Cashback every year - £90, £300, £1,500 (and maybe a lot more) over 5 years, then more - year after year - indefinitely

It won't cost you a penny - just a few minutes

You can save even more money with our unique cashback service. We give you cashback every year by sharing renewal commission with you - renewal commission that almost all other brokers keep.

Your share could be as much as £90, £300, £1,500 (maybe a lot more) over 5 years, then more - year after year - indefinitely.

It’s a surprisingly easy way to cut your ongoing investment charges. There’s no obligation, no risk and it won’t cost you a penny.

How does it work?

When you invest, or appoint us as your agent, fund companies usually pay us renewal commission. This renewal commission is paid out of funds’ annual management charges. These charges stay the same (typically 1.5% p.a.) even if renewal commission isn’t paid.

Your annual cashback is based on the total amount of this renewal commission we receive each year and is calculated as follows:

When we’ve calculated your share we’ll send you a statement showing details of your share, followed by a direct credit payment to your bank account.* It’s as easy as that! You can even view these details in your online account - FUNDSFOLIO.

• Appoint us as agent by completing the details online
• Download an Agency Appointment Form

How much are annual cashback payments worth?

Well, it depends on the total value of your investments (both new and investments you already have). Take a look at the table below, and you’ll see. It assumes 0.5% p.a. renewal commission, 7% fund growth each year, and shows what you could expect your annual cashbacks to be over the next 5, 10 or 15 years:

The table is just a guide, you could get less (or more), depending on the performance of your funds. You don’t need a minimum £10,000 portfolio to benefit, and you could get more than £6,500 if your portfolio is greater than £100,000.

What you need to do to receive your annual cashbacks

• When we arrange your new investments we always share renewal commission with you. You don’t need to do anything - we pay it automatically.
• We also share any renewal commission we receive from investments you already have. You don’t have to invest any new monies to benefit from this. You just have to appoint us as your agent.

• Appoint us as agent by completing the details online
• Download an Agency Appointment Form

It doesn’t matter whether you originally arranged your investments directly with a fund company, or fund supermarket or used a broker. In most cases, you can decide who gets renewal commission. The fund companies or fund supermarkets won’t pay you directly, but it’s up to you which broker gets paid.

Simply appoint us as your agent and we’ll collect this renewal commission to share with you - as we have with more than 27,000 people already.

Is there a catch?

We wouldn’t blame you for thinking it. But there isn’t. You can’t be disadvantaged by this service - it doesn’t cost you anything - there’s no risk and no obligation - and you’re free to leave at any time without penalty.

We’ve been doing this for 11 years now and we’ve paid out over £6m to more than 27,000 astute investors so far.

Here’s what one of them has to say:

Act now to get your money

You automatically receive cashbacks when we arrange investments for you.

For investments you already have you need to appoint us as your agent. Just complete the details online now or download an Agency Appointment Form and post it to us using our FREEPOST address.

That’s it. If you have a few details handy it will probably take less time to complete the paperwork than you’ve spent reading so far.

In fact, why not do it now? It’s hardly any effort, you’ve nothing to lose and your cashbacks could add up to a tidy sum over the years. We can’t think of any reason for you not to do this. However, if there’s anything you don’t understand, or want to ask, please call using our telephone number:

0808 100 50 45 (Free of charge)

Please note: we can’t guarantee that all companies will transfer renewal commission to us in all circumstances. Many won’t if you originally invested direct. However, we receive it in more than 80% of cases. And it’s still worth appointing us as your agent because companies sometimes change their policies. Also, we might be able to offer alternatives to help you reduce ongoing costs and you still benefit from our Fundsfolio valuation and performance information service.

* We don’t send statements or payments until we've collected at least £16.67 renewal commission, which equates to a cashback of £5.

• Appoint us as agent by completing the details online
• Download an Agency Appointment Form