Over 30k transfer deal
Offer Summary
New users who sign up to Quilter Invest before March 1st 2026 using the promo code “QUILTER30K” and who deposit or transfer and then maintain a balance of over £30,000 in an investing account will receive an indefinite reduced platform fee of 0bps and no subscription fee when using the Quilter Invest platform (usually priced at 25 bps, with a £2 monthly subscription fee), making the platform free to use for the duration that the investing account balance remains at or above £30,000. Standard pricing will apply if a withdrawal brings the balance below £30,000, at which point the deal will end and cannot be restored.
Eligibility and Conditions
- To be eligible for the promotion, you must sign up, complete verification, and fund your investing account with at least £30,000 before March 1st, 2026.
- The promotional code must be entered for the offer to take effect.
- The promotional code is valid for investing accounts only.
- If your investing account value drops below £30,000 following a withdrawal, standard pricing will apply, and the deal will end.
Code Use and Restrictions
- The promotional code must not be published or shared publicly, including on social media platforms.
- This offer applies only to customers who hold and fund an investment account with Quilter Invest, maintaining a balance of £30,000 or more.
- The promotional code cannot be used in conjunction with any other codes.
General Terms
- Quilter Invest reserves the right to terminate or amend this promotional offer at any time, for any reason, for any and all users, and without prior notice. Should the promotion be terminated, Quilter Invest standard fees will apply in full from that point onwards, and we will endeavour to inform you of the change in a timely manner.
- 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 in full.
Tax and Regulatory Information
- Tax treatment depends on individual circumstances and may be subject to change in future. 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).
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.