Eligible customers who already hold a Quilter Invest investment account and sign up by clicking the button in the email to participate in this offer through the relevant email communication can receive a cashback reward equivalent to 2% of the total deposits made during the promotion period, from 11th November 2026 to 31st January 2027 inclusive (the ‘Promotion 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 an eligible existing account. Cashback is a promotional payment. It is not an investment return, interest payment or indication of future investment performance.

Eligibility and Conditions

The offer is available to UK residents who already hold a Quilter Invest investment account and have signed up to the promotion by clicking the button within the email for this Holiday 2% Cashback Offer. New customers are not eligible for this offer. Employees of Quilter Invest Limited and the Quilter group are not eligible to participate in this offer.

No promotional code is required for this existing customer offer. Participants must sign up to the promotion by clicking on the button within the email.

To qualify, the total amount deposited into the eligible existing 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 11th November 2026 and 31st January 2027 (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.

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. Customers who have already participated in the Autumn 2% Cashback Offer are not eligible to participate in this existing customer offer again or receive a second cashback reward.

The offer applies only to existing Quilter Invest customers who have signed up by clicking the button in the email for this Holiday 2% Cashback Offer. It does not apply to new customers or customers who have not signed up to the promotion.

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.

General Terms

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

All users are subject to Quilter Invests 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, 85 Queen Victoria Street, London, United Kingdom, EC4V 4AB.

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 Limited is a wholly owned subsidiary of Quilter plc. Further details about the Quilter Group are available here.

Registered in England and Wales.

Registered Office: Senator House, 85 Queen Victoria Street, London, United Kingdom, EC4V 4AB

Company Registration Number: 10966427

Quilter Invest Limited is authorised and regulated by the Financial Conduct Authority under Firm Reference Number 955775.

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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