Register for benefits
ICAEW members benefit from a 10% personal investing discount on our standard service fee, complimentary quarterly portfolio report and dedicated number to answer any questions and help you get started 0800 358 0753.
Offer terms and conditions apply. Please note that Fidelity have the right to withdraw this offer at any time.
The value of investments can go down as well as up so you may get back less than you invest. Tax treatment depends on individual circumstances and all tax rules may change in the future. Withdrawals from a pension product will not be possible until you reach age 55. Please note that this information and Fidelity guidance tools are not personal recommendations in respect of a particular investment. If you need additional help, please speak to an authorised financial adviser. You should regularly reassess the suitability of your investments to ensure they continue to meet your attitude to risk and investment goals.
Terms and Conditions
By registering your details, you are providing us with permission for a member of our Fidelity Personal Investing team to contact you with regards to this offer.
Who is eligible for the discount?
New or existing Fidelity customers who are members of participating professional associations with investments totalling over £7,500 across all accounts with Fidelity Personal Investing are eligible for a 10% discount to their service fee (the "Discount"). Please note that members of a participating professional association with a monthly Regular Savings Plan ("RSP") who have investments worth less than £7,500 will also be offered the 10% discount on their Service Fee.
You will not be eligible if:
You hold investments under £7,500 across all accounts and you do not have a monthly RSP with Fidelity Personal Investing at the time the service fee is calculated, as set out on the Key Features Document. If the value of your assets with Fidelity Personal Investing falls below £7,500, a flat rate service fee of £45 per annum will apply to you
You are an existing Fidelity customer already receiving a Wealth Service fee for your household*
You are an existing FundsNetwork customer linked to an adviser
If you hold or open a joint account, none of your accounts will be eligible for the discount
Discount cannot be applied to a Junior ISA or Junior SIPP account
Please note: Offer registrations will be held for a period of 6 months. Should you not open an account within this time your registration will be deleted and you will need to re-register again, subject to the offer still being available.
*If you are a new Fidelity Personal Investing customer with invested assets over £250,000, the Discount may be applied to the Wealth service fee. You will not, however, be eligible for other Wealth benefits.