Social 3 months no fees offer terms and conditions

3 months no fees offer - Terms & Conditions

Privacy policy

  1. This offer is applicable to new customers who invest between midnight on Friday 25th December 2015 and midnight on Sunday 31st January 2016 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. ISA transfer and pension forms must be returned to Nutmeg by Sunday 31st January 2016 to be eligible for this offer.  

  5. In order to validate this offer, the new customer must click through from the promotional email they receive which contains the unique tracking code allowing Nutmeg to identify the user.

  6. The customer will receive a promotional rate of 0% management fees during the first 3 months of their service. After which, the standard Nutmeg management fees will be applied. Please see our fees for further information.

  7. The promotional fee rate will continue to 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.

    • Should you wish to open a pension, there is a minimum investment of £5000 specifically for this product.
  8. If the options in point 7 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.

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

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

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

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

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