Loyalty Programme

Charles Stanley Direct Cashback offer

Get up to £1,500 cashback when you transfer your cash and/or investments to Charles Stanley Direct; details of this offer are outlined below.

Terms and conditions Loyalty programme

Cashback offer

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

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.

In addition to cashback, each time you refer a friend or family member to Charles Stanley Direct, you could receive up to £1,000, while your friend or family member could receive up to £1,500 (depending upon the amount transferred in and so long as the account opened is worth at least £20,000).

See the terms and conditions for more information on how the offer works or contact our Helpdesk.

    Why Charles Stanley Direct could be ideal for you

    With competitive charges, access to over 12,500 UK & International Shares, Funds, ETFs and Investment Trusts and one of the few “Flexible” ISAs available in the market, our service allows you to take control of your investments through our secure platform and app.

    Experienced investors

    Explore our Preferred List to help you choose investments that suit your risk appetite and objectives. Alternatively self-select from over 12,500 UK & international shares, funds, gilts, bonds, investment trusts and ETFs.

    Everything you need to know