Moneyfarm Discount Vouchers

    • The Moneyfarm web site has been opened in a new window ready for you to shop, it is underneath the current one. To redeem the discount, enter the code DA_3MFREE when you reach the checkout.
      . Capitalised terms used but not defined in these terms have the meaning given to them in the Moneyfarm Client Agreement & Terms and Conditions for Business (the “Terms”), and references to the Terms below shall be construed accordingly.

      2. Except as may be varied below in relation to the ‘DA_3MFREE’ offer, the Terms apply to this offer.

      3. Subject to the terms set out below, the ‘free management’ offer, is available only to new Moneyfarm Account holders, who shall receive management fees free of charge on portfolios, for three months.

      4. The ‘DA_3MFREE’ offer should not form the basis of any decisions made in relation to potential Account activity.

      Conditions of Eligibility:

      5. In order to qualify for the ‘DA_3MFREE’ offer, the following conditions must be met:

      (a) you must hold a live and funded Moneyfarm Account, an account can be a General Investment Account, an ISA or a SIPP;

      (b) your Moneyfarm account will need to be funded within 30 days of account set-up for you to still qualify for free management fees. We reserve the right to cancel the offer and charge management fees if the account remains unfunded with the code applied for longer than 30 days.

      (c) The Moneyfarm account must be funded with at least £5,000 in order for the code to be activated on the account, if after 90 days the account value is below £5,000 we reserve the right to remove the code from your account without notice.

      6. The offer includes the transfer of an existing ISA into a Moneyfarm Stocks & Shares ISA. ISA rules will apply. It also includes the transfer of an existing Pension into a Moneyfarm SIPP. Pension rules will apply.

      7. Moneyfarm reserves the right to decline to open an account (as applicable) at its sole discretion and without giving any reason for doing so.

      8. If the conditions set out in paragraph 5 above are met, the three months of free management fees will commence from the date the Moneyfarm portfolio is created. The offer will be applied across all Moneyfarm portfolios within an account.


      9. Moneyfarm employees, contractors and members of their households are not eligible to participate in this offer.

      10. Moneyfarm reserves the right to amend, withdraw or restrict this offer at any time without notice.

      11. These terms (including non-contractual disputes or claims) are subject to English law and the exclusive jurisdiction of the English courts.

      12. Before claiming this offer you should make sure that a Moneyfarm Account meets your needs and objectives. As with all investing, your capital is at risk. The value of your investment can fall as well as rise and you may get back less than you invest. Eligibility to invest in an ISA depends upon your circumstances. Tax rules may change in the future. If you need help with ISAs, seek independent financial advice.
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