Quilter Invest is offering eligible new customers a £50 cashback reward when opening and funding a qualifying investment account using a valid promotional code associated with MoneySavingExpert (MSE). To qualify, customer must invest at least £100 and maintain a minimum account balance of £100 for 6 months. The offer is available until 23:59 31 December 2026, or until the promotional code has been successfully applied by 1,500 qualifying eligible customers, whichever occurs first.

There is a platform fee of 0.25 percent and no monthly subscription fee. Additional charges and costs may apply depending on the investments selected including (but not limited to) fund management fees, ETF provider charges, foreign exchange (FX) fees.

A promotional code from MSE does not reserve or guarantee eligibility for the cashback offer. Customers must satisfy all eligibility criteria and successfully apply the promotional code when opening their account.

Terms and Conditions

Eligibility Criteria

2.1 The Offer Period ends at 23:59 31 December 2026, or when the promotional code has been successfully applied by 1,500 eligible customers, whichever occurs first (the Offer Period).

To qualify for this offer, customers must:

Apply a valid promotional code from MSE when opening an eligible account during the Offer Period.
This Offer is limited to one account per customer

Fund the eligible account with at least £100 (the "Qualifying Deposit") within 30 calendar days of applying the promotional code from MSE.

Maintain a minimum account balance of £100 for a continuous period of 6 months (the "Qualifying Period") from the last day of the calendar month in which their qualifying deposit was made for example if a Qualifying Deposit is made on 20 December 2026, the Qualifying Period will begin on 31 December 2026 and end on 30 June 2027.
Cashback will be credited to the customer’s Quilter Invest account, subject to satisfaction of all applicable conditions.

Customers who validly apply the promotional code during the Offer Period may complete the remaining eligibility requirements after the Offer Period has ended, provided those requirements are satisfied within the timeframes set out in these Terms and Conditions.

2.2 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.

2.3 Any withdrawal, transfer or closure of the account that results in the account balance falling below £100 during the Qualifying Period will result in immediate disqualification from the cashback offer. For the avoidance of doubt, a reduction in account value arising solely from market movements will not result in disqualification from the promotion, provided no withdrawal or transfer has reduced the customer's contributions below the qualifying amount.

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

2.5 The promotional code must be applied at the time the account is opened and cannot be applied retrospectively. Accounts opened without a valid promotional code will not be eligible for the promotion. Customers are responsible for obtaining a valid promotional code from MSE and entering it correctly during the account opening process. Quilter Invest accepts no responsibility for promotional codes that are lost, not received, entered incorrectly or omitted during account opening.

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 (to allow for data collection from external partners) following completion of the 6- month qualifying period.

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

3.4 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

3.5 cashback rewards may be withdrawn or invested from the date of payment. For the avoidance of doubt the minimum balance requirement applies only during the Qualifying Period.

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

4.4 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.

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.

Customer Support

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

General Terms

7.1 Quilter Invest reserves the right to amend, suspend, or withdraw this promotion at any time due to circumstances outside its reasonable control, fraud, misuse, technical or operational issues, or changes in law or regulatory requirements. Any such amendment, suspension or withdrawal will not affect customers who have already satisfied the eligibility requirements for the promotion prior to the relevant change taking effect, unless required by law or regulation. Quilter Invest reserves the right to correct any administrative, operational or technical error relating to the promotion and may withhold, cancel or recover cashback that has been awarded or paid in error.

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

7.3 All customers remain subject to Quilter Invest’s standard Terms and Conditions (App Terms & Conditions | Quilter Invest), which apply in addition to this offer.

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 if they are uncertain about tax consequences of participating in this promotion.

8.3 Quilter Invest limited (company number 10966427) is authorised and regulated by the Financial Conduct Authority (FCA). Further details of Quilter Invest’s regulatory status and company information, please refer to the Quilter Invest website.

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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