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. The cashback offer is available from 8 January 2024 to 29 February 2024 and applies to transfers to General Investment Accounts, ISAs, Junior ISAs, and SIPPs.

Don’t miss out - available between 8 January - 29 February 2024

The amount of cashback you could earn increases the more you transfer; details are outlined below:

  • The cashback payable under the offer
  • What you need to do
  • The terms and conditions of the cashback offer
  • Examples of how the cashback is paid

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). Please see the Refer friends and family terms and conditions for further information.

If you have any questions about the offer or your eligibility to claim cashback, please 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