For Direct online clients only

Our loyalty programme

With our Direct Investment Service you could take advantage of one or more of our loyalty offers.

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Benefits of our loyalty programme

Exclusively for our online Direct Investment Service clients. Further details can be found at the end of this page.

Refer friends and family

You could receive a Referral Reward of up to £1,000 when you refer your friends and family, depending on the amount they transfer in.

Save while you trade

We will waive your stocks and shares platform fee when you place a chargeable trade in a given month.


For clients who hold £30,000 or more with us, across your accounts, we offer a free SIPP wrapper (normally £100).

Savings for larger holdings

We offer tiered pricing, meaning you pay less on the additional money you hold with us.

Fee waivers

6 month fee waiver when you transfer £200,000 or more.

Help with your tax return

We will provide you with a comprehensive Capital Gains Report on request.


You could be eligible for up to £1,500 cashback if you transfer your cash and/or investments held with another provider to Charles Stanley Direct.

Don’t miss out - available until 17th March

The amount of cashback you could earn increases the more you transfer and applies to Stocks & Shares ISAs, Junior ISAs, Self-Invested Personal Pensions and General Investment Accounts.
See the terms and conditions for more information on how the offer works or contact our Helpdesk.

    Further details on our loyalty scheme