Freetrade | Transfer Special Offer

ISA and SIPP offer

Open and top up or transfer an ISA and/or SIPP with at least £10,000 and get a free share worth between £100 and £2,100

Read the FAQs and T&Cs for more information.

Capital at risk.
ISA & SIPP eligibility and tax rules apply.

Important information: When you invest, your capital is at risk. Check before you transfer that we can accept your investments, you won’t lose any guarantees, and that you know what charges you may incur. Always do your own research.

What free share can I get?

How it works if you're a new customer

Step 1: Download the Freetrade app and open either an ISA or SIPP account with an annual Standard or Plus subscription on or before 5 April 2024.

Step 2: Top up your account or start a transfer for at least £10,000 into your Freetrade ISA and/or SIPP on or before 5 April 2024. Other eligibility rules apply, see the terms and conditions.

Step 3: Keep your account open. If you make withdrawals or transfers out that cause your ISA or SIPP account’s net funding to fall before we award the share, the value of your free share will be impacted. If it falls below £10,000, you will not be awarded a free share.

Step 4: We’ll drop the free share into your General Investment Account (GIA) within 90 days of campaign completion whether you have qualified via ISA or SIPP.

Open a Freetrade account

How it works if you are an existing customer

Step 1: Ensure you have an open ISA and/or SIPP account with an annual subscription plan on or before 5 April 2024.

Step 2: Top up or start a transfer for at least £10,000 into your Freetrade ISA and/or SIPP on or before 5 April 2024. Other eligibility rules apply, see the terms and conditions.

Step 4: We’ll drop the free share into your General Investment Account (GIA) within 90 days of campaign completion whether you have qualified via ISA or SIPP.

Transfer ISA

Transfer Pension

Important information: When you invest, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest.

ISA eligibility rules apply. Tax treatment depends on personal circumstances and current rules may change. Check before you transfer that we can accept your investments, you won’t lose any guarantees, and that you know what charges you may incur.
‍
SIPP eligibility rules apply. Tax treatment depends on your personal circumstances and current rules may change. Check before you transfer a pension to us that we can accept your investments, you won’t lose any guarantees, and that you know what charges you may incur. Seek advice if you are unsure about making a transfer. A SIPP is a pension designed for you to save until your retirement and is for people who want to make their own investment decisions. You can normally only draw your pension from age 55 (57 from 2028), except in special circumstances. At present, Freetrade only supports Uncrystallised Fund Pension Lump Sums (UFPLS) for customers who wish to withdraw funds from their SIPP after their 55th birthday. We strongly encourage you to seek financial advice before making any withdrawals from your SIPP.

FAQs

To receive a free share worth between £100 and £2,100 as part of this offer, you must either 1) open an account and start a GIA, ISA, and/or SIPP transfer before 31 January 2024 or 2) if already a customer; start a GIA, ISA, and/or Pension transfer to your existing Freetrade account between 11 December and 31 January 2024.

How does this promotion work for a new Freetrade customer?

Step 1: Download the Freetrade app and open either a GIA, ISA, or SIPP account with this link.

Step 2: Start a transfer for at least £10,000 into your Freetrade GIA, ISA, or SIPP on or before 31 January 2024. Other eligibility rules apply, see the terms and conditions.

Step 3: Keep your account open. If you make withdrawals or transfers out which cause your relevant account value to fall before we award the share, the value of your free share will be impacted. If it falls below £10,000, you will not be awarded a free share.

Step 4: We’ll drop the free share into your General Investment Account (GIA) within 90 days of campaign completion if you have qualified via GIA, ISA, or SIPP.

How does this promotion work for an existing Freetrade customer?

Step 1: Ensure you have an open GIA, ISA, or SIPP account (dependent on your transfer preference) with Freetrade before the 31 January 2024.

Step 2: Start a transfer for at least £10,000 into your Freetrade GIA, ISA, and/or SIPP on or before 31 January 2024. Other eligibility rules apply, see the terms and conditions.

Step 3: Keep your account open. If you make withdrawals or transfers out which cause your relevant account value to fall before we award the share, the value of your free share will be impacted. If the amount transferred falls below £10,000, you will not be awarded a free share.

Step 4: We’ll drop the free share into your General Investment Account (GIA) within 90 days of campaign completion if you have qualified via GIA, ISA, or SIPP.

How do I initiate a transfer?

Step 1: Make sure you have the relevant account open (GIA, ISA, and/or SIPP) so it is ready to receive a transfer.

Step 2: Follow the instructions within the links below:

Transfer GIA

Transfer ISA

Transfer Pension

What is a transfer?

A transfer in the context of this campaign is the transfer of a GIA, ISA, or Pension from an existing provider.

Are there any other requirements to qualify for free shares?

If you are transferring into an ISA or SIPP account you need to be on an annual subscription to qualify, this can be done in the app.

What free share will I get?

The type of free shares awarded are not defined until the awarding date to ensure the free share value aligns with the amount you have transferred and appropriate reward banding.

Do I qualify for a free share if I already have a Freetrade account?

This offer is open to all Freetrade customers, new and existing, who initiate a qualifying transfer prior to 31 January 2024.

Do I qualify for a free share if I have already initiated a transfer?

If you have initiated a transfer within the 4 weeks prior to campaign launch date (After the 13th of November) and your transfer is yet to complete you will qualify for the free share offer if all requirements are fulfilled.

For additional information please contact: freeshare@freetrade.io

If I transfer across multiple accounts (GIA/ ISA/ SIPP) will the value be totalled?

No, we will only combine transfer values within each specific investment account.

Free share awarding will be measured at an individual investment account level (GIA, ISA, or SIPP). Multiple transfers into a single investment account will be measured together.

If you transfer funds into all three investment accounts you will have three opportunities to receive free shares, depending on transfer value.

What free share will I get?

Free shares are awarded according to the tier you fall into per account (GIA, ISA or SIPP).

The value of the free share you receive will depend only on the net amount you transfer into each of your GIA, ISA, and/or SIPP accounts (as cash and/or value of investments) between 11 December and 31 January 2024, regardless of the amount you had in your Freetrade account, if any, before.

Remember: If you withdraw or transfer any amounts out of your relevant Freetrade account which causes its value to fall before we award the share, then this lower value will be used to determine whether you get a free share.

When does this offer end?

This offer is for all investment accounts into which transfers of cash or investments have been contributed between 11 December and 31 January 2024.

If you are transferring an account, you have to initiate a transfer before 31 January 2024.

Can you put the free share in my ISA or SIPP?

Due to ISA and SIPP rules, your free share will be awarded to your General Investment Account (GIA).

What if I want to close or withdraw from my account?

If you make a withdrawal or transfer out which causes the value of the Freetrade account to fall or you close your Freetrade account before we award the free share, then this will affect whether you get a free share or the value of any awarded free share, in line with the table above.

How many free shares can I get under this offer?

You may receive either one or several free shares equivalent to the total value of the free share you qualify for.

You will get a free share associated with each investment account (GIA, ISA or SIPP) into which a transfer has taken place awarded to your GIA.

When will I get the free share?

We will award the free share within 90 days of the completion of the campaign if your transfer has completed. This is dependent on you keeping your account open, not withdrawing or transferring to below £10,000, and you have an active annual subscription.

If you make a withdrawal or transfer which causes the value of your GIA, ISA, and/or SIPP to fall before we award the free share, then it will affect whether you get a free share or how much that free share is worth. If you close your Freetrade account before we award the free share, then you won't be awarded a free share.

What if my transfer hasn't been completed within 90 days of the campaign completing, will I still get my free share?

Yes, we will review all those transfers who qualified before 31 January each month and award outstanding free shares in a monthly cycle.

Are Freetrade Treasuries included in this offer?

No, any money that you pay into your Freetrade Treasury is not included in this offer. The offer is only valid for transfers from another investment account into a Freetrade GIA, ISA or SIPP before 31 January.

When you invest, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. This is not investment advice.
‍
ISA eligibility rules apply. Tax treatment depends on personal circumstances and current rules may change. Check before you transfer that we can accept your investments, you won’t lose any guarantees, and that you know what charges you may incur.
‍
SIPP eligibility rules apply. Tax treatment depends on your personal circumstances and current rules may change. Check before you transfer a pension to us that we can accept your investments, you won’t lose any guarantees, and that you know what charges you may incur. Seek advice if you are unsure about making a transfer. A SIPP is a pension designed for you to save until your retirement and is for people who want to make their own investment decisions. You can normally only draw your pension from age 55 (57 from 2028), except in special circumstances. At present, Freetrade only supports Uncrystallised Fund Pension Lump Sums (UFPLS) for customers who wish to withdraw funds from their SIPP after their 55th birthday. We strongly encourage you to seek financial advice before making any withdrawals from your SIPP.

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