Invest a lump sum in an ISA online by 31 March 2018 and we’ll give you the chance to win back the amount you initially invest.
With this year’s allowance that means that you could receive a £20,000 tax-free cash payment straight into your bank account. So with four opportunities to win, and our award winning guidance service to help you choose your funds, investing in a Fidelity ISA now could be the smart move.
All you have to do is open your ISA or top up online by 31st March 2018 and you’ll automatically be entered into our prize draw. Terms and conditions apply.
Please remember that 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.
A Fidelity Investment ISA is an easy-to-manage, tax-efficient stocks and shares ISA. It’s a great way to invest your ISA allowance this tax year, and you can start investing in our broad range of investment options in just a few easy steps.
Use our PathFinder planning tool to select a ready-made, diversified fund based on your preferred risk level in just three steps.
Choose from a list of top-rated funds hand-picked by our investment experts.
Explore our full range of investment options to find, filter and select your own combination of investments.
These guidance tools are not a personal recommendation in respect of a particular investment. If you need additional help, please speak to a financial adviser. You should regularly reassess the suitability of your investments to ensure they continue to meet your attitude to risk and investment goals.
Clive wanted to boost his retirement savings with a stocks and shares ISA
Teacher Ross is putting aside £100 a month into his ISA
Win the value of your ISA investment in cash, (the “Prize Draw”).
Terms and conditions
The promoter of this offer is Financial Administration Services Limited, 130 Tonbridge Road, Hildenborough, Tonbridge, Kent TN11 9DZ (“Fidelity”).
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.
Entry into the Prize Draw will be your acceptance of these terms and conditions. Entry will be automatic when you make a Qualifying Investment (see below). If you do not wish to be entered into the prize draw, please call our contact centre on 0800 41 41 61 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 6pm on Saturday.
The prize draw period is from 19 January 2018 to 31 March 2018 (the “Prize Draw Period”). Entries close 31 March at midnight. The prize amount will match the lump sum amount invested into a Fidelity 2017/18 ISA during the Prize Draw Period. It will be paid in cash into your bank account.
The following examples, without limitation, will not be Qualifying Investments:
After the Prize Draw Period, the winners will be selected at random. All winners will be drawn after 1 April 2018 and will be notified via email or phone before 30 April 2018. Payment of the prize money will be made within 90 days of the notification. There will be four winners in total.
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.
The winner's cash 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.
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.
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.
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 or the 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.
Where relevant, reference in these terms and conditions to the winner includes any person with whom the winner shares the prize.
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.