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

As well as avoiding initial charges, you can save even more money with our unique renewal commission sharing service. We give you cashback every year - up to half the renewal commission we receive from your funds.

It's a free and surprisingly easy way to reduce the effects of annual fund management charges that everyone pays.

How does it work?

Fund companies pay us renewal commission on investments we arrange for you – and most investments where you appoint us as your agent. This renewal commission makes no difference to the annual fund management charges you pay.

Your annual cashback is based on the total amount of 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. You can even view these details in your online account - FUNDSFOLIO.

It’s as easy as that!

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 and fund growth of 7% of 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 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

• When we arrange your new investments we always share renewal commission with you. You don’t need to do anything – we pay it automatically.

If you already have investments

• 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.
• Whether you originally arranged your investments directly with a fund company, fund supermarket or used a broker, in most cases, you can decide who gets renewal commission payments. The fund companies or fund supermarkets won’t pay you directly, but it’s up to you which broker gets paid.
• Appoint us as your agent to collect this renewal commission and we’ll share it with you – as we have with more than 27,000 people already.
Appoint us as your agent

Is there a catch?

We wouldn’t blame you for thinking it. But there is no catch. 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 10 years now and we’ve paid out £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. If you want to invest now, the easiest place to start is our ‘Invest’ page – you can click here to go there now.

For investments you already have you need to appoint us as your agent.

Just click the 'Appoint Us As Your Agent' button at the bottom of this page, follow the simple instructions, and post the form 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 this page.

The next thing you’ll receive is a confirmation from us, including details of how and when you receive your payments.

Why not do it now? In fact, make it the very next thing you do. It will probably be the quickest, easiest money you make this year. And let’s face it, this is your money we’re talking about.