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Ended

MSE Summer 26 Cashback Offer

Active
  1. Offer Summary 

Quilter Invest is offering eligible new customers a £50 cashback reward and a waiver of Quilter Invest platform and subscription fees for the duration of their account holding under this promotion, when opening and funding a qualifying investment account using a valid promotional code associated with MoneySavingExpert (MSE) until 23:59pm August 31 2026, or until 1,500 accounts have claimed the offer (whichever comes first). 

Other charges may still apply, including (but not limited to) fund management fees, ETF provider charges, foreign exchange (FX) fees and any third-party costs. 

To qualify for this offer, customers must: 

  • Apply a valid promotional code at account opening 
  • Fund their account within 30 calendar days of applying the code, before the window closes on 31 August 2026 at 23:59pm, or until 1,500 accounts have claimed the offer (whichever comes first) 
  • Maintain a minimum account balance of £500 for a continuous period of 6 months after the promotional period closes on August 31 2026 at 23:59pm (that is, the balance must be maintained until March 03, 2027) 

Cashback will be credited to the customer’s Quilter Invest account, subject to satisfaction of all applicable conditions. 

 

  1. Eligibility Criteria 

2.1 This promotion is available to new Quilter Invest customers only. A new customer is defined as an individual who does not currently hold, and has not previously held, a Quilter Invest account. 

2.2 Customers must fund their investment account within 30 days of applying the promotional code. 

2.3 The minimum balance is calculated subject to 2.4 

2.4 Any withdrawal or transfer that results in the account balance falling below £500 during the qualifying period will result in: 

  • Immediate disqualification from the cashback offer, and 
  • Reversion to Quilter Invest’s standard charging structure 

2.5 The waiver of platform and subscription fees is conditional upon meeting the requirements of this promotion and may be withdrawn where these Terms and Conditions are not met. 

2.6 All customers must meet Quilter Invest’s standard onboarding and eligibility requirements. 

 

  1. Cashback Payment and Redemption 

3.1 Cashback is subject to verification of eligibility and compliance with these Terms and Conditions. 

3.2 Cashback will be credited to the customer’s Quilter Invest account within 60 days following completion of the 6‑month qualifying period on March 03, 2027. Cashback will be credited no later than 2 May, 2027. 

3.3 Cashback rewards may be withdrawn or invested from the date of payment. 

3.4 Where applicable, customers may be required to confirm compliance with ISA subscription limits prior to cashback being paid. 

3.5 If ISA confirmation is required: 

  • Customers will be contacted via email 
  • If no response is received within 7 days, a reminder will be issued 
  • If no response is received within a further 30 days, the cashback will be forfeited 

 

  1. Restrictions and Limitations 

4.1 This promotion: 

  • Is limited to one account per individual 
  • Permits one cashback payment per customer only 

4.2 The offer cannot be used in conjunction with any other promotion, discount, or offer. 

4.3 The waiver of platform and subscription fees applies only to Quilter Invest charges and does not extend to external or third-party fees. 

4.4 The promotion is non-transferable and cannot be assigned to another individual. 

4.5 Product Eligibility: 

  • This promotion applies only to Quilter Invest investment accounts, including General Investment Accounts (GIA), Stocks and Shares ISAs, and Junior ISAs (JISA). 
  • It does not apply to Self-Invested Personal Pensions (SIPPs), cash savings accounts, or any non-investment products. 

  

  1. Fraud and Abuse 

5.1 Quilter Invest reserves the right to: 

  • Withhold, cancel, or recover cashback where it reasonably suspects fraud, misuse, or abuse of the promotion 
  • Disqualify any participant who does not comply with these Terms and Conditions 

5.2 Any attempt to open multiple accounts or otherwise circumvent these Terms will result in disqualification. 

 

  1. Customer Support 

Customers requiring assistance in relation to this promotion may contact: 
support@quilterinvest.com 

 

  1. General Terms 

7.1 Quilter Invest reserves the right to amend, suspend, or withdraw this promotion at any time where it is reasonably necessary to do so. 

7.2 Quilter Invest also reserves the right to review and amend its pricing structure in the future. Any changes will be communicated in accordance with applicable regulatory requirements. 

7.3 Participation in this promotion constitutes acceptance of these Terms and Conditions. 

7.4 All customers remain subject to Quilter Invest’s standard Terms and Conditions, which apply in addition to this offer. 

 

  1. Tax and Regulatory Information 

8.1 The tax treatment of cashback and investments will depend on individual circumstances and may change in the future. 

8.2 Quilter Invest does not provide tax advice. Customers should seek independent professional advice where appropriate. 

8.3 Quilter Invest is authorised and regulated by the Financial Conduct Authority (FCA). 

 

  1. Risk Warning 

Investments may fall as well as rise in value, and you may get back less than the amount invested. Past performance is not a reliable indicator of future results. 

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