Terms and Conditions

Refer friends and family

Either receive 50 or £100 Amazon vouchers when you refer your friends and family. Details of this offer are outlined below

Get your referral code


  1. This offer is available exclusively to you having been personally invited to participate in the Charles Stanley Direct Referral Scheme.
  2. This offer should only be sent to people with whom you have an existing relationship with such as friends or family and who consent to receiving this type of message.
  3. Anyone referred must be over the age of 18 and not already an existing client of Charles Stanley Direct. Their application will be subject to our approval and Charles Stanley’s Direct Business Terms will apply.
  4. This offer cannot be used in conjunction with any other promotional offer, the highest value offer will be applied in case of eligibility to more than one promotional offer.
  5. There is no limit to the number of referrals you can make, each will be eligible for reward independently of the others. However, only one reward will be offered for each referral after the three month holding period and no retrospective rewards will be given for any referral already rewarded under this offer.
  6. The reward offer is in the form of Amazon vouchers, to be issued within 45 days by email once the value of the assets have been held by any referred client at the relevant level for a minimum of three calendar months. The relevant levels are;
  7. £15,000 or more where a £100 voucher is offered to be split between the referrer and the referee; or
  8. £50,000 or more, where a £100 voucher is offered to both the referrer and the referee


  1. Charles Stanley reserves the right to withdraw the offer at any time without prior notice in cases of suspected abuse, fraud or violation of its rules.
  2. This offer is subject to, and governed by, Charles Stanley Direct Business Terms and the general law. If there is a conflict between (a) the terms of this offer; and (b) Charles Stanley Direct Business Terms, the latter will prevail.
  3. Charles Stanley reserves the right to change, terminate or withdraw this offer without prior notice due to unexpected operational constraints.
  4. For any missing reward vouchers, please contact the Helpdesk on [email protected] or by secure message via the website.
  5. If you have any questions or would like to make a complaint regarding the offer, please write to us at Charles Stanley & Co. Limited, 55, Bishopsgate, London, EC2N 3AS.
  6. If any provision of these terms and conditions is held invalid by any law, rule, order or regulation, or by final determination of a court of competent jurisdiction, such invalidity shall not affect the enforceability of any other provisions not held to be invalid.
  7. The offer is governed by English law and is subject to the exclusive jurisdiction of the English Courts or any court in the United Kingdom which is able to hear the case. Charles Stanley & Co. Limited is the promoter of this offer. Charles Stanley & Co. Limited is responsible for the administration and conduct of this offer including, without limit, any variation and/or cancellation of the offer.
  8. Charles Stanley & Co. Limited is authorised and regulated by the Financial Conduct Authority, whose address is 12 Endeavour Square, London E20 1JN, www.fca.org.uk, and is a member of the London Stock Exchange. Our firm registration number is 124412. Charles Stanley & Co. Limited is covered by the Financial Services Compensation Scheme. There is more information about this in the Charles Stanley Direct Business Terms.
  9. By participating in this offer you accept and agree to be bound by these terms and conditions.