Soon we’ll not be supporting this browser anymore.
This means our website may not look and work as you would expect. Read more about browsers and how to update them here.

Skip to main content
  • Register
  • Help
  • Contact us

What can I do with LoyaltyU?

There are three options for loyalty bonus earned on funds bought after 1 April 2014;

Automatically reinvested (Largest Holding)

Your loyalty bonus will be automatically reinvested into your largest holding when it reaches a minimum of £10.00. The automatic reinvestments take place monthly.

Automatically reinvested (Your Choice)

You can choose a fund from your current holdings where your loyalty bonus will be automatically reinvested into each month, when it reaches a minimum of £10.00.

Reinvest when you choose

Your loyalty bonus will be held in your income account as cash pending a reinvestment instruction from you. Under the rules of our regulator, the Financial Conduct Authority (FCA), loyalty bonus payments must be reinvested back into a fund. We are unable to pay this money out to your bank account or use it to pay fees. When your loyalty bonus has reached a minimum of £10.00 (or more) you will then, at a time of your choosing, be able to invest the balance in any of the funds (unit trusts/OEICs) you hold at that time. The minimum investment is £10.00 per fund.

Still need help?

Contact us

Email us