This ISA calculator is an example - it doesn’t show what your investments will
actually be
worth. Remember investments can go down as well as up in value so you could get back less than you put in.
To make these calculations, we factored in a total of 1.25% in annual charges, but this could be lower or higher,
depending
on the investments you hold. We haven’t factored in inflation.
Tax rules can change and any benefits depend on your circumstances.
Investing is best considered for the long term (5 years or more).
Open an HL Stocks and Shares ISA, and if you’re not 100% satisfied with our service in your first 12 months,
close your account and let us know. We’ll then refund our annual account charge – no questions asked.
Open an HL Stocks and Shares ISA, and if you’re not 100% satisfied with our service
in your first 12 months, close your account and let us know. We’ll then refund our
annual account charge – no questions asked.
This offer is subject to these terms and conditions. The offer is that if you open
a HL Stocks and Shares ISA (the “HL Account”) and you are not completely satisfied
with the service and ask to close the HL Account within the first 12 months, we will
refund any annual charges you have paid to HL within that period in relation to the
HL Account (the “Satisfaction Promise Refund”).
To be eligible for the offer, you must be a new client. A new client is a person
who has not held an account with Hargreaves Lansdown Group. This offer will not
apply to any assets (which shall include cash) transferred from an existing
Hargreaves Lansdown account (whether or not in the same client’s name) into a new HL
Account.
In order to benefit from this offer, you must either close the HL Account or
request a transfer out of all your assets from the HL Account within a 12 month
period of opening the account. If you open an HL Account with a cash payment, the 12
month period will commence from the date the cash payment is made into the account.
If you open a HL Account with a transfer in of assets, the 12 month period will
begin from the date the first transfer of assets is received by HL from the previous
provider.
The value of your Satisfaction Promise Refund will be based on the total amount of
annual charges you have paid us from the date of account opening until closure of
the account. The value of the refund will be calculated at the point of account
closure.
To request your refund, all you need to do is contact our Helpdesk on 0117 900
9000 or email helpdesk@hl.co.uk within the first 12 months of your account opening.
Refunds will be made within 10 days of the account closure. The payment will be
made into your Loyalty Bonus account from which we will automatically pay it out to
your nominated bank account or by cheque at our discretion.
This offer only covers our annual charges. These are the charges levied by HL for
holding funds and/or shares. For more information about the charges for the HL
Account, please see the Terms and Conditions of the HL Service). For the avoidance
of doubt, this offer does not cover any other charges including but not limited to
dealing charges, foreign exchange charges, any investment losses or any charges
levied by third parties (such as fund management charges, including those levied by
Hargreaves Lansdown Fund Managers Ltd). Exit fees from other providers are not
included in this offer.
For the avoidance of doubt, a Satisfaction Promise Refund will only apply to the
closure of the qualifying HL Account, as identified at clause 1 above. The closure
of any other HL accounts will not qualify for a Satisfaction Promise Refund.
The Satisfaction Promise Refund cannot be used in conjunction with any other
promotional offer.
Our standard terms relating to your HL Account continue to apply (the Terms and
Conditions of the HL Service) and are not affected in any way by this offer other
than as specifically set out in these terms and conditions.
This Satisfaction Promise Refund is not regulated by the FCA.
This offer is not open to employees of Hargreaves Lansdown or their immediate
families.
We reserve the right to amend, suspend or withdraw this offer at any time by
providing notice on our website at www.hl.co.uk. We will provide at least 30 days’
notice of our intention to withdraw the offer. In the event of a closure of this
offer, all qualifying refunds requested up to the time of withdrawal will be
honoured.
This offer is governed by English law and, in participating, you submit to the
jurisdiction of the English courts.
References in these terms and conditions to “Hargreaves Lansdown”, “our”, “us” or
“we” are to Hargreaves Lansdown Asset Management Limited (company number 01896481),
authorised and regulated by the Financial Conduct Authority (FCA Register number
115248), whose registered office is at 1 College Square South, Anchor Road, Bristol,
BS1 5HL. References to the “Hargreaves Lansdown Group” are to Hargreaves Lansdown
plc (company number 02122142) and its subsidiaries from time to time.
To request more information simply call our Helpdesk on 0117 900 9000 or email helpdesk@hl.co.uk with your full name and
address.
Cashback
Take control of your financial future
Get more choice, clarity and control by transferring your ISAs to HL. Act by 30 June and receive cashback as a thank you. Terms apply