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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.

1. 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”).
2. 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.
3. 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.
4. 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.
5. 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.
6. 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.
7. 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.
8. 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.
9. The Satisfaction Promise Refund cannot be used in conjunction with any other promotional offer.
10. 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.
11. This Satisfaction Promise Refund is not regulated by the FCA.
12. This offer is not open to employees of Hargreaves Lansdown or their immediate families.
13. 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.
14. This offer is governed by English law and, in participating, you submit to the jurisdiction of the English courts.
15. 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.