• A £50 voucher will be issued to both the referrer and the new referred individual on completion of a mortgage.
• Placing a Pension or Investment product On-Risk.
• Protection Policies need to be live for 3 months before the voucher will be issued
• Vouchers are not awarded for referring existing clients.
• In the event of a referral being received from difference sources, the reward will go to whichever referral was received first.
• The referred individual must provide the referrer’s name at the point of enquiry (referrers must not share the referred individual’s personal information).
• Available to UK residents aged 18 or over. Referrers may receive a voucher for each new client referral.
• The scheme is limited to one voucher per referred client. If the referred client is a couple and a joint application is processed this is classed as 1 client. If the couple take out separate individual policies this will be classed as 2 clients' and therefore eligible for 2 vouchers.