Refer a friend and earn yourselves £100 each
We’re always keen to welcome new investors to Bestinvest, and as an existing client you might just be able to help us do that.
There’s something in it for you too – and for your friend.
If you introduce someone to Bestinvest and they add £5,000 to a SIPP or ISA account and invest it in shares or funds, you can both claim £100 from Bestinvest (T&Cs apply).
Great, how does it work?
You can refer up to five people a month. For each friend you recommend, we’ll give you and the friend a £100 reward. Here are the simple steps below:
- You recommend a friend using the form below: It can be anyone you like, as long as they’re new to Bestinvest.
- They transfer in or open an account, add £5,000 or more and invest it: It can be an ISA or SIPP, and the £5,000 must be funded or transferred in within 120 days.
- They claim the £100 reward for you both: Once your friend has funded their new ISA or SIPP, they can email us at offers@bestinvest.co.uk or call and request the reward for you both.
- We pay you: Once your friend has been invested for at least 120 days, we’ll pay you both your £100 cash reward.
You’ll find the full terms and conditions of this offer here – please read them first! Ready to refer? For more Bestinvest promotions, see here.
Why recommend us?
£100 for you and your friend is just one reason to recommend us. Here are some others:
Free investment coaching
with qualified financial planners
Rated ‘Excellent’ on Trustpilot:
Hundreds of our clients have praised our award-winning service. As well as our website and app, we have a team of experts available to help
Great value for money:
No more than 0.2% fees on our Ready-made Portfolios and US shares. Share-dealing is only £4.95 - one of the lowest dealing fees of all the major investment platforms
Advanced goal planning and expert insights:
Plan for the future with our smart planning tools, and make informed investment decisions with regular articles, fund information and guides
Frequently asked questions
Do I need to be an existing customer to refer friends and family?
Yes, you must be an existing customer to refer any new customers.
How many people can I refer?
An existing client of Bestinvest may refer a maximum of five (5) new customers per calendar month. That is up to £500 in cash rewards each month.
Which accounts is this promotion valid for?
The refer a friend promotion is valid on new ISA or SIPP accounts.
How do I claim my cash reward?
The reward payment is not completed automatically. Once the referred person has opened an account and invested in £5,000 or more, they will need to email offers@bestinvest.co.uk with their and your name and email address, in order to claim the reward.
Where will my cash reward go to?
Once promotional T&C’s are met, both you and your friend will receive £100 each into your Bestinvest account, which can then be withdrawn or invested.
What will be in the email that my referral receives?
The email will contain instructions on how to open an account and claim the reward for yourself and them, plus some relevant information on Bestinvest.
What does Bestinvest do with the referral information that I provide?
Bestinvest will not share your referral’s information with any third party, nor will we use it for marketing purposes. The information you supply will be used exclusively to send invitations to referrals and to supply any subsequent servicing specific to the program.