deposit or transfer the minimum qualifying amount required in order to receive
the cashback amount applicable to the relevant tier.

– Your deposit must remain invested for at least 2 years from the 30th April 2024 and thus
until 30th April 2026.

– If you are transferring money from another investment provider, careful consideration should be given to the advantages and disadvantages of transferring, such as “will I lose any important benefits? Are there any exit penalties? Will the charges be higher?”. Visit our Transfer Considerations page for more information and guidance.

In order to be eligible for the Offer you must register your interest via the below “Redeem your offer” button and open a new portfolio by 11th of April 2024 23:59.

– for ISA, General Investment and Junior ISA accounts, we must receive your qualifying deposit or request to transfer to your Moneyfarm account by the 30th of April 2024 by 23:59h;

– for Pension accounts, we must receive your qualifying deposit or request to transfer your external pension to your Moneyfarm account by the 11th of October 2024 by 23:59h.

In order to be eligible for the offer you must register your interest via the dedicated page, which you will receive with an email, a push notification or a message in your dashboard, and open a portfolio (if there is not one already open) by 11 April 2024 23:59.

– For ISA, General Investment and Junior ISA accounts, we must receive your qualifying deposit or request to transfer to your Moneyfarm account by 30 April 2024 by 23:59h.

– For Pension accounts, we must receive your qualifying deposit or request to transfer your external pension to your Moneyfarm account by 11 October 2024 by 23:59h. Offer not applicable for Profile Pensions existing customers looking to transfer pensions from Profile Pensions to Moneyfarm.