Refer a Friend Terms and Conditions

Referrer

December 2019

This offer applies to all referrals made after 00:00am on 1st December 2019 using your unique referral code.

  1. The Refer a Friend scheme is open to anyone who has registered and completed their registration with Assetz Capital and invested funds.
  2. For the Referrer to qualify for the promotion, the following conditions must be met:
    1. The Referrer must be registered on the Assetz Capital platform as an 'individual' and not be part of any commercial operation or affiliate programme.
    2. The Referred cannot be registered on the Assetz Capital platform prior to the referral scheme launch on 1st December 2019, regardless of whether or not they have completed their registration.
    3. The Referred must enter the Referrer's unique referral code at the start of their registration process.
    4. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    5. The Referred investor must start their registration before midnight on 31st December 2019 and invest at least £1,000 into any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the Referred’s registration. Please note that any referral codes entered at registration after 31st December 2019, will be bound by the terms and conditions of the month they are used.
    6. The referred investor must not deposit funds onto the platform from the same bank account as the referrer.
  3. Information regarding the bonus:
    1. For each successful Referral, the bonus the Referrer receives will be £100.
    2. Both the Referrer and the Referred will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per individual being referred: the same individual cannot be referred twice. The recipient of the Referrer's bonus is determined by the unique code entered at the start of the referral’s registration process.
    4. The Referrer is not eligible for more than two bonus payments for Referrals living at the same household as the Referrer.
    5. Any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  4. You cannot refer yourself to Assetz Capital by setting up a new account.
  5. Assetz Capital reserve the right to change the terms of the Referral scheme on 1st of every month. The Referrer and Referred are bound to the terms and conditions of the month the referral code is activated.
  6. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process. Qualification status can only be given at the end of the manual verification process therefore any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment are not classified as invested, unless the referred has the 'invest idle funds' function switched on.
  10. In order for the Referrer to track the Referred's progress, the Referred must give consent for Assetz Capital to share this information at the start of their registration, when prompted. If consent is not given no updates can be provided to the Referrer, who will only be notified when they have qualified for their bonus.
  11. Investors must be aged 18 or over.
  12. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  13. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

November 2019

This offer applies to all referrals made after 00:00am on 1st November 2019 using your unique referral code.

  1. The Refer a Friend scheme is open to anyone who has registered and completed their registration with Assetz Capital and invested funds.
  2. For the Referrer to qualify for the promotion, the following conditions must be met:
    1. The Referrer must be registered on the Assetz Capital platform as an 'individual' and not be part of any commercial operation or affiliate programme.
    2. The Referred cannot be registered on the Assetz Capital platform prior to the referral scheme launch on 1st November 2019, regardless of whether or not they have completed their registration.
    3. The Referred must enter the Referrer's unique referral code at the start of their registration process.
    4. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    5. The Referred investor must deposit and invest at least £1000 into any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the Referred's registration.
    6. The referred investor must not deposit funds onto the platform from the same bank account as the referrer.
  3. Information regarding the bonus:
    1. For each successful Referral, the bonus the Referrer receives will be £75.
    2. Both the Referrer and the Referred will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per individual being referred: the same individual cannot be referred twice. The recipient of the Referrer's bonus is determined by the unique code entered at the start of the referral’s registration process.
    4. The Referrer is not eligible for more than two bonus payments for Referrals living at the same household as the Referrer.
    5. Any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  4. You cannot refer yourself to Assetz Capital by setting up a new account.
  5. Assetz Capital reserve the right to change the terms of the Referral scheme on 1st of every month. The Referrer and Referred are bound to the terms and conditions of the month the referral code is activated.
  6. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process. Qualification status can only be given at the end of the manual verification process therefore any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment are not classified as invested, unless the referred has the 'invest idle funds' function switched on.
  10. In order for the Referrer to track the Referred's progress, the Referred must give consent for Assetz Capital to share this information at the start of their registration, when prompted. If consent is not given no updates can be provided to the Referrer, who will only be notified when they have qualified for their bonus.
  11. Investors must be aged 18 or over.
  12. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  13. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

October 2019

This offer applies to all referrals made after 00:00am on 1st October 2019 using your unique referral code.

  1. The Refer a Friend scheme is open to anyone who has registered and completed their registration with Assetz Capital and invested funds.
  2. For the Referrer to qualify for the promotion, the following conditions must be met:
    1. The Referrer must be registered on the Assetz Capital platform as an 'individual' and not be part of any commercial operation or affiliate programme.
    2. The Referred cannot be registered on the Assetz Capital platform prior to the referral scheme launch on 1st October 2019, regardless of whether or not they have completed their registration.
    3. The Referred must enter the Referrer's unique referral code at the start of their registration process.
    4. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    5. The Referred investor must deposit and invest at least £1000 into any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the Referred's registration.
    6. The referred investor must not deposit funds onto the platform from the same bank account as the referrer.
  3. Information regarding the bonus:
    1. For each successful Referral, the bonus the Referrer receives will be £75.
    2. Both the Referrer and the Referred will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per individual being referred: the same individual cannot be referred twice. The recipient of the Referrer's bonus is determined by the unique code entered at the start of the referral’s registration process.
    4. The Referrer is not eligible for more than two bonus payments for Referrals living at the same household as the Referrer.
    5. Any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  4. You cannot refer yourself to Assetz Capital by setting up a new account.
  5. Assetz Capital reserve the right to change the terms of the Referral scheme on 1st of every month. The Referrer and Referred are bound to the terms and conditions of the month the referral code is activated.
  6. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process. Qualification status can only be given at the end of the manual verification process therefore any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment are not classified as invested, unless the referred has the 'invest idle funds' function switched on.
  10. In order for the Referrer to track the Referred's progress, the Referred must give consent for Assetz Capital to share this information at the start of their registration, when prompted. If consent is not given no updates can be provided to the Referrer, who will only be notified when they have qualified for their bonus.
  11. Investors must be aged 18 or over.
  12. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  13. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

September 2019

This offer applies to all referrals made after 00:00am on 1st September 2019 using your unique referral code.

  1. The Refer a Friend scheme is open to anyone who has registered and completed their registration with Assetz Capital and invested funds.
  2. For the Referrer to qualify for the promotion, the following conditions must be met:
    1. The Referrer must be registered on the Assetz Capital platform as an 'individual' and not be part of any commercial operation or affiliate programme.
    2. The Referred cannot be registered on the Assetz Capital platform prior to the referral scheme launch on 1st September 2019, regardless of whether or not they have completed their registration.
    3. The Referred must enter the Referrer's unique referral code at the start of their registration process.
    4. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    5. The Referred investor must deposit and invest at least £1000 into any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the Referred's registration.
    6. The referred investor must not deposit funds onto the platform from the same bank account as the referrer.
  3. Information regarding the bonus:
    1. For each successful Referral, the bonus the Referrer receives will be £75.
    2. Both the Referrer and the Referred will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per individual being referred: the same individual cannot be referred twice. The recipient of the Referrer's bonus is determined by the unique code entered at the start of the referral’s registration process.
    4. The Referrer is not eligible for more than two bonus payments for Referrals living at the same household as the Referrer.
    5. Any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  4. You cannot refer yourself to Assetz Capital by setting up a new account.
  5. Assetz Capital reserve the right to change the terms of the Referral scheme on 1st of every month. The Referrer and Referred are bound to the terms and conditions of the month the referral code is activated.
  6. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process. Qualification status can only be given at the end of the manual verification process therefore any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment are not classified as invested, unless the referred has the 'invest idle funds' function switched on.
  10. In order for the Referrer to track the Referred's progress, the Referred must give consent for Assetz Capital to share this information at the start of their registration, when prompted. If consent is not given no updates can be provided to the Referrer, who will only be notified when they have qualified for their bonus.
  11. Investors must be aged 18 or over.
  12. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  13. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

August 2019

This offer applies to all referrals made after 00:00am on 1st August 2019 using your unique referral code.

  1. The Refer a Friend scheme is open to anyone who has registered and completed their registration with Assetz Capital and invested funds.
  2. For the Referrer to qualify for the promotion, the following conditions must be met:
    1. The Referrer must be registered on the Assetz Capital platform as an 'individual' and not be part of any commercial operation or affiliate programme.
    2. The Referred cannot be registered on the Assetz Capital platform prior to the referral scheme launch on 1st August 2019, regardless of whether or not they have completed their registration.
    3. The Referred must enter the Referrer's unique referral code at the start of their registration process.
    4. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    5. The Referred investor must start their registration before midnight on 31st August 2019 and invest at least £1,000 into any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the Referred’s registration. Please note that ISA transfers times from your current provider can vary and we cannot include funds ‘in transfer’ that are not lent on the Assetz Capital platform after the 60 day period has elapsed. Any referral codes entered at registration after 31st August 2019, will be bound by the terms and conditions of the month they are used.
    6. The referred investor must not deposit funds onto the platform from the same bank account as the referrer.
  3. Information regarding the bonus:
    1. For each successful Referral, the bonus the Referrer receives will be £100.
    2. Both the Referrer and the Referred will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per individual being referred: the same individual cannot be referred twice. The recipient of the Referrer's bonus is determined by the unique code entered at the start of the referral’s registration process.
    4. The Referrer is not eligible for more than two bonus payments for Referrals living at the same household as the Referrer.
    5. Any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  4. You cannot refer yourself to Assetz Capital by setting up a new account.
  5. Assetz Capital reserve the right to change the terms of the Referral scheme on 1st of every month. The Referrer and Referred are bound to the terms and conditions of the month the referral code is activated.
  6. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process. Qualification status can only be given at the end of the manual verification process therefore any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment are not classified as invested, unless the referred has the 'invest idle funds' function switched on.
  10. In order for the Referrer to track the Referred's progress, the Referred must give consent for Assetz Capital to share this information at the start of their registration, when prompted. If consent is not given no updates can be provided to the Referrer, who will only be notified when they have qualified for their bonus.
  11. Investors must be aged 18 or over.
  12. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  13. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

July 2019

This offer applies to all referrals made after 00:00am on 30th July 2019 using your unique referral code.

  1. The Refer a Friend scheme is open to anyone who has registered and completed their registration with Assetz Capital and invested funds.
  2. For the Referrer to qualify for the promotion, the following conditions must be met:
    1. The Referrer must be registered on the Assetz Capital platform as an 'individual' and not be part of any commercial operation or affiliate programme.
    2. The Referred cannot be registered on the Assetz Capital platform prior to the referral scheme launch on 30th July 2019, regardless of whether or not they have completed their registration.
    3. The Referred must enter the Referrer's unique referral code at the start of their registration process.
    4. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    5. The Referred investor must start their registration before midnight on 31st July 2019 and invest at least £1,000 into any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the Referred’s registration. Please note that ISA transfers times from your current provider can vary and we cannot include funds ‘in transfer’ that are not lent on the Assetz Capital platform after the 60 day period has elapsed. Any referral codes entered at registration after 31st July 2019, will be bound by the terms and conditions of the month they are used.
    6. The referred investor must not deposit funds onto the platform from the same bank account as the referrer.
  3. Information regarding the bonus:
    1. For each successful Referral, the bonus the Referrer receives will be £100.
    2. Both the Referrer and the Referred will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per individual being referred: the same individual cannot be referred twice. The recipient of the Referrer's bonus is determined by the unique code entered at the start of the referral’s registration process.
    4. The Referrer is not eligible for more than two bonus payments for Referrals living at the same household as the Referrer.
    5. Any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  4. You cannot refer yourself to Assetz Capital by setting up a new account.
  5. Assetz Capital reserve the right to change the terms of the Referral scheme on 1st of every month. The Referrer and Referred are bound to the terms and conditions of the month the referral code is activated.
  6. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process. Qualification status can only be given at the end of the manual verification process therefore any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment are not classified as invested, unless the referred has the 'invest idle funds' function switched on.
  10. In order for the Referrer to track the Referred's progress, the Referred must give consent for Assetz Capital to share this information at the start of their registration, when prompted. If consent is not given no updates can be provided to the Referrer, who will only be notified when they have qualified for their bonus.
  11. Investors must be aged 18 or over.
  12. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  13. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

This offer applies to all referrals made after 00:00am on 1st July 2019 using your unique referral code.

  1. The Refer a Friend scheme is open to anyone who has registered and completed their registration with Assetz Capital and invested funds.
  2. For the Referrer to qualify for the promotion, the following conditions must be met:
    1. The Referrer must be registered on the Assetz Capital platform as an 'individual' and not be part of any commercial operation or affiliate programme.
    2. The Referred cannot be registered on the Assetz Capital platform prior to the referral scheme launch on 1st July 2019, regardless of whether or not they have completed their registration.
    3. The Referred must enter the Referrer's unique referral code at the start of their registration process.
    4. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    5. The Referred investor must deposit and invest at least £1000 into any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the Referred's registration.
    6. The referred investor must not deposit funds onto the platform from the same bank account as the referrer.
  3. Information regarding the bonus:
    1. For each successful Referral, the bonus the Referrer receives will be £75.
    2. Both the Referrer and the Referred will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per individual being referred: the same individual cannot be referred twice. The recipient of the Referrer's bonus is determined by the unique code entered at the start of the referral’s registration process.
    4. The Referrer is not eligible for more than two bonus payments for Referrals living at the same household as the Referrer.
    5. Any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  4. You cannot refer yourself to Assetz Capital by setting up a new account.
  5. Assetz Capital reserve the right to change the terms of the Referral scheme on 1st of every month. The Referrer and Referred are bound to the terms and conditions of the month the referral code is activated.
  6. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process. Qualification status can only be given at the end of the manual verification process therefore any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment are not classified as invested, unless the referred has the 'invest idle funds' function switched on.
  10. In order for the Referrer to track the Referred's progress, the Referred must give consent for Assetz Capital to share this information at the start of their registration, when prompted. If consent is not given no updates can be provided to the Referrer, who will only be notified when they have qualified for their bonus.
  11. Investors must be aged 18 or over.
  12. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  13. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

June 2019

This offer applies to all referrals made after 00:00am on 1st June 2019 using your unique referral code.

  1. The Refer a Friend scheme is open to anyone who has registered and completed their registration with Assetz Capital and invested funds.
  2. For the Referrer to qualify for the promotion, the following conditions must be met:
    1. The Referrer must be registered on the Assetz Capital platform as an 'individual' and not be part of any commercial operation or affiliate programme.
    2. The Referred cannot be registered on the Assetz Capital platform prior to the referral scheme launch on 1st June 2019, regardless of whether or not they have completed their registration.
    3. The Referred must enter the Referrer's unique referral code at the start of their registration process.
    4. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    5. The Referred investor must deposit and invest at least £1000 into any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the Referred's registration.
    6. The referred investor must not deposit funds onto the platform from the same bank account as the referrer.
  3. Information regarding the bonus:
    1. For each successful Referral, the bonus the Referrer receives will be £75.
    2. Both the Referrer and the Referred will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per individual being referred: the same individual cannot be referred twice. The recipient of the Referrer's bonus is determined by the unique code entered at the start of the referral’s registration process.
    4. The Referrer is not eligible for more than two bonus payments for Referrals living at the same household as the Referrer.
    5. Any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  4. You cannot refer yourself to Assetz Capital by setting up a new account.
  5. Assetz Capital reserve the right to change the terms of the Referral scheme on 1st of every month. The Referrer and Referred are bound to the terms and conditions of the month the referral code is activated.
  6. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process. Qualification status can only be given at the end of the manual verification process therefore any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment are not classified as invested, unless the referred has the 'invest idle funds' function switched on.
  10. In order for the Referrer to track the Referred's progress, the Referred must give consent for Assetz Capital to share this information at the start of their registration, when prompted. If consent is not given no updates can be provided to the Referrer, who will only be notified when they have qualified for their bonus.
  11. Investors must be aged 18 or over.
  12. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  13. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

May 2019

This offer applies to all referrals made after 00:00am on 1st May 2019 using your unique referral code.

  1. The Refer a Friend scheme is open to anyone who has registered and completed their registration with Assetz Capital and invested funds.
  2. For the Referrer to qualify for the promotion, the following conditions must be met:
    1. The Referrer must be registered on the Assetz Capital platform as an 'individual' and not be part of any commercial operation or affiliate programme.
    2. The Referred cannot be registered on the Assetz Capital platform prior to the referral scheme launch on 1st May 2019, regardless of whether or not they have completed their registration.
    3. The Referred must enter the Referrer's unique referral code at the start of their registration process.
    4. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    5. The Referred investor must deposit and invest at least £1000 into any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the Referred's registration.
    6. The referred investor must not deposit funds onto the platform from the same bank account as the referrer.
  3. Information regarding the bonus:
    1. For each successful Referral, the bonus the Referrer receives will be £75.
    2. Both the Referrer and the Referred will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per individual being referred: the same individual cannot be referred twice. The recipient of the Referrer's bonus is determined by the unique code entered at the start of the referral’s registration process.
    4. The Referrer is not eligible for more than two bonus payments for Referrals living at the same household as the Referrer.
    5. Any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  4. You cannot refer yourself to Assetz Capital by setting up a new account.
  5. Assetz Capital reserve the right to change the terms of the Referral scheme on 1st of every month. The Referrer and Referred are bound to the terms and conditions of the month the referral code is activated.
  6. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process. Qualification status can only be given at the end of the manual verification process therefore any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment are not classified as invested, unless the referred has the 'invest idle funds' function switched on.
  10. In order for the Referrer to track the Referred's progress, the Referred must give consent for Assetz Capital to share this information at the start of their registration, when prompted. If consent is not given no updates can be provided to the Referrer, who will only be notified when they have qualified for their bonus.
  11. Investors must be aged 18 or over.
  12. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  13. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

April 2019

This offer applies to all referrals made after 00:00am on 6th April 2019 using your unique referral code.

  1. The Refer a Friend scheme is open to anyone who has registered and completed their registration with Assetz Capital and invested funds.
  2. For the Referrer to qualify for the promotion, the following conditions must be met:
    1. The Referrer must be registered on the Assetz Capital platform as an 'individual' and not be part of any commercial operation or affiliate programme.
    2. The Referred cannot be registered on the Assetz Capital platform prior to the referral scheme launch on 6th April 2019, regardless of whether or not they have completed their registration.
    3. The Referred must enter the Referrer's unique referral code at the start of their registration process.
    4. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    5. The Referred investor must deposit and invest at least £1000 into any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the Referred's registration.
    6. The referred investor must not deposit funds onto the platform from the same bank account as the referrer.
  3. Information regarding the bonus:
    1. For each successful Referral, the bonus the Referrer receives will be £75.
    2. Both the Referrer and the Referred will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per individual being referred: the same individual cannot be referred twice. The recipient of the Referrer's bonus is determined by the unique code entered at the start of the referral’s registration process.
    4. The Referrer is not eligible for more than two bonus payments for Referrals living at the same household as the Referrer.
    5. Any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  4. You cannot refer yourself to Assetz Capital by setting up a new account.
  5. Assetz Capital reserve the right to change the terms of the Referral scheme on 1st of every month. The Referrer and Referred are bound to the terms and conditions of the month the referral code is activated.
  6. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process. Qualification status can only be given at the end of the manual verification process therefore any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment are not classified as invested, unless the referred has the 'invest idle funds' function switched on.
  10. In order for the Referrer to track the Referred's progress, the Referred must give consent for Assetz Capital to share this information at the start of their registration, when prompted. If consent is not given no updates can be provided to the Referrer, who will only be notified when they have qualified for their bonus.
  11. Investors must be aged 18 or over.
  12. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  13. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

March 2019

This offer applies to all referrals made after 00:00am on 1st March 2019 using your unique referral code.

  1. The Refer a Friend scheme is open to anyone who has registered and completed their registration with Assetz Capital and invested funds.
  2. For the Referrer to qualify for the promotion, the following conditions must be met:
    1. The Referrer must be registered on the Assetz Capital platform as an 'individual' and not be part of any commercial operation or affiliate programme.
    2. The Referred cannot be registered on the Assetz Capital platform prior to the referral scheme launch on 1st March 2019, regardless of whether or not they have completed their registration.
    3. The Referred must enter the Referrer's unique referral code at the start of their registration process.
    4. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    5. The Referred investor must deposit and invest at least £1000 into any of our investment accounts, including ISA wrapped accounts, by 11:59:59pm 7th April 2019.
    6. The referred investor must not deposit funds onto the platform from the same bank account as the referrer.
  3. Information regarding the bonus:
    1. For each successful Referral, the bonus the Referrer receives will be £75.
    2. Both the Referrer and the Referred will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per individual being referred: the same individual cannot be referred twice. The recipient of the Referrer's bonus is determined by the unique code entered at the start of the referral’s registration process.
    4. The Referrer is not eligible for more than two bonus payments for Referrals living at the same household as the Referrer.
    5. Any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  4. You cannot refer yourself to Assetz Capital by setting up a new account.
  5. Assetz Capital reserve the right to change the terms of the Referral scheme on 1st of every month. The Referrer and Referred are bound to the terms and conditions of the month the referral code is activated.
  6. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process. Qualification status can only be given at the end of the manual verification process therefore any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment are not classified as invested, unless the referred has the 'invest idle funds' function switched on.
  10. In order for the Referrer to track the Referred's progress, the Referred must give consent for Assetz Capital to share this information at the start of their registration, when prompted. If consent is not given no updates can be provided to the Referrer, who will only be notified when they have qualified for their bonus.
  11. Investors must be aged 18 or over.
  12. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  13. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

February 2019

This offer applies to all referrals made after 00:00am on 1st February 2019 using your unique referral code.

  1. The Refer a Friend scheme is open to anyone who has registered and completed their registration with Assetz Capital and invested funds.
  2. For the Referrer to qualify for the promotion, the following conditions must be met:
    1. The Referrer must be registered on the Assetz Capital platform as an 'individual' and not be part of any commercial operation or affiliate programme.
    2. The Referred cannot be registered on the Assetz Capital platform prior to the referral scheme launch on 1st February 2019, regardless of whether or not they have completed their registration.
    3. The Referred must enter the Referrer's unique referral code at the start of their registration process.
    4. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    5. The Referred investor must deposit and invest at least £1000 into any of our investment accounts, including ISA wrapped accounts, by 11:59:59pm 7th March 2019.
    6. The referred investor must not deposit funds onto the platform from the same bank account as the referrer.
  3. Information regarding the bonus:
    1. For each successful Referral, the bonus the Referrer receives will be £75.
    2. Both the Referrer and the Referred will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per individual being referred: the same individual cannot be referred twice. The recipient of the Referrer's bonus is determined by the unique code entered at the start of the referral’s registration process.
    4. The Referrer is not eligible for more than two bonus payments for Referrals living at the same household as the Referrer.
    5. Any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  4. You cannot refer yourself to Assetz Capital by setting up a new account.
  5. Assetz Capital reserve the right to change the terms of the Referral scheme on 1st of every month. The Referrer and Referred are bound to the terms and conditions of the month the referral code is activated.
  6. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process. Qualification status can only be given at the end of the manual verification process therefore any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment are not classified as invested, unless the referred has the 'invest idle funds' function switched on.
  10. In order for the Referrer to track the Referred's progress, the Referred must give consent for Assetz Capital to share this information at the start of their registration, when prompted. If consent is not given no updates can be provided to the Referrer, who will only be notified when they have qualified for their bonus.
  11. Investors must be aged 18 or over.
  12. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  13. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

January 2019

This offer applies to all referrals made after 00:00am on 1st January 2019 using your unique referral code.

  1. The Refer a Friend scheme is open to anyone who has registered and completed their registration with Assetz Capital and invested funds.
  2. For the Referrer to qualify for the promotion, the following conditions must be met:
    1. The Referrer must be registered on the Assetz Capital platform as an 'individual' and not be part of any commercial operation or affiliate programme.
    2. The Referred cannot be registered on the Assetz Capital platform prior to the referral scheme launch on 1st January 2019, regardless of whether or not they have completed their registration.
    3. The Referred must enter the Referrer's unique referral code at the start of their registration process.
    4. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    5. The Referred investor must deposit and invest at least £1000 into any of our investment accounts, including ISA wrapped accounts, by 11:59:59pm 7th February 2019.
    6. The referred investor must not deposit funds onto the platform from the same bank account as the referrer.
  3. Information regarding the bonus:
    1. For each successful Referral, the bonus the Referrer receives will be £75.
    2. Both the Referrer and the Referred will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per individual being referred: the same individual cannot be referred twice. The recipient of the Referrer's bonus is determined by the unique code entered at the start of the referral’s registration process.
    4. The Referrer is not eligible for more than two bonus payments for Referrals living at the same household as the Referrer.
    5. Any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  4. You cannot refer yourself to Assetz Capital by setting up a new account.
  5. Assetz Capital reserve the right to change the terms of the Referral scheme on 1st of every month. The Referrer and Referred are bound to the terms and conditions of the month the referral code is activated.
  6. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process. Qualification status can only be given at the end of the manual verification process therefore any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment are not classified as invested, unless the referred has the 'invest idle funds' function switched on.
  10. In order for the Referrer to track the Referred's progress, the Referred must give consent for Assetz Capital to share this information at the start of their registration, when prompted. If consent is not given no updates can be provided to the Referrer, who will only be notified when they have qualified for their bonus.
  11. Investors must be aged 18 or over.
  12. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  13. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

December 2018

This offer applies to all referrals made after 00:00am on 1st December 2018 using your unique referral code.

  1. The Refer a Friend scheme is open to anyone who has registered and completed their registration with Assetz Capital and invested funds.
  2. For the Referrer to qualify for the promotion, the following conditions must be met:
    1. The Referrer must be registered on the Assetz Capital platform as an 'individual' and not be part of any commercial operation or affiliate programme.
    2. The Referred cannot be registered on the Assetz Capital platform prior to the referral scheme launch on 14th September 2018, regardless of whether or not they have completed their registration.
    3. The Referred must enter the Referrer's unique referral code at the start of their registration process.
    4. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    5. The Referred investor must deposit and invest at least £1000 into any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the Referred's registration.
    6. The referred investor must not deposit funds onto the platform from the same bank account as the referrer.
  3. Information regarding the bonus:
    1. For each successful Referral, the bonus the Referrer receives will be £75.
    2. Both the Referrer and the Referred will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per individual being referred: the same individual cannot be referred twice. The recipient of the Referrer's bonus is determined by the unique code entered at the start of the referral’s registration process.
    4. The Referrer is not eligible for more than two bonus payments for Referrals living at the same household as the Referrer.
    5. Any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  4. You cannot refer yourself to Assetz Capital by setting up a new account.
  5. Assetz Capital reserve the right to change the terms of the Referral scheme on 1st of every month. The Referrer and Referred are bound to the terms and conditions of the month the referral code is activated.
  6. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process. Qualification status can only be given at the end of the manual verification process therefore any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment are not classified as invested, unless the referred has the 'invest idle funds' function switched on.
  10. In order for the Referrer to track the Referred's progress, the Referred must give consent for Assetz Capital to share this information at the start of their registration, when prompted. If consent is not given no updates can be provided to the Referrer, who will only be notified when they have qualified for their bonus.
  11. Investors must be aged 18 or over.
  12. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  13. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

November 2018

This offer applies to all referrals made after 00:00am on 1st November 2018 using your unique referral code.

  1. The Refer a Friend scheme is open to anyone who has registered and completed their registration with Assetz Capital and invested funds.
  2. For the Referrer to qualify for the promotion, the following conditions must be met:
    1. The Referrer must be registered on the Assetz Capital platform as an 'individual' and not be part of any commercial operation or affiliate programme.
    2. The Referred cannot be registered on the Assetz Capital platform prior to the referral scheme launch on 14th September 2018, regardless of whether or not they have completed their registration.
    3. The Referred must enter the Referrer's unique referral code at the start of their registration process.
    4. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    5. The Referred investor must deposit and invest at least £1000 into any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the Referred's registration.
    6. The referred investor must not deposit funds onto the platform from the same bank account as the referrer.
  3. Information regarding the bonus:
    1. For each successful Referral, the bonus the Referrer receives will be £75.
    2. Both the Referrer and the Referred will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per individual being referred: the same individual cannot be referred twice. The recipient of the Referrer's bonus is determined by the unique code entered at the start of the referral’s registration process.
    4. The Referrer is not eligible for more than two bonus payments for Referrals living at the same household as the Referrer.
    5. Any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  4. You cannot refer yourself to Assetz Capital by setting up a new account.
  5. Assetz Capital reserve the right to change the terms of the Referral scheme on 1st of every month. The Referrer and Referred are bound to the terms and conditions of the month the referral code is activated.
  6. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process. Qualification status can only be given at the end of the manual verification process therefore any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment are not classified as invested, unless the referred has the 'invest idle funds' function switched on.
  10. In order for the Referrer to track the Referred's progress, the Referred must give consent for Assetz Capital to share this information at the start of their registration, when prompted. If consent is not given no updates can be provided to the Referrer, who will only be notified when they have qualified for their bonus.
  11. Investors must be aged 18 or over.
  12. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  13. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

October 2018

This offer applies to all referrals made after 00:00am on 1st October 2018 using your unique referral code.

  1. The Refer a Friend scheme is open to anyone who has registered and completed their registration with Assetz Capital and invested funds.
  2. For the Referrer to qualify for the promotion, the following conditions must be met:
    1. The Referrer must be registered on the Assetz Capital platform as an 'individual' and not be part of any commercial operation or affiliate programme.
    2. The Referred cannot be registered on the Assetz Capital platform prior to the referral scheme launch on 14th September 2018, regardless of whether or not they have completed their registration.
    3. The Referred must enter the Referrer's unique referral code at the start of their registration process.
    4. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    5. The Referred investor must deposit and invest at least £1000 into any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the Referred's registration.
    6. The referred investor must not deposit funds onto the platform from the same bank account as the referrer.
  3. Information regarding the bonus:
    1. For each successful Referral, the bonus the Referrer receives will be £75.
    2. Both the Referrer and the Referred will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per individual being referred: the same individual cannot be referred twice. The recipient of the Referrer's bonus is determined by the unique code entered at the start of the referral’s registration process.
    4. The Referrer is not eligible for more than two bonus payments for Referrals living at the same household as the Referrer.
    5. Any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  4. You cannot refer yourself to Assetz Capital by setting up a new account.
  5. Assetz Capital reserve the right to change the terms of the Referral scheme on 1st of every month. The Referrer and Referred are bound to the terms and conditions of the month the referral code is activated.
  6. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process. Qualification status can only be given at the end of the manual verification process therefore any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment are not classified as invested, unless the referred has the 'invest idle funds' function switched on.
  10. In order for the Referrer to track the Referred's progress, the Referred must give consent for Assetz Capital to share this information at the start of their registration, when prompted. If consent is not given no updates can be provided to the Referrer, who will only be notified when they have qualified for their bonus.
  11. Investors must be aged 18 or over.
  12. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  13. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

September 2018

This offer applies to all referrals made after 11:00 am on 14th September 2018 using your unique referral code.

  1. The Refer a Friend scheme is open to anyone who has registered and completed their registration with Assetz Capital and invested funds.
  2. For the Referrer to qualify for the promotion, the following conditions must be met:
    1. The Referrer must be registered on the Assetz Capital platform as an 'individual' and not be part of any commercial operation or affiliate programme.
    2. The Referred cannot be registered on the Assetz Capital platform prior to the referral scheme launch on 14th September 2018, regardless of whether or not they have completed their registration.
    3. The Referred must enter the Referrer's unique referral code at the start of their registration process.
    4. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    5. The Referred investor must deposit and invest at least £1000 into any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the Referred's registration.
  3. Information regarding the bonus:
    1. For each successful Referral, the bonus the Referrer receives will be £75.
    2. Both the Referrer and the Referred will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per individual being referred: the same individual cannot be referred twice. The recipient of the Referrer's bonus is determined by the unique code entered at the start of the referral’s registration process.
    4. The Referrer is not eligible for more than two bonus payments for Referrals living at the same household as the Referrer.
    5. Any bonus payable will be credited directly into the recipient's cash account on or before the 14th day of the following month of the date of qualification.
  4. You cannot refer yourself to Assetz Capital by setting up a new account.
  5. Assetz Capital reserve the right to change the terms of the Referral scheme on 1st of every month. The Referrer and Referred are bound to the terms and conditions of the month the referral code is activated.
  6. No alternative or substituted bonus will be given in conjunction with this promotion.
  7. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  8. Funds awaiting investment are not classified as invested, unless the referred has the 'invest idle funds' function switched on.
  9. In order for the Referrer to track the Referred's progress, the Referred must give consent for Assetz Capital to share this information at the start of their registration, when prompted. If consent is not given no updates can be provided to the Referrer, who will only be notified when they have qualified for their bonus.
  10. Investors must be aged 18 or over.
  11. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  12. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

Referred Investor

December 2019

This offer applies to all Referred investors who started their registration after 00:00am on 1st December 2019 using a valid referral code.

  1. The Referral bonus is available to all new investors to the Assetz Capital Platform who have been referred via the Refer a Friend scheme.
  2. To qualify for the bonus, the Referred must ensure the following conditions are met:
    1. The Referred must not have already registered with Assetz Capital, regardless of whether or not they have completed registration.
    2. The Referred must enter the Referrer’s unique referral code at the start of their registration process.
    3. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    4. The Referred investor must start their registration before midnight on 31st December 2019 and invest at least £1,000 into any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the Referred’s registration. Please note that any referral codes entered at registration after 31st December 2019, will be bound by the terms and conditions of the month they are used.
    5. The referred must not deposit funds onto the platform from the same bank account as the referrer.
    6. The referred investor must keep at least £1000 invested in any Assetz Capital investment account (excluding the Cash Account) for a minimum of 12 months from the date of meeting the criteria.
    7. The Referred may move their funds between investment accounts including ISA wrapped accounts during the 12 month qualification period providing the minimum of £1000 remains invested for a minimum of 95% of the time to the nearest whole day.
  3. Information regarding the bonus:
    1. Upon meeting all criteria of the promotion, the bonus received will be £50.
    2. Both the Referrer and the Referred investor will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per registration.
    4. This bonus is not available in conjunction with any other offer for new customers.
    5. Any bonus payable will be will be credited directly into the recipient's cash account on or before the 14th day of the month following the 12 month anniversary of the minimum investment.
  4. The Referred investor must start their registration before midnight
  5. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process.
  6. You cannot refer yourself to Assetz Capital by setting up a new account.
  7. Assetz Capital reserve the right to change the main terms of the Referral scheme on 1st of every month. The Referrer and Referred investor are bound to the terms and conditions of the month the referral code is activated.
  8. No alternative or substituted bonus will be given in conjunction with this promotion.
  9. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  10. Funds awaiting investment or in the cash account are not classified as invested, unless the referred has the ‘invest idle funds’ function switched on.
  11. Investors must be aged 18 or over.
  12. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  13. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

November 2019

This offer applies to all Referred investors who started their registration after 00:00am on 1st November 2019 using a valid referral code.

  1. The Referral bonus is available to all new investors to the Assetz Capital Platform who have been referred via the Refer a Friend scheme.
  2. To qualify for the bonus, the Referred must ensure the following conditions are met:
    1. The Referred must not have already registered with Assetz Capital, regardless of whether or not they have completed registration.
    2. The Referred must enter the Referrer’s unique referral code at the start of their registration process.
    3. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    4. The Referred must deposit and invest at least £1000 via any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the referred investor’s registration.
    5. The referred must not deposit funds onto the platform from the same bank account as the referrer.
    6. The referred investor must keep at least £1000 invested in any Assetz Capital investment account (excluding the Cash Account) for a minimum of 12 months from the date of meeting the criteria.
    7. The Referred may move their funds between investment accounts including ISA wrapped accounts during the 12 month qualification period providing the minimum of £1000 remains invested for a minimum of 95% of the time to the nearest whole day.
  3. Information regarding the bonus:
    1. Upon meeting all criteria of the promotion, the bonus received will be £50.
    2. Both the Referrer and the Referred investor will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per registration.
    4. This bonus is not available in conjunction with any other offer for new customers.
    5. Any bonus payable will be will be credited directly into the recipient's cash account on or before the 14th day of the month following the 12 month anniversary of the minimum investment.
  4. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process.
  5. You cannot refer yourself to Assetz Capital by setting up a new account.
  6. Assetz Capital reserve the right to change the main terms of the Referral scheme on 1st of every month. The Referrer and Referred investor are bound to the terms and conditions of the month the referral code is activated.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment or in the cash account are not classified as invested, unless the referred has the ‘invest idle funds’ function switched on.
  10. Investors must be aged 18 or over.
  11. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  12. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

October 2019

This offer applies to all Referred investors who started their registration after 00:00am on 1st October 2019 using a valid referral code.

  1. The Referral bonus is available to all new investors to the Assetz Capital Platform who have been referred via the Refer a Friend scheme.
  2. To qualify for the bonus, the Referred must ensure the following conditions are met:
    1. The Referred must not have already registered with Assetz Capital, regardless of whether or not they have completed registration.
    2. The Referred must enter the Referrer’s unique referral code at the start of their registration process.
    3. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    4. The Referred must deposit and invest at least £1000 via any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the referred investor’s registration.
    5. The referred must not deposit funds onto the platform from the same bank account as the referrer.
    6. The referred investor must keep at least £1000 invested in any Assetz Capital investment account (excluding the Cash Account) for a minimum of 12 months from the date of meeting the criteria.
    7. The Referred may move their funds between investment accounts including ISA wrapped accounts during the 12 month qualification period providing the minimum of £1000 remains invested for a minimum of 95% of the time to the nearest whole day.
  3. Information regarding the bonus:
    1. Upon meeting all criteria of the promotion, the bonus received will be £50.
    2. Both the Referrer and the Referred investor will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per registration.
    4. This bonus is available in conjunction with the £150 cashback offer for new customers. T&Cs for that offer can be found here.
    5. Any bonus payable will be will be credited directly into the recipient's cash account on or before the 14th day of the month following the 12 month anniversary of the minimum investment.
  4. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process.
  5. You cannot refer yourself to Assetz Capital by setting up a new account.
  6. Assetz Capital reserve the right to change the main terms of the Referral scheme on 1st of every month. The Referrer and Referred investor are bound to the terms and conditions of the month the referral code is activated.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment or in the cash account are not classified as invested, unless the referred has the ‘invest idle funds’ function switched on.
  10. Investors must be aged 18 or over.
  11. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  12. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

September 2019

This offer applies to all Referred investors who started their registration after 00:00am on 1st September 2019 using a valid referral code.

  1. The Referral bonus is available to all new investors to the Assetz Capital Platform who have been referred via the Refer a Friend scheme.
  2. To qualify for the bonus, the Referred must ensure the following conditions are met:
    1. The Referred must not have already registered with Assetz Capital, regardless of whether or not they have completed registration.
    2. The Referred must enter the Referrer’s unique referral code at the start of their registration process.
    3. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    4. The Referred must deposit and invest at least £1000 via any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the referred investor’s registration.
    5. The referred must not deposit funds onto the platform from the same bank account as the referrer.
    6. The referred investor must keep at least £1000 invested in any Assetz Capital investment account (excluding the Cash Account) for a minimum of 12 months from the date of meeting the criteria.
    7. The Referred may move their funds between investment accounts including ISA wrapped accounts during the 12 month qualification period providing the minimum of £1000 remains invested for a minimum of 95% of the time to the nearest whole day.
  3. Information regarding the bonus:
    1. Upon meeting all criteria of the promotion, the bonus received will be £50.
    2. Both the Referrer and the Referred investor will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per registration.
    4. This bonus is not available in conjunction with any other offer for new customers.
    5. Any bonus payable will be will be credited directly into the recipient's cash account on or before the 14th day of the month following the 12 month anniversary of the minimum investment.
  4. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process.
  5. You cannot refer yourself to Assetz Capital by setting up a new account.
  6. Assetz Capital reserve the right to change the main terms of the Referral scheme on 1st of every month. The Referrer and Referred investor are bound to the terms and conditions of the month the referral code is activated.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment or in the cash account are not classified as invested, unless the referred has the ‘invest idle funds’ function switched on.
  10. Investors must be aged 18 or over.
  11. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  12. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

August 2019

This offer applies to all Referred investors who started their registration after 00:00am on 1st August 2019 using a valid referral code.

  1. The Referral bonus is available to all new investors to the Assetz Capital Platform who have been referred via the Refer a Friend scheme.
  2. To qualify for the bonus, the Referred must ensure the following conditions are met:
    1. The Referred must not have already registered with Assetz Capital, regardless of whether or not they have completed registration.
    2. The Referred must enter the Referrer’s unique referral code at the start of their registration process.
    3. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    4. The Referred investor must start their registration before midnight on 31st August 2019 and invest at least £1,000 into any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the Referred’s registration. Please note that ISA transfers times from your current provider can vary and we cannot include funds ‘in transfer’ that are not lent on the Assetz Capital platform after the 60 day period has elapsed. Any referral codes entered at registration after 31st August 2019, will be bound by the terms and conditions of the month they are used.
    5. The referred must not deposit funds onto the platform from the same bank account as the referrer.
    6. The referred investor must keep at least £1000 invested in any Assetz Capital investment account (excluding the Cash Account) for a minimum of 12 months from the date of meeting the criteria.
    7. The Referred may move their funds between investment accounts including ISA wrapped accounts during the 12 month qualification period providing the minimum of £1000 remains invested for a minimum of 95% of the time to the nearest whole day.
  3. Information regarding the bonus:
    1. Upon meeting all criteria of the promotion, the bonus received will be £50.
    2. Both the Referrer and the Referred investor will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per registration.
    4. This bonus is not available in conjunction with any other offer for new customers.
    5. Any bonus payable will be will be credited directly into the recipient's cash account on or before the 14th day of the month following the 12 month anniversary of the minimum investment.
  4. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process.
  5. You cannot refer yourself to Assetz Capital by setting up a new account.
  6. Assetz Capital reserve the right to change the main terms of the Referral scheme on 1st of every month. The Referrer and Referred investor are bound to the terms and conditions of the month the referral code is activated.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment or in the cash account are not classified as invested, unless the referred has the ‘invest idle funds’ function switched on.
  10. Investors must be aged 18 or over.
  11. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  12. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

July 2019

This offer applies to all Referred investors who started their registration after 00:00am on 30th July 2019 using a valid referral code.

  1. The Referral bonus is available to all new investors to the Assetz Capital Platform who have been referred via the Refer a Friend scheme.
  2. To qualify for the bonus, the Referred must ensure the following conditions are met:
    1. The Referred must not have already registered with Assetz Capital, regardless of whether or not they have completed registration.
    2. The Referred must enter the Referrer’s unique referral code at the start of their registration process.
    3. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    4. The Referred investor must start their registration before midnight on 31st July 2019 and invest at least £1,000 into any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the Referred’s registration. Please note that ISA transfers times from your current provider can vary and we cannot include funds ‘in transfer’ that are not lent on the Assetz Capital platform after the 60 day period has elapsed. Any referral codes entered at registration after 31st July 2019, will be bound by the terms and conditions of the month they are used.
    5. The referred must not deposit funds onto the platform from the same bank account as the referrer.
    6. The referred investor must keep at least £1000 invested in any Assetz Capital investment account (excluding the Cash Account) for a minimum of 12 months from the date of meeting the criteria.
    7. The Referred may move their funds between investment accounts including ISA wrapped accounts during the 12 month qualification period providing the minimum of £1000 remains invested for a minimum of 95% of the time to the nearest whole day.
  3. Information regarding the bonus:
    1. Upon meeting all criteria of the promotion, the bonus received will be £50.
    2. Both the Referrer and the Referred investor will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per registration.
    4. This bonus is not available in conjunction with any other offer for new customers.
    5. Any bonus payable will be will be credited directly into the recipient's cash account on or before the 14th day of the month following the 12 month anniversary of the minimum investment.
  4. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process.
  5. You cannot refer yourself to Assetz Capital by setting up a new account.
  6. Assetz Capital reserve the right to change the main terms of the Referral scheme on 1st of every month. The Referrer and Referred investor are bound to the terms and conditions of the month the referral code is activated.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment or in the cash account are not classified as invested, unless the referred has the ‘invest idle funds’ function switched on.
  10. Investors must be aged 18 or over.
  11. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  12. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

This offer applies to all Referred investors who started their registration after 00:00am on 1st July 2019 using a valid referral code.

  1. The Referral bonus is available to all new investors to the Assetz Capital Platform who have been referred via the Refer a Friend scheme.
  2. To qualify for the bonus, the Referred must ensure the following conditions are met:
    1. The Referred must not have already registered with Assetz Capital, regardless of whether or not they have completed registration.
    2. The Referred must enter the Referrer’s unique referral code at the start of their registration process.
    3. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    4. The Referred must deposit and invest at least £1000 via any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the referred investor’s registration.
    5. The referred must not deposit funds onto the platform from the same bank account as the referrer.
    6. The referred investor must keep at least £1000 invested in any Assetz Capital investment account (excluding the Cash Account) for a minimum of 12 months from the date of meeting the criteria.
    7. The Referred may move their funds between investment accounts including ISA wrapped accounts during the 12 month qualification period providing the minimum of £1000 remains invested for a minimum of 95% of the time to the nearest whole day.
  3. Information regarding the bonus:
    1. Upon meeting all criteria of the promotion, the bonus received will be £50.
    2. Both the Referrer and the Referred investor will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per registration.
    4. This bonus is not available in conjunction with any other offer for new customers.
    5. Any bonus payable will be will be credited directly into the recipient's cash account on or before the 14th day of the month following the 12 month anniversary of the minimum investment.
  4. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process.
  5. You cannot refer yourself to Assetz Capital by setting up a new account.
  6. Assetz Capital reserve the right to change the main terms of the Referral scheme on 1st of every month. The Referrer and Referred investor are bound to the terms and conditions of the month the referral code is activated.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment or in the cash account are not classified as invested, unless the referred has the ‘invest idle funds’ function switched on.
  10. Investors must be aged 18 or over.
  11. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  12. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

June 2019

This offer applies to all Referred investors who started their registration after 00:00am on 1st June 2019 using a valid referral code.

  1. The Referral bonus is available to all new investors to the Assetz Capital Platform who have been referred via the Refer a Friend scheme.
  2. To qualify for the bonus, the Referred must ensure the following conditions are met:
    1. The Referred must not have already registered with Assetz Capital, regardless of whether or not they have completed registration.
    2. The Referred must enter the Referrer’s unique referral code at the start of their registration process.
    3. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    4. The Referred must deposit and invest at least £1000 via any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the referred investor’s registration.
    5. The referred must not deposit funds onto the platform from the same bank account as the referrer.
    6. The referred investor must keep at least £1000 invested in any Assetz Capital investment account (excluding the Cash Account) for a minimum of 12 months from the date of meeting the criteria.
    7. The Referred may move their funds between investment accounts including ISA wrapped accounts during the 12 month qualification period providing the minimum of £1000 remains invested for a minimum of 95% of the time to the nearest whole day.
  3. Information regarding the bonus:
    1. Upon meeting all criteria of the promotion, the bonus received will be £50.
    2. Both the Referrer and the Referred investor will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per registration.
    4. This bonus is not available in conjunction with any other offer for new customers.
    5. Any bonus payable will be will be credited directly into the recipient's cash account on or before the 14th day of the month following the 12 month anniversary of the minimum investment.
  4. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process.
  5. You cannot refer yourself to Assetz Capital by setting up a new account.
  6. Assetz Capital reserve the right to change the main terms of the Referral scheme on 1st of every month. The Referrer and Referred investor are bound to the terms and conditions of the month the referral code is activated.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment or in the cash account are not classified as invested, unless the referred has the ‘invest idle funds’ function switched on.
  10. Investors must be aged 18 or over.
  11. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  12. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

May 2019

This offer applies to all Referred investors who started their registration after 00:00am on 1st May 2019 using a valid referral code.

  1. The Referral bonus is available to all new investors to the Assetz Capital Platform who have been referred via the Refer a Friend scheme.
  2. To qualify for the bonus, the Referred must ensure the following conditions are met:
    1. The Referred must not have already registered with Assetz Capital, regardless of whether or not they have completed registration.
    2. The Referred must enter the Referrer’s unique referral code at the start of their registration process.
    3. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    4. The Referred must deposit and invest at least £1000 via any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the referred investor’s registration.
    5. The referred must not deposit funds onto the platform from the same bank account as the referrer.
    6. The referred investor must keep at least £1000 invested in any Assetz Capital investment account (excluding the Cash Account) for a minimum of 12 months from the date of meeting the criteria.
    7. The Referred may move their funds between investment accounts including ISA wrapped accounts during the 12 month qualification period providing the minimum of £1000 remains invested for a minimum of 95% of the time to the nearest whole day.
  3. Information regarding the bonus:
    1. Upon meeting all criteria of the promotion, the bonus received will be £50.
    2. Both the Referrer and the Referred investor will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per registration.
    4. This bonus is not available in conjunction with any other offer for new customers.
    5. Any bonus payable will be will be credited directly into the recipient's cash account on or before the 14th day of the month following the 12 month anniversary of the minimum investment.
  4. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process.
  5. You cannot refer yourself to Assetz Capital by setting up a new account.
  6. Assetz Capital reserve the right to change the main terms of the Referral scheme on 1st of every month. The Referrer and Referred investor are bound to the terms and conditions of the month the referral code is activated.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment or in the cash account are not classified as invested, unless the referred has the ‘invest idle funds’ function switched on.
  10. Investors must be aged 18 or over.
  11. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  12. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

April 2019

This offer applies to all Referred investors who started their registration after 00:00am on 6th April 2019 using a valid referral code.

  1. The Referral bonus is available to all new investors to the Assetz Capital Platform who have been referred via the Refer a Friend scheme.
  2. To qualify for the bonus, the Referred must ensure the following conditions are met:
    1. The Referred must not have already registered with Assetz Capital, regardless of whether or not they have completed registration.
    2. The Referred must enter the Referrer’s unique referral code at the start of their registration process.
    3. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    4. The Referred must deposit and invest at least £1000 via any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the referred investor’s registration.
    5. The referred must not deposit funds onto the platform from the same bank account as the referrer.
    6. The referred investor must keep at least £1000 invested in any Assetz Capital investment account (excluding the Cash Account) for a minimum of 12 months from the date of meeting the criteria.
    7. The Referred may move their funds between investment accounts including ISA wrapped accounts during the 12 month qualification period providing the minimum of £1000 remains invested for a minimum of 95% of the time to the nearest whole day.
  3. Information regarding the bonus:
    1. Upon meeting all criteria of the promotion, the bonus received will be £50.
    2. Both the Referrer and the Referred investor will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per registration.
    4. This bonus is not available in conjunction with any other offer for new customers.
    5. Any bonus payable will be will be credited directly into the recipient's cash account on or before the 14th day of the month following the 12 month anniversary of the minimum investment.
  4. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process.
  5. You cannot refer yourself to Assetz Capital by setting up a new account.
  6. Assetz Capital reserve the right to change the main terms of the Referral scheme on 1st of every month. The Referrer and Referred investor are bound to the terms and conditions of the month the referral code is activated.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment or in the cash account are not classified as invested, unless the referred has the ‘invest idle funds’ function switched on.
  10. Investors must be aged 18 or over.
  11. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  12. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

March 2019

This offer applies to all Referred investors who started their registration after 00:00am on 1st March 2019 using a valid referral code.

Earn up to £350 Cashback when you invest through Assetz Capital

Invest in any of our standard or ISA wrapped investment accounts and you could:

Earn £50 cashback when you invest between £1,000 - £4,999.99

Earn £100 cashback when you invest between £5,000 - £9,999.99

Earn £150 cashback when you invest between £10,000 - £19,999.99

Earn £250 cashback when you invest between £20,000 or more

Plus earn an extra £100 on your cashback when you set up your 2019/20 Innovative Finance ISA and invest an addtional £1,000 or more of new money on the Assetz Capital platform.

  1. The Referral bonus is available to all new investors to the Assetz Capital Platform who have been referred via the Refer a Friend scheme.
  2. To qualify for the bonus, the Referred must ensure the following conditions are met:
    1. The Referred must not have already registered with Assetz Capital, regardless of whether or not they have completed registration.
    2. The Referred must enter the Referrer’s unique referral code at the start of their registration process.
    3. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    4. The Referred must deposit and invest at least £1000 via any of our investment accounts, including ISA wrapped accounts, by 11:59:59pm 7th April 2019. Funds in the Cash Account or awaiting investment that don’t have ‘invest idle funds’ activated do not qualify for this promotion (see section 6). For the avoidance of doubt, all funds in the Access Accounts qualify, whether directly invested or ‘swept’ using the ‘invest idle funds’ feature.
    5. The Referred must not deposit funds onto the platform from the same bank account as the Referrer
    6. The Referred must keep at least £1,000 invested for a minimum of 12 months from the date of meeting the criteria to benefit from this cashback promotion.
    7. The Referred may move their funds between investment accounts including ISA wrapped accounts during the 12 month qualification period providing the minimum of £1,000 remains invested, however they must not remain uninvested for any more than a total of two days throughout the minimum investment period.
    8. All ISA wrapped investment accounts qualify for the £100 ISA boost, which includes the Quick Access, 30 Day Access, Property Secured, Great British Business and Manual lending accounts.
    9. The Referred must keep at least the additional minimum of £1,000 invested in their 2019/20 Assetz Capital ISA for the remainder of the initial minimum investment period of 12 months to receive the £100 ISA boost on their cashback.
    10. To qualify for the ISA cashback, the additional minimum investment must be new funds onto the Assetz Capital platform in addition to the original investment. A snapshot of your investment balance will be taken at 11:59:59pm on 7th April 2019 and your total investment balance must remain at least £1000 higher than the snapshot figure throughout the minimum investment period to receive the £100 cashback boost.
  3. Information regarding the bonus:
    1. The maximum amount of cashback received will be based on the total amount invested when the promotion closes to new investment on 11.59:59pm on 7th April 2019. Should your investment balance fall, the lowest amount will become your new eligible balance for the cashback offer and you will be paid the respective cash back amount or you will no longer be eligible for a cashback payment.
    2. All cashback payments including the £100 ISA boost will be credited directly into your cash account on or before the 14th day of the month following the initial 12 month anniversary of the minimum investment.
    3. This payment is not available in conjunction with any other offer.
  4. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the Referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The Referrer and the Referred investor will be notified within 10 business days of the outcome of the manual verification process.
  5. You cannot refer yourself to Assetz Capital by setting up a new account.
  6. Remember that you can invest your idle funds and benefit from this promotion: If investors activate the 'invest idle funds' feature on the dashboard in the Quick Access Account section, all swept funds are classified as lent funds and are eligible for the cashback promotion.
  7. Assetz Capital reserve the right to change the main terms of the Referral scheme on 1st of every month. The Referrer and Referred investor are bound to the terms and conditions of the month the referral code is activated.
  8. No alternative or substituted bonus will be given in conjunction with this promotion.
  9. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  10. Funds awaiting investment or in the cash account are not classified as invested, unless the referred has the ‘invest idle funds’ function switched on.
  11. Investors must be aged 18 or over.
  12. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  13. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

February 2019

This offer applies to all Referred investors who started their registration after 00:00am on 1st February 2019 using a valid referral code.

Earn up to £350 Cashback when you invest through Assetz Capital

Invest in any of our standard or ISA wrapped investment accounts and you could:

Earn £50 cashback when you invest between £1,000 - £4,999.99

Earn £100 cashback when you invest between £5,000 - £9,999.99

Earn £150 cashback when you invest between £10,000 - £19,999.99

Earn £250 cashback when you invest between £20,000 or more

Plus earn an extra £100 on your cashback when you set up your 2019/20 Innovative Finance ISA and invest an addtional £1,000 or more of new money on the Assetz Capital platform.

  1. The Referral bonus is available to all new investors to the Assetz Capital Platform who have been referred via the Refer a Friend scheme.
  2. To qualify for the bonus, the Referred must ensure the following conditions are met:
    1. The Referred must not have already registered with Assetz Capital, regardless of whether or not they have completed registration.
    2. The Referred must enter the Referrer’s unique referral code at the start of their registration process.
    3. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    4. The Referred must deposit and invest at least £1000 via any of our investment accounts, including ISA wrapped accounts, by 11:59:59pm 7th March 2019. Funds in the Cash Account or awaiting investment that don’t have ‘invest idle funds’ activated do not qualify for this promotion (see section 6). For the avoidance of doubt, all funds in the Access Accounts qualify, whether directly invested or ‘swept’ using the ‘invest idle funds’ feature.
    5. The Referred must not deposit funds onto the platform from the same bank account as the Referrer
    6. The Referred must keep at least £1,000 invested for a minimum of 12 months from the date of meeting the criteria to benefit from this cashback promotion.
    7. The Referred may move their funds between investment accounts including ISA wrapped accounts during the 12 month qualification period providing the minimum of £1,000 remains invested, however they must not remain uninvested for any more than a total of two days throughout the minimum investment period.
    8. All ISA wrapped investment accounts qualify for the £100 ISA boost, which includes the Quick Access, 30 Day Access, Property Secured, Great British Business and Manual lending accounts.
    9. The Referred must keep at least the additional minimum of £1,000 invested in their 2019/20 Assetz Capital ISA for the remainder of the initial minimum investment period of 12 months to receive the £100 ISA boost on their cashback.
    10. To qualify for the ISA cashback, the additional minimum investment must be new funds onto the Assetz Capital platform in addition to the original investment. A snapshot of your investment balance will be taken at 11:59:59pm on 7th March 2019 and your total investment balance must remain at least £1000 higher than the snapshot figure throughout the minimum investment period to receive the £100 cashback boost.
  3. Information regarding the bonus:
    1. The maximum amount of cashback received will be based on the total amount invested when the promotion closes to new investment on 11.59:59pm on 7th March 2019. Should your investment balance fall, the lowest amount will become your new eligible balance for the cashback offer and you will be paid the respective cash back amount or you will no longer be eligible for a cashback payment.
    2. All cashback payments including the £100 ISA boost will be credited directly into your cash account on or before the 14th day of the month following the initial 12 month anniversary of the minimum investment.
    3. This payment is not available in conjunction with any other offer.
  4. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the Referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The Referrer and the Referred investor will be notified within 10 business days of the outcome of the manual verification process.
  5. You cannot refer yourself to Assetz Capital by setting up a new account.
  6. Remember that you can invest your idle funds and benefit from this promotion: If investors activate the 'invest idle funds' feature on the dashboard in the Quick Access Account section, all swept funds are classified as lent funds and are eligible for the cashback promotion.
  7. Assetz Capital reserve the right to change the main terms of the Referral scheme on 1st of every month. The Referrer and Referred investor are bound to the terms and conditions of the month the referral code is activated.
  8. No alternative or substituted bonus will be given in conjunction with this promotion.
  9. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  10. Funds awaiting investment or in the cash account are not classified as invested, unless the referred has the ‘invest idle funds’ function switched on.
  11. Investors must be aged 18 or over.
  12. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  13. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

January 2019

This offer applies to all Referred investors who started their registration after 00:00am on 1st January 2019 using a valid referral code.

Earn up to £350 Cashback when you invest through Assetz Capital

Invest in any of our standard or ISA wrapped investment accounts and you could:

Earn £50 cashback when you invest between £1,000 - £4,999.99

Earn £100 cashback when you invest between £5,000 - £9,999.99

Earn £150 cashback when you invest between £10,000 - £19,999.99

Earn £250 cashback when you invest between £20,000 or more

Plus earn an extra £100 on your cashback when you set up your 2019/20 Innovative Finance ISA and invest an addtional £1,000 or more of new money on the Assetz Capital platform.

  1. The Referral bonus is available to all new investors to the Assetz Capital Platform who have been referred via the Refer a Friend scheme.
  2. To qualify for the bonus, the Referred must ensure the following conditions are met:
    1. The Referred must not have already registered with Assetz Capital, regardless of whether or not they have completed registration.
    2. The Referred must enter the Referrer’s unique referral code at the start of their registration process.
    3. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    4. The Referred must deposit and invest at least £1000 via any of our investment accounts, including ISA wrapped accounts, by 11:59:59pm 7th February 2019. Funds in the Cash Account or awaiting investment that don’t have ‘invest idle funds’ activated do not qualify for this promotion (see section 6). For the avoidance of doubt, all funds in the Access Accounts qualify, whether directly invested or ‘swept’ using the ‘invest idle funds’ feature.
    5. The Referred must not deposit funds onto the platform from the same bank account as the Referrer
    6. The Referred must keep at least £1,000 invested for a minimum of 12 months from the date of meeting the criteria to benefit from this cashback promotion.
    7. The Referred may move their funds between investment accounts including ISA wrapped accounts during the 12 month qualification period providing the minimum of £1,000 remains invested, however they must not remain uninvested for any more than a total of two days throughout the minimum investment period.
    8. All ISA wrapped investment accounts qualify for the £100 ISA boost, which includes the Quick Access, 30 Day Access, Property Secured, Great British Business and Manual lending accounts.
    9. The Referred must keep at least the additional minimum of £1,000 invested in their 2019/20 Assetz Capital ISA for the remainder of the initial minimum investment period of 12 months to receive the £100 ISA boost on their cashback.
    10. To qualify for the ISA cashback, the additional minimum investment must be new funds onto the Assetz Capital platform in addition to the original investment. A snapshot of your investment balance will be taken at 11:59:59pm on 7th February 2019 and your total investment balance must remain at least £1000 higher than the snapshot figure throughout the minimum investment period to receive the £100 cashback boost.
  3. Information regarding the bonus:
    1. The maximum amount of cashback received will be based on the total amount invested when the promotion closes to new investment on 11.59:59pm on 7th February 2019. Should your investment balance fall, the lowest amount will become your new eligible balance for the cashback offer and you will be paid the respective cash back amount or you will no longer be eligible for a cashback payment.
    2. All cashback payments including the £100 ISA boost will be credited directly into your cash account on or before the 14th day of the month following the initial 12 month anniversary of the minimum investment.
    3. This payment is not available in conjunction with any other offer.
  4. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the Referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The Referrer and the Referred investor will be notified within 10 business days of the outcome of the manual verification process.
  5. You cannot refer yourself to Assetz Capital by setting up a new account.
  6. Remember that you can invest your idle funds and benefit from this promotion: If investors activate the 'invest idle funds' feature on the dashboard in the Quick Access Account section, all swept funds are classified as lent funds and are eligible for the cashback promotion.
  7. Assetz Capital reserve the right to change the main terms of the Referral scheme on 1st of every month. The Referrer and Referred investor are bound to the terms and conditions of the month the referral code is activated.
  8. No alternative or substituted bonus will be given in conjunction with this promotion.
  9. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  10. Funds awaiting investment or in the cash account are not classified as invested, unless the referred has the ‘invest idle funds’ function switched on.
  11. Investors must be aged 18 or over.
  12. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  13. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

December 2018

This offer applies to all Referred investors who started their registration after 00:00am on 1st December 2018 using a valid referral code.

  1. The Referral bonus is available to all new investors to the Assetz Capital Platform who have been referred via the Refer a Friend scheme.
  2. To qualify for the bonus, the Referred must ensure the following conditions are met:
    1. The Referred must not have already registered with Assetz Capital, regardless of whether or not they have completed registration.
    2. The Referred must enter the Referrer’s unique referral code at the start of their registration process.
    3. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    4. The Referred must deposit and invest at least £1000 via any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the referred investor’s registration.
    5. The referred must not deposit funds onto the platform from the same bank account as the referrer.
    6. The referred investor must keep at least £1000 invested in any Assetz Capital investment account (excluding the Cash Account) for a minimum of 12 months from the date of meeting the criteria.
    7. The Referred may move their funds between investment accounts including ISA wrapped accounts during the 12 month qualification period providing the minimum of £1000 remains invested for a minimum of 95% of the time to the nearest whole day.
  3. Information regarding the bonus:
    1. Upon meeting all criteria of the promotion, the bonus received will be £50.
    2. Both the Referrer and the Referred investor will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per registration.
    4. This bonus is not available in conjunction with any other offer for new customers.
    5. Any bonus payable will be will be credited directly into the recipient's cash account on or before the 14th day of the month following the 12 month anniversary of the minimum investment.
  4. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process.
  5. You cannot refer yourself to Assetz Capital by setting up a new account.
  6. Assetz Capital reserve the right to change the main terms of the Referral scheme on 1st of every month. The Referrer and Referred investor are bound to the terms and conditions of the month the referral code is activated.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment or in the cash account are not classified as invested, unless the referred has the ‘invest idle funds’ function switched on.
  10. Investors must be aged 18 or over.
  11. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  12. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

November 2018

This offer applies to all Referred investors who started their registration after 00:00am on 1st November 2018 using a valid referral code.

  1. The Referral bonus is available to all new investors to the Assetz Capital Platform who have been referred via the Refer a Friend scheme.
  2. To qualify for the bonus, the Referred must ensure the following conditions are met:
    1. The Referred must not have already registered with Assetz Capital, regardless of whether or not they have completed registration.
    2. The Referred must enter the Referrer’s unique referral code at the start of their registration process.
    3. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    4. The Referred must deposit and invest at least £1000 via any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the referred investor’s registration.
    5. The referred must not deposit funds onto the platform from the same bank account as the referrer.
    6. The referred investor must keep at least £1000 invested in any Assetz Capital investment account (excluding the Cash Account) for a minimum of 12 months from the date of meeting the criteria.
    7. The Referred may move their funds between investment accounts including ISA wrapped accounts during the 12 month qualification period providing the minimum of £1000 remains invested for a minimum of 95% of the time to the nearest whole day.
  3. Information regarding the bonus:
    1. Upon meeting all criteria of the promotion, the bonus received will be £50.
    2. Both the Referrer and the Referred investor will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per registration.
    4. This bonus is not available in conjunction with any other offer for new customers.
    5. Any bonus payable will be will be credited directly into the recipient's cash account on or before the 14th day of the month following the 12 month anniversary of the minimum investment.
  4. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process.
  5. You cannot refer yourself to Assetz Capital by setting up a new account.
  6. Assetz Capital reserve the right to change the main terms of the Referral scheme on 1st of every month. The Referrer and Referred investor are bound to the terms and conditions of the month the referral code is activated.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment or in the cash account are not classified as invested, unless the referred has the ‘invest idle funds’ function switched on.
  10. Investors must be aged 18 or over.
  11. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  12. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

October 2018

This offer applies to all Referred investors who started their registration after 00:00am on 1st October 2018 using a valid referral code.

  1. The Referral bonus is available to all new investors to the Assetz Capital Platform who have been referred via the Refer a Friend scheme.
  2. To qualify for the bonus, the Referred must ensure the following conditions are met:
    1. The Referred must not have already registered with Assetz Capital, regardless of whether or not they have completed registration.
    2. The Referred must enter the Referrer’s unique referral code at the start of their registration process.
    3. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    4. The Referred must deposit and invest at least £1000 via any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the referred investor’s registration.
    5. The referred must not deposit funds onto the platform from the same bank account as the referrer.
    6. The referred investor must keep at least £1000 invested in any Assetz Capital investment account (excluding the Cash Account) for a minimum of 12 months from the date of meeting the criteria.
    7. The Referred may move their funds between investment accounts including ISA wrapped accounts during the 12 month qualification period providing the minimum of £1000 remains invested for a minimum of 95% of the time to the nearest whole day.
  3. Information regarding the bonus:
    1. Upon meeting all criteria of the promotion, the bonus received will be £50.
    2. Both the Referrer and the Referred investor will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per registration.
    4. This bonus is not available in conjunction with any other offer for new customers.
    5. Any bonus payable will be will be credited directly into the recipient's cash account on or before the 14th day of the month following the 12 month anniversary of the minimum investment.
  4. Assetz Capital carry out automatic verification checks to ascertain the uniqueness of the referred investor and their eligibility for this scheme. In circumstances where the referred investor cannot be automatically verified, it will be flagged to our Investor Support Team for manual verification. The referrer and the referred investor will be notified within 10 business days of the outcome of the manual verification process.
  5. You cannot refer yourself to Assetz Capital by setting up a new account.
  6. Assetz Capital reserve the right to change the main terms of the Referral scheme on 1st of every month. The Referrer and Referred investor are bound to the terms and conditions of the month the referral code is activated.
  7. No alternative or substituted bonus will be given in conjunction with this promotion.
  8. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  9. Funds awaiting investment or in the cash account are not classified as invested, unless the referred has the ‘invest idle funds’ function switched on.
  10. Investors must be aged 18 or over.
  11. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  12. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.

September 2018

This offer applies to all Referred investors who started their registration after 11:00am on 14th September 2018 using a valid referral code.

  1. The Referral bonus is available to all new investors to the Assetz Capital Platform who have been referred via the Refer a Friend scheme.
  2. To qualify for the bonus, the Referred must ensure the following conditions are met:
    1. The Referred must not have already registered with Assetz Capital, regardless of whether or not they have completed registration.
    2. The Referred must enter the Referrer’s unique referral code at the start of their registration process.
    3. The Referred must complete their registration and have been verified by the ID Check System used by Assetz Capital.
    4. The Referred must deposit and invest at least £1000 via any of our investment accounts, including ISA wrapped accounts, within 60 days from the referral code being accepted at the start of the referred investor’s registration.
    5. The referred investor must keep at least £1000 invested in any Assetz Capital investment account (excluding the Cash Account) for a minimum of 12 months from the date of meeting the criteria.
    6. The Referred may move their funds between investment accounts including ISA wrapped accounts during the 12 month qualification period providing the minimum of £1000 remains invested for a minimum of 95% of the time to the nearest whole day.
  3. Information regarding the bonus:
    1. Upon meeting all criteria of the promotion, the bonus received will be £50.
    2. Both the Referrer and the Referred investor will each receive a bonus when each has met their individual criteria.
    3. Only one bonus is available per registration.
    4. This bonus is not available in conjunction with any other offer for new customers.
    5. Any bonus payable will be will be credited directly into the recipient's cash account on or before the 14th day of the month following the 12 month anniversary of the minimum investment.
  4. You cannot refer yourself to Assetz Capital by setting up a new account.
  5. Assetz Capital reserve the right to change the main terms of the Referral scheme on 1st of every month. The Referrer and Referred investor are bound to the terms and conditions of the month the referral code is activated.
  6. No alternative or substituted bonus will be given in conjunction with this promotion.
  7. Whilst Assetz Capital makes every effort to ensure funds are invested as quickly as possible we cannot guarantee that funds will be invested within the qualification period.
  8. Funds awaiting investment or in the cash account are not classified as invested, unless the referred has the ‘invest idle funds’ function switched on.
  9. Investors must be aged 18 or over.
  10. By participating in this promotion, investors agree to be bound by these promotion-specific Terms and Conditions, which are in conjunction with Assetz Capital's full Terms and Conditions.
  11. Participants, whether individually or in a group, will be found to be in breach of these promotion-specific terms and conditions if Assetz Capital, at its sole discretion, has a reason to believe that the promotion has been abused or manipulated, or that irregular, fraudulent, collusive or illegal activity has occurred.