1) Referred individuals who are already clients of RetireInvest are not eligible for the incentive scheme.
2) The referrer must be an existing client who is either paying an ongoing fee or has previously paid an initial fee.
3) If two clients refer the same individual, the award will be presented to the individual who made their referral first.
4) The referrer must not pass the referred individual’s contact details directly to RetireInvest due to data protection restrictions, nor can RetireInvest directly contact the referred individual. The referred individual must contact RetireInvest, citing their referrer’s name.
5) RetireInvest staff are not eligible for the incentive scheme.
6) The incentive scheme does not apply to insurance policies, with the exception of investment bonds and mortgage advice.
7) No cash alternative will be provided.
8) Applicants must be 18 or older and UK residents.
9) The reward for the incentive scheme will be a £50 Amazon voucher each for the referrer and the referred individual, which will be presented once the referred individual has signed up and paid their fee.
10) The service fee charged must adhere to the minimum fee levels outlined in our Terms of Business.