Establishing a regular investment savings plan (2024)

Win back the value of your ISA investment in cash- up to £20,000, (the “Prize Draw”).

Terms and Conditions

1. The promoter of this offer is Financial Administration Services Limited, 130 Tonbridge Road, Hildenborough, Tonbridge, Kent TN11 9DZ (“Fidelity”).
2. To be eligible to enter the prize draw you must be 18 years of age or older and a UK resident. Fidelity employees and its contracted staff are not eligible to enter.
3. Entry into the Prize Draw will constitute your acceptance of these terms and conditions. Entry will be automatic when you make a Qualifying Investment (see below).
4. If you do not wish to be entered into the prize draw, please call our contact centre on 0333 300 3350 and request to be removed from the draw, after you have made a Qualifying Investment. The contact centre is available between 8am and 6pm, Monday to Friday, and 9am and 2pm on Saturday.
5. The prize draw period is from 17 January 2020 to 31 March 2020 (the “Prize Draw Period”). Entries close 31 March at midnight (GMT). The Prize Draw amount will match the lump sum amount invested into a Fidelity 2019/20 ISA during the Prize Draw Period and the prize money will be paid in cash into your bank account.
6. Qualifying Investment
   * Any lump sum investment made into a 2019/2020 Fidelity ISA during the Prize Draw Period through the Fidelity Personal Investing website: fidelity.co.uk
   The following examples, without limitation, will not be Qualifying Investments:
   * ISA transfers or re-registrations from other providers
   * Investments made through an adviser;
   * Investments in the Fidelity Junior ISA;
   * Investments via a regular savings plan;
   * Investments via Bed and ISA;
   * Investments made over the telephone or through a paper application (investments must be made online through the fidelity.co.uk website in order to qualify).
7. After the Prize Draw Period, the winners will be selected at random. All winners will be drawn after 1 April 2020 and will be notified via post, secure message via their Fidelity online account, or phone, before 30 April 2020. Payment of the prize money will be made within 90 days of the notification. There will be four winners in total.
8. Only one entry per person is available. If multiple ISA investments are made during the Prize Draw Period, the first investment in time will qualify for entry to the Prize Draw, and the amount invested at that point will be the prize amount payable.
9. The winner's prize money will be paid by BACS to your bank account. If we do not hold a bank mandate on the account, you will need to provide those details to receive the prize. Cheques will not be sent in place of providing bank details.
10. Fidelity reserves the right to cancel or amend the prize draw or the rules without notice during the Prize Draw Period. Any cancellation of or changes to the prize draw will be notified to you on the Fidelity website.
11. If you withdraw your qualifying investment from your Fidelity ISA, or add an adviser to your account, within a 12-month period from the date of investment, Fidelity reserves the right to reclaim the prize money awarded.
12. Fidelity shall not be liable for any loss or damage suffered from entry into the prize draw, acceptance of the prize, any defects, delays or inadequacies in the prize orthe arrangements surrounding the prize, or from any event beyond the reasonable control of Fidelity. Fidelity shall not be liable in contract, tort, negligence or otherwise for any direct or indirect consequential loss suffered by an entrant in relation to participation in the prize draw. Nothing in these terms and conditions shall operate to exclude or restrict liability of Fidelity from time to time for death or personal injury resulting from negligence.
13. Where relevant, reference in these terms and conditions to the winner includes any person with whom the winner shares the prize.
14. In the event of any dispute regarding the rules, conduct, results and all other matters relating to a prize draw, the decision of Fidelity shall be final and no correspondence or discussion shall be entered into.

Data Protection

Any personal information you submit to Fidelity will be maintained in accordance with the UK Data Protection Act 2018 and used in accordance with the Fidelity Privacy Statement. Your personal information will never be disclosed to a third party without your prior consent, however, should you be a winner, your full name and county can be disclosed to anyone who requests this information, unless you inform us that you would like this information to be withheld. Your contact details will only be used to contact you and notify you if you have won a prize.

Make sure you have the following information with you:

• Your National Insurance number
• Debit card details (for a single payment)
• Bank or building society details (if you’re planning on setting up a regular savings plan)

I'm ready

1. The promoter of this Offer is Financial Administration Services Limited (“Fidelity”), Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP.
2. The maximum cashback we’ll pay is £25 per account. For example, if qualifying investments are made in an ISA, SIPP and Investment Account the maximum we would pay is £75 (£25 per account).
3. To be eligible for the Offer you must:
   a.Make a Qualifying Investment (see Section 4 below) between 9 June 2022 and 12 September 2022, inclusive (“Offer Period”); and
   b.Complete and submit the Offer registration form on our website by midnight 12 September 2022.
4. A Qualifying Investmentmeans one of the following:
   a.Any new monthly regular savings plan of £200 or more set up online(through theFidelity Personal Investing website: fidelity.co.uk) into a newor existing Fidelity ISA, SIPP orInvestment Account during the Offer Period.
   b.Any single lump sum investment of £2,500 or more set up online(through the FidelityPersonal Investing website: fidelity.co.uk) into a new orexisting Fidelity ISA, SIPP orInvestment Account during the Offer Period.

   If within 12 months of making your investment, you cancel your regular savings plan, move your assets toanother provider or withdraw your qualifying lump sum investment leaving less than the £2,500 minimum valuerequired, Fidelity reserves the right to reclaim the £25 payment made to you as part of this Offer.

5. This Offerexcludes:
   •Investments made though an adviser; intermediary or Fidelity Adviser solutions (formerly FundsNetwork);
   • Investments in a joint Investment Account;
   •Investments in the Fidelity Junior ISA and Junior SIPP;
   •Investments made via Bed and ISA;
   •Investments into an Inheritance ISA (use of additional permitted subscriptions);
   •Investments made into a Cash Management Account (CMA), or transfers from a CMA to a new or existingISA, SIPP or Investment Account.
   •Transfers or re-registrations from other providers;
   •Transfers between Fidelity products;
   •Amendments to the value of existing regular savings plans (i.e. top-ups)
6. Any personal information you submit to Fidelity will be maintained in accordance with the UK Data
   Protection Act 2018 and used in accordance with the FidelityPrivacy Policy.
7. The £25 cashback payment will be paid to your Cash Management Account within 45 days following closure of the Offer (12 September 2022). The CMA is a separate account in your name that helps manage cash. The cashback can be kept in your CMA for fee collection, withdrawn or moved into whichever Fidelity Personal Investing account you choose. If moved into an ISA or SIPP, it will count towards your annual allowance.
8. We will notify you by email, via the email address that you have provided for your Fidelity account, to let you know the cashback has been paid. You can update your personal details by logging into your account online.
9. We reserve the right to change or withdraw the Offer at any time during the Offer Period except in relation to any customers who we determine have met both eligibility requirements set out in Section 3.

Issued by Financial Administration Services Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. Fidelity, Fidelity International, the Fidelity International logo and the F symbol are trademarks of FIL Limited.

UKM0522/370886/CSO10938/120922