“Money Magpie” Promotional Offer

‍Offer Summary

Investors who sign up to Quilter Invest using the promotional code MM2025 and invest in any of the MyGoal funds will have their platform fee refunded after 12 months, up to a maximum value of £50.

Eligibility and Conditions

- The promotional code provided by MoneyMagpie must be entered at the time of signing up to Quilter Invest.

- This offer is valid only for new investments into MyGoal funds. Investments in other funds do not qualify.

- Users who sign up but do not invest, or invest in other types of funds, will not be eligible for the refund.

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Refunds apply solely to platform fees incurred during the first 12 months, up to:

• £25 for a £10,000 investment

• £50 for a full £20,000 ISA investment

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Refund Process

Fee refunds will be issued after the 12-month period, provided that the account remains active and eligible throughout.

If the ISA allowance is fully utilised, the refund will be sent to the investor’s nominated linked bank account.

Refunds are not transferable, non-exchangeable, and cannot be redeemed in any other form including cash equivalents, gift cards, or account credit.

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Code Use and Restrictions

The MM2025 promotional code must not be published or shared publicly, including on social media platforms.

If the account is closed before the end of the promotional period, eligibility for the refund will be forfeited.

This offer applies only to customers who have invested in a MyGoal fund.

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General Terms

Quilter Invest reserves the right to terminate or amend this promotional offer at any time, for any reason, and without prior notice.

Participation in this offer constitutes acceptance of these terms and conditions.

All users are subject to Quilter Invest’s general Terms and Conditions, which apply in full.

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Tax and Regulatory Information

Tax treatment depends on individual circumstances and may be subject to change in future. Quilter Invest does not provide tax advice and recommends consulting with a qualified financial adviser or tax specialist.

Refunds issued through this promotion may not have tax implications, but users are responsible for reporting any benefits or income in accordance with HMRC guidance.

Quilter Invest is authorised and regulated by the Financial Conduct Authority (FCA).

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Disclaimer

Investments may go down as well as up, and you may not get back the amount you invested. Past performance is not a reliable indicator of future results.

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