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Refer a Friend

If you refer a friend or family member and they open a Stocks and Shares ISA both of you will receive a £50 John Lewis Gift Voucher.

The Redmayne-Bentley ISA 'Refer a Friend' Scheme

If you refer a friend or family member before 5th April 2017, and they open a Stocks and Shares ISA with Redmayne-Bentley (subject to certain Terms and Conditions) you will each receive a £50 John Lewis Gift Voucher.

Click here to view the Terms and Conditions for this scheme.

Your referral is based on Redmayne-Bentley as an ISA provider and the decision about whether a Stocks and Shares ISA is appropriate for the referee must be made by the referee, in which they should consider:

  • If the risk associated with stocks and shares is appropriate for them.
  • The potential for tax savings, taking into account their personal tax status, the length of time they wish to invest and if the savings are likely to exceed the amount they pay in charges.
  • Whether they are happy to 'self-select' and make their own investment decisions without advice. If they are unsure about selecting stocks, managing a strategy for their investments and risk they may wish to consider our Investment Management Services.

Investments and income arising from them can fall as well as rise in value. Tax treatment depends on the specific circumstances of each individual and may be subject to change in the future.

Refer a Friend

Your Details:
£50 John Lewis Gift Voucher
Your Friend/Family Members Details:

Info Point:

If you need an answer to a question, try our Refer a Friend Scheme FAQs.

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For more information, call us on 0113 200 6470

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