Trustnet Direct Special Offers

 

Special Offers

Regular Investor Kick-Start
SAVE
UPTO
£96

For the first year, we will not charge you any initial fees when you set up a regular investment programme.
You can invest as much as you wish each month into up to four different investments with no dealing fees for the first year, saving you up to £96.

  1. If you start a regular investment programme, the transaction costs relating to it will be waived by Trustnet Direct for the first year, from the date of the first investment.
  2. The standard cost of investing each month is £2 per investment, per month.
  3. The offer covers up to 4 investments per month (e.g. 4 funds, 4 shares, or a combination). If you set up a regular investment programme with more than 4 investments, you will be charged £2 per transaction per month, for example making 6 investments per month would incur a £4 transaction charge each month for the first year.
  4. This offer extends to ‘buy’ orders only and does not extend to sell transactions.
  5. The charges applicable to your regular investment programme will resume at the beginning of year 2, at the published rate of £2 per investment per month.
  6. You commit to running a regular investment programme for a minimum period of three years from your first contribution. If you close, or transfer-out, your regular investment programme before the completion of this term, you will be charged the first year’s transaction charges as part of the closure/transfer-out process.
  7. If you need any assistance on this offer call our ClientAssist team on 0345 204 88 00.
  8. This offer expires on the 30th September 2016, but may be extended. If you start a regular investment programme before this date, you will be entitled to a full year of fee-free regular investing for up to 4 investments per month.
  9. We reserve the right to alter or withdraw this offer at any time.

Subsidy for transfer fees from existing agent UP TO £100

Want to Transfer to
Trustnet Direct?

If you have to pay exit charges with your current provider, we'll pay £10 for each investment you move to help soften the blow, up to a total of £100.

  1. We will credit £10 for every fund or share you transfer to us from another broker, agent, platform or company.
  2. We have limited this offer to £100 in total, to assist in mitigating the transfer out costs levied by other brokers, agents, platforms or companies.
  3. When you transfer-in funds to us, we will convert them to commission free ‘clean’ share classes wherever there is this option and there is a clear economic benefit to you.
  4. If there are no clean share class alternatives, we will rebate any commission we receive in cash to your investment account. As an example, if you transferred 5 funds or shares to Trustnet Direct, we would credit your investment account with £50.
  5. We will credit your account within 30 days of the completion of the transfer-in.
  6. If you need any assistance on this offer call ClientAssist on 0345 204 88 00.
  7. We reserve the right to alter or withdraw this offer at any time.

To benefit from these offers, you need to open an account.

We will automatically apply these reductions to your account if you open a SIPP, set up a regular investment programme or transfer-in your existing investments from another source where exit fees apply.

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Trustnet Direct does not provide advice on the suitability of investments. It is an execution-only service. If you are unsure about the suitability of investments, seek independent financial advice.

The price and value of investments and their income fluctuates: you may get back less than the amount you invested. Past performance is no guarantee of future performance.

Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.