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12 Months Management Fee Free

TERMS & CONDITIONS
  1. This promotion is open only to new customers of Wealthify who are tax residents of Great Britain and Northern Ireland.  This promotion is not available if you are a current Wealthify customer or if you have previously held a Wealthify Account.
  2. The promotion is for a 12-month management fee free period for new ISA, JISA, GIA or SIPP Plans created within the Wealthify Account subject to these Terms and Conditions.
  3. To qualify for this promotion, you must open a Wealthify Account through the dedicated link only available on Moneytothemasses.com and then create your Plans within your Account.
  4. The fee free period will commence on the day the first Plan is created within the Account and end for all products opened within the Account 12 calendar months after the first Plan is created. Once the fee free period expires the standard management fees will apply at the applicable rate.
  5. This promotion is for a management fee free period only. Investment fees still apply.  Our latest fees can be seen at https://www.wealthify.com/why-invest/fees
  6. Accounts must be opened via the dedicated link only available on Moneytothemasses.com.  Accounts opened via any other route will not qualify under this offer. 
  7. If you transfer an existing investment to Wealthify, we will not be responsible for paying any exit fees that may be charged by your current provider. It’s worth finding out if your existing provider charges exit fees, as these could limit the financial benefit of changing provider.
  8. We are unable to accept any pensions that you’re taking an income from or any pensions with defined benefits or guarantees.
  9. Only one Wealthify Account is permitted per customer and this promotion cannot be used in conjunction with any other offer.
  10. Wealthify reserves the right to amend, withdraw or restrict this promotion at any time without notice.
  11. Investing with Wealthify is subject to a suitability assessment and no guarantee is made towards accepting you as a customer.
  12. The Wealthify standard terms and conditions also apply and are not affected in any way by this offer.
  13. Wealthify accepts no liability or responsibility for claims under this promotion which are lost, delayed or undelivered, nor any liability for technical errors or communication failures in networks and/or internet access.
  14. This offer is not open to any employees of Wealthify, Embark or Winterflood Business Services.
  15. This promotion shall be governed and construed in accordance with the laws of England and Wales.
  16. The promoter of this offer is Wealthify Limited (“Wealthify”) whose registered office is at Tec Marina, Terra Nova Way, Penarth, CF64 1SA.


Risk Warning: With a Wealthify investment your money is at risk, as the value can go down as well as up. The tax treatment of your investment will depend on your individual circumstances and may change in the future. If you are unsure about whether investing is right for you, please seek financial advice.