Important information: As investment values can go down as well as up, you may not get back all of the money you invest. If you’re unsure if an investment account is right for you, please speak to an authorised financial adviser. Tax treatment depends on your individual circumstances and may be subject to change in the future.
It’s not what you know, it’s who you know. Your friend thinks you could benefit from joining ii and is gifting you a whole year with us, without account fees.
Enjoy 12 months to explore our wide range of features and discover for yourself why we’re a great home for your investments.
All you need to do is open an account and add or transfer in at least £5,000. Your friend will also get a £200 thank you for recommending ii.
Once you’ve signed up, you can start recommending your own friends and get £200 for each one.
Choose from our Stocks & Shares ISA, Managed ISA, Personal Pension (SIPP) or Trading Account.
Deposit or transfer a minimum of £5,000 to your new ii account.
You’ll be signed up to your year without account fees and we’ll send £200 to your friend.
When you open a Stocks and Shares ISA (Self-Managed of Managed) or Trading Account you will start on our £4.99 a month Investor Essentials plan. Should your investments grow above £50,000, you will move onto our £11.99 a month Investor plan.
All our plans allow you to invest as little as £25 a month using our free regular investing service.
On Investor Essentials, you must be set up to pay your fees by direct debit, and receive your communications electronically. Full terms for our Investor Essentials plan can be found here.
Read more: Our charges
Subject to these offer terms, Interactive Investor Services Limited (“ii”, “us”, “we” or “our”) will:
To qualify for the offer, a Friend:
An ii Trading Account held in the name of any entity (as opposed to a personal ii Trading Account held by an individual person or jointly by two people) will not qualify and referral made by an individual named as a Power of Attorney or who is granted Third Party Access on the Account will not meet the Qualifying Criteria.
Accounts can be funded via cash deposits or transfers from other providers.
Charges are applicable for all accounts opened in accordance with our standard Rates and Charges until the Qualifying Criteria is met.
The Fee Free Period expires 12 months from the date the Qualifying Criteria is met.
Referral Rewards will be credited to the Referrer's ii Trading Account by the later of:
Existing product terms and conditions apply in addition to the terms and conditions specific to this offer. In the event of any conflict between these terms and conditions and the relevant product terms and conditions, these offer terms and conditions shall prevail.
If the Friend’s ii Account is closed or transferred out within 12 months of being opened, we reserve the right to reclaim the Referral Reward.
Referral Rewards are not paid if the Referrer is no longer an ii customer or has applied to transfer their account(s) to another provider when the Referral Reward is due.
Taking advantage of this offer means participants agree that ii is not liable for any costs, expenses, losses or damage sustained by any participant under this offer.
You cannot refer yourself.
After the offer has ended, the monthly subscription fees on Rates and Charges on our website) will apply.
All other Rates and Charges are not subject to this offer and will apply during the Fee Free Period.
During the Fee Free Period, Friends are not entitled to trading credits under any of ii's service plans.
ii reserves the right to alter, withdraw or amend this offer and/or these terms and conditions without prior notice.
The laws of England and Wales govern this offer.
All participants to this offer agree to be bound by these terms and conditions.
ii is the promoter of this offer. The registered office for ii is 201 Deansgate, Manchester, M3 3NW.