Eligible customers who open a new Quilter Invest Stocks and Shares ISA, Junior ISA or General Investment Account (GIA) using the relevant promotional code, and deposit a minimum of £2,500 during the promotion period, from 15th October to 31st December 2026 inclusive (the ‘Promotion Period’), can receive a cashback reward equivalent to 2% of the total deposits made during this period, subject to a maximum cashback payment of £400 per customer and satisfaction of the eligibility criteria set out below.

The eligible cashback amount will be calculated based on the total deposits made during the promotion period, minus any net withdrawals made in the 180 days following the end of the promotion period. Deposits must be made into a newly opened qualifying account. Cashback is a promotional payment. It is not an investment return, interest payment or indication of future investment performance.

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Eligibility and Conditions

The offer is available to UK residents who open their first Quilter Invest Stocks and Shares ISA, Junior ISA or General Investment Account (GIA) during the Promotion Period. For the purposes of this offer, a 'new customer' is an individual who does not currently hold, and has not previously held, a Quilter Invest account. Employees of Quilter Invest Limited and the Quilter group are not eligible to participate in this offer.

The promotional code AUTUMN26 must be entered for the offer to take effect.

To qualify, the total amount deposited into the new account during the Promotion Period must be at least £2,500.

Cashback is subject to a maximum payment of £400 per customer (equivalent to a £20,000 deposit).

All deposits made between 15th October and 31st December 2026 (inclusive) are eligible, provided the total meets the minimum deposit requirement.

If net withdrawals occur within 180 days after the promotion period ends, the cashback amount will be reduced accordingly. Market movements will not be treated as withdrawals and will not affect the cashback calculation.

Cashback will be paid to the customer’s verified bank account within 15 business days after 29th June 2027.

Customers are responsible for ensuring that the bank details held by Quilter Invest are accurate and up to date.

Quilter Invest may reasonably request information from a customer to verify their eligibility. Failure to provide that information within a reasonable period may delay payment or result in a customer becoming ineligible for the offer.

Cashback rewards are non-transferable, non-exchangeable, and cannot be redeemed in any other form including gift cards, account credit, or cash equivalent

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Restrictions

The offer cannot be combined with any other Quilter Invest promotional offers, discounts or promotional codes.

Only one cashback reward payment is available per eligible customer.

The offer applies only to a new Quilter Invest Stocks and Shares ISA, Junior ISA or General Investment Account (GIA) opened during the Promotion Period. It does not apply to any other product or account.

Changes to or withdrawal of the offer

Quilter Invest may withhold, cancel or recover cashback where it reasonably determines that:

the customer has not complied with these Terms and Conditions;
the customer was not eligible for the offer;
cashback has been paid in error; or
there is evidence of fraud, misuse or abuse of the Offer

Quilter Invest reserves the right to amend, suspend or withdraw this promotional offer where reasonably necessary because of circumstances outside its reasonable control; changes in law or regulatory requirements; fraud, misuse or abuse of the offer; or material operational or technical issues affecting the administration of the offer. Where reasonably practicable, Quilter Invest will notify affected customers of any material change, suspension or withdrawal. Any change, suspension or withdrawal will not adversely affect the cashback entitlement of a customer who has already satisfied the relevant eligibility requirements before the change takes effect, unless this is necessary to comply with law or regulatory requirements or because of fraud, misuse or abuse

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General Terms

Participation in this offer constitutes acceptance of these Terms and Conditions.

All users are subject to Quilter Invest’s general Terms and Conditions, which apply to the qualifying account. If there is a conflict relating specifically to this offer, these Terms and Conditions will take precedence to the extent of that conflict.

Nothing in these Terms and Conditions affects a customer’s statutory rights.

The offer is administered by Quilter Invest Limited, with its registered office at Senator House, 5 Queen Victoria Street, London, United Kingdom, EC4V 4AB.

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Tax and Regulatory Information

Tax treatment depends on individual circumstances and may be subject to change. Quilter Invest does not provide tax advice and recommends consulting with a qualified financial adviser or tax specialist.

Quilter Invest is authorised and regulated by the Financial Conduct Authority (FCA). Further information about Quilter Invest, including regulatory and legal information, is available on our website.

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Disclaimer

Investments may go down as well as up, and you may not get back the amount you invested. Past performance is not a reliable indicator of future results.

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