What happens if I don't enter a 'Promo / Adviser' code?

Please note: the following information is intended for Quilter Invest clients who joined the platform via an Adviser referral.

If you don’t enter an adviser promo code, your account won’t be linked to the adviser who referred you. This means they won’t be able to view your account or support you with guidance if you ever need advice in the future.

By linking your account to an adviser, you’re also able to access preferential pricing. To benefit from this, the adviser promo code needs to be entered when you set up your account.  

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