Charles Stanley Direct is offering new clients up to £1,500 cashback at the moment when they transfer cash and/or investments held with another provider to Charles Stanley Direct Online Investing platform. The amount of cashback investors could earn increases alongside the value of the transfer and applies to Stocks & Shares ISAs, Junior ISAs, Self-Invested Personal Pensions and General Investment Accounts.
The cash payable by us under the offer will be determined in accordance with the tiers set out in the table, based upon the amount of any cash and the value of any investments when received by us into our custody (the ‘transfer-in value’).
Cashback payable
| Transfer-in value | Cashback payable |
|---|---|
| Less than £20,000 | Not eligible for cashback |
| £20,000 – £49,999 | £300 |
| £50,000 – £99,999 | £600 |
| £100,000 – £199,999 | £1,000 |
| £200,000 or more | £1,500 plus six-month fee waiver |
To be eligible for up to £1,500 cashback, investors will need to transfer cash and/or investments from another provider to a General Investment Account, ISA, Junior ISA or SIPP with Charles Stanley Direct Online Investing between 1st July 2024 and 31st December 2024 (subject to the terms and conditions).
Send us a Secure Message through the website or app entitled “Cashback” to claim the offer at the time you request the transfer.
In addition to cashback, Charles Stanley Direct are offering up to £1,000 for clients that refer a friend or family member to Online Investing, with the friend or family member receiving up to £1,500 (depending upon the amount transferred in and so long as the account opened is worth at least £20,000).
Why choose Charles Stanley Direct
With competitive charges, access to over 12,500 UK & International Shares, Funds, ETFs and Investment Trusts and one of the few “Flexible” ISAs available in the market, Charles Stanley Direct allows investors to take control of their investments through its secure platform and app.
