3 months no portfolio fees offer - Terms & Conditions

Privacy policy

  1. This offer is applicable to new customers opening an ISA only.

  2. New customers are defined as those who have not previously invested with Nutmeg

  3. This offer cannot be used in conjunction with any other promotional offer.

  4. The customer will receive a promotional rate of 0% management fees during the first 3 months of their service. The fee will be applied within one month of becoming a Nutmeg investor. After the 3 months the standard Nutmeg management fees will be applied. Please see our fees for further information.

  5. The promotional fee rate will be applied so long as one of the following options has been fulfilled:

    • A minimum initial investment of £500 per fund and subsequent minimum monthly deposits of £100 are made or,

    • An initial investment of over £5000 per fund has been made.
  6. If the options in point 5 are not fulfilled, Nutmeg standard management fees will be applied to the account at the point that the criteria of the offer are no longer met.

  7. Nutmeg reserves the right to amend, withdraw or restrict this promotion at any time without notice.

  8. Nutmeg is the sole arbiter of these rules and any other issue arising under this promotion.

  9. If gaming of the system is found, Nutmeg reserves the right to remove all promotions from the customer’s account.

  10. An invitation to participate in this offer does not provide assurance that you will be accepted as a customer of Nutmeg.

  11. Our standard terms relating to your use of Nutmeg and your account apply and are not affected in any way by this offer.