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How does the recommend a friend offer work?

M
Written by Michael Devine

Have a friend looking for some feel good investing? Refer them to AJ Bell and you'll both reap the rewards, with a £100 Amazon voucher each. To qualify, your friend must open a qualifying account, fund it with at least £10,000 within 120 days, and submit a claim. Find out more about how our referral offer works over on the website. T&Cs apply.

Eligibility Criteria

To qualify for the referral reward:

  1. The referred friend must be new to AJ Bell.

  2. They must open a qualifying account, such as a Stocks and Shares ISA or SIPP.

  3. The referred friend must fund or transfer at least £10,000 into their account within 120 days of opening it.

  4. After funding, the referred friend must submit a claim on the referral claim page, providing their details along with the referrer’s account number and email address.

Timeline for Receiving Rewards

  • General Timeline: Reward codes are typically sent via email within 30 days after the referred friend’s account is funded, provided all eligibility requirements are met.

  • Specific Dates: In some cases, vouchers are issued between the 8th and 10th of the month following the funding confirmation.

Steps to Claim Your Reward

  1. Refer a friend using your unique referral link or code.

  2. Ensure your friend opens a qualifying account and funds it with at least £10,000 within 120 days.

  3. Have your friend visit the referral claim page to submit their details and your information.

  4. Wait for the reward code to be emailed within 30 days of funding confirmation.

Common Issues and Resolutions

  1. Missing Vouchers: If you or your referred friend have not received the voucher within the expected timeframe, ensure that:

    • All eligibility criteria were met.

    • The referral claim was submitted correctly. If issues persist, contact the AJ Bell customer offers team for assistance.

  2. Forgotten Referral Code: Unfortunately, if the referral link or code was not used during account opening, the reward cannot be claimed retroactively.

Contact Information

For unresolved issues or further assistance, contact the AJ Bell customer offers team. They can verify your referral status and ensure the reward is processed if all criteria are met.

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