Terms applicable if you’re opening a new Stocks and Shares ISA
Subject to these terms and conditions, if you register for our HL Stocks & Shares ISA (“S&S ISA”) Cashback Offer
(the “Offer”) and apply to transfer or make qualifying cash contributions into a new ISA between 10 February
2025
and 5 April 2025 inclusive (the “Offer Period”), you will receive cashback depending on the amount you
contribute
and/or transfer.
Eligibility: To qualify for the Offer, you must:
• apply to transfer or make qualifying cash contributions totalling at least £10,000 into a new HL S&S ISA
within the
Offer Period
Cashback Calculation/Payment: The total value of your cashback will be based on the cumulative value of
qualifying
ISA transfers and/or contributions to your new HL S&S ISA made within the Offer Period. If you're unsure how
your
transfers or contributions will be treated under the Offer, contact us before you apply or make a payment.
• Transfers: Only transfers in of ISAs from other providers will qualify for the Offer and be considered
qualifying
transfers to determine the value of your cashback payment. It isn’t possible to combine the value of transfers
into
other HL products or accounts with different client numbers for the purpose of this Offer.
Terms applicable if you already have a Stocks and Shares ISA
Subject to these terms and conditions, if you hold a HL Stocks & Shares ISA (“S&S ISA”) on 9 February 2025,
register
for our HL S&S ISA Cashback Offer (the “Offer”) and apply to transfer into your HL S&S ISA between 10 February
2025
and 5 April 2025 inclusive (the “Offer Period”), you will receive cashback depending on the amount you transfer.
Eligibility: To qualify for the Offer, you must:
• apply to transfer at least £10,000 into your existing HL S&S ISA within the Offer Period.
Cashback Calculation/Payment: The total value of your cashback will be based on the cumulative value of your
qualifying ISA transfers into your existing HL S&S ISA made within the Offer Period. If you're unsure how your
transfers will be treated under the Offer, contact us before you apply.
Contributions: Only transfers into your existing HL S&S ISA will qualify for the Offer. It isn’t possible to
combine
the value of transfers into other HL products or accounts with
different client numbers for the purpose of this Offer. You should be aware of your annual allowances before
adding
money.
Terms relating to both of the above offers:
| Amount transferred |
Cashback |
| £10,000 - £99,999 |
£100 |
| £100,000 - £249,999 |
£250 |
| £250,000 - £499,999 |
£500 |
| £500,000 - £999,999 |
£1,000 |
| £1,000,000+ |
£3,000 |
Eligibility: To qualify for the Offer, you must:
• be a UK resident;
• be aged 18 or over;
• not be an employee of any Hargreaves Lansdown group company or a member of any such employee’s immediate
family or
household;
• not hold a HL S&S ISA as an employee of a HL Workplace client;
• register for the Offer by 11:59pm on 5 April 2025;
• comply with these terms and conditions.
Registration: You can register for the Offer by completing the online registration form, postal registration
form,
or asking us via Secure Message or telephone. If you do not register for the Offer, no cashback will be paid. If
you
register for the Offer and we receive your qualifying transfer application(s) within the Offer Period, even if
the
transfer itself isn’t completed until after the Offer closes, you will still qualify.
Cashback Calculation/Payment: The maximum cashback payment you can receive under this Offer is £3,000. The
cashback
payment will be paid into your Loyalty Bonus Account by 30 April 2026 or within 8 weeks from the date your final
qualifying transfer completes if later. The payment date will be determined by us. The cashback can be kept in
your
Loyalty Bonus Account, withdrawn, or transferred to another of your HL accounts. If moved into an ISA or SIPP,
this
will count towards your annual allowance. The cashback will be funded by Hargreaves Lansdown, not from your own
cash
or investments, and we reserve the right to determine how cashback payments are
calculated. If you're unsure how your transfers or contributions will be treated under the Offer, contact us
before
you apply or make a payment. By registering for the Offer and making a qualifying contribution within the Offer
Period, you agree to be bound by the terms of this Offer.
Account retention: If you transfer any portion of your HL S&S ISA away, make a withdrawal, or close your S&S ISA,
leaving your account balance lower than the minimum eligibility value, before 31 March 2026, the cashback will
not
be paid.
Transfer extension: If you need more time, you can complete the online extension form, call our Helpdesk or send
us
a Secure Message through your online account by 11:59pm on 5 April 2025 to extend the S&S ISA transfer deadline
by
three months (until 5 July 2025).
Exclusions: The following are excluded from the offer:
• The lodgement of certificated shares;
• Movements of investments or cash already held on the HL platform (including switches, transfers or maturities
between HL accounts and interest received on any assets held in those accounts); and
• Transfers into any HL account other than your existing HL S&S ISA including any HL Group ISA set up by your
employer
or a PMS ISA.
Conjunction with other offers: You may qualify for multiple offers launched during this Offer Period assuming you
meet the eligibility criteria for each offer. If you have previously opted into an offer for which you are still
eligible, which relates to the same product, we will assume that it is the first offer you wish to participate
in.
If you’re unsure about your registration or eligibility, please contact us to confirm your details.
Suspension or removal: We reserve the right to remove or suspend the Offer at any time and for any or no reason
by
posting a notice on our website. If the Offer ends early, all qualifying applications received before the notice
will still be accepted. You can opt out of the Offer at any time by contacting our Helpdesk on 0117 900 9000.
Governing Law: These terms are governed by the laws of England and Wales and are subject to the exclusive
jurisdiction of the courts of England and Wales.
Company Information: This Offer is provided by Hargreaves Lansdown Asset Management Limited (company number
01896481), whose registered office is 1 College Square South, Anchor Road, Bristol, BS1 5HL. References in these
terms and conditions to “our”, “us” or “we” are to Hargreaves Lansdown Asset Management Limited.