BACKGROUND

We have partnered with InvestEngine to help our customers invest their money, setting up a tax pot to get up to a 5.2% return*, saving for retirement, or putting their business’ spare cash to work in the markets. 1^st Formations customers get an exclusive variable bonus when they join.

What does InvestEngine offer?

InvestEngine offers everything customers need for better investing. They pair exceptional value and simply-powerful investing automation with ETFs from the likes of Invesco, JP Morgan, and Vanguard, to give customers all they need to grow their wealth. Individuals can invest via our zero-fee ISA, Personal Account or low-cost SIPP, while SMEs can invest via the InvestEngine Business Account.

How do customers get the exclusive variable bonus?

The referral is available on our Partners Offers page.

On InvestEngine’s website, customers just need to sign up and fund their account to have the bonus automatically applied.

How much will InvestEngine cost customers?

Business Accounts are free of charge. InvestEngine will charge a fee of 0.25% a year for their Managed portfolios (ETF costs also apply) or DIY investing service is fee‑free, with no buying and selling costs and no account charges (all you pay is ETF costs). It also includes free tools to help customers invest.

Affiliate link

https://investengine.pxf.io/c/2707381/2049521/13581

* Rates correct as of 03/07/2024