allaince & leicester pay you 25 quid for a financial review?

Time is precious, that's why we'll pay for yours!

Exclusive to Plus Benefit customers
Get £25 for having a financial review
Get £50 for buying selected investment products
Get £50 for buying selected protection products
Terms and conditions apply
Expert advice, no obligation

Take advantage of this Plus Benefit - arrange a call back or call 08000 686699† quoting INV91 to arrange an appointment with a financial advisor.
Important Information

†Our lines are open 8am-9pm weekdays and 8am-4pm Saturdays. Calls are free from UK landlines although call charges may vary from mobile phones. Telephone calls will be recorded for security, quality control and training purposes.

<p>The offer is available to Plus Benefits customers (Premier Current Account and Premier Direct Current Account) that meet the terms of their current account.</p>

<p>The offer entitles Plus Benefit customers to claim up to £125 cashback as follows: £25 for completing a full no obligation financial review, £50 if one (or more) investment products are purchased and £50 if one (or more) protection products are purchased, through an Alliance & Leicester Financial Advisor.</p>

<p>Only one £25 cashback payment will be made for single or joint financial reviews. Only one £50 cashback payment will be made for the purchase of one (or more) investment policies in single or joint names. Only one £50 cashback payment will be made for the purchase of one (or more) protection policies in single or joint names.</p>

<p>Only one £25 financial review cashback claim can be made per customer.</p>

<p>If a full financial review has not been completed, £25 cashback will not be issued, we reserve the right to make this payment at our discretion.</p>

<p>If a financial review spans over more than one session you will be entitled to one £25 cashback payment only.</p>

<p>Qualifying Investment products: Investment Bonds, Unit Trusts, Stocks & Shares Individual Savings Accounts (ISAs), Structured products, Guaranteed Equity Bonds (over £3,000). Qualifying Protection products: Non-mortgage related Life Assurance, Non-mortgage related Life & Critical Illness Cover, Non-mortgage related Critical Illness Cover, Whole of Life, Family & Personal Income Plan and Income Protection Benefit. Investment product not included as part of the cashback offer : Balanced Savings & Investment Plan.</p>

<p>Your entitlement to the cashback payment is subject to the following: 1. Receipt of the fully completed and signed Investment & Protection Plus Offer Cashback Form 2. Completion of a financial review 3. Adhering to these terms and conditions 4. (If appropriate) purchase of an investment product 5. (If appropriate) purchase of a protection product.</p>

<p>Protection applications are subject to underwriting and acceptance, acceptance is not guaranteed. If your protection application is declined, or you decide not to proceed with it, the £50 cashback payment will not be made for this element of the offer.</p>

<p>Any protection policy which starts after 3 months from application will not be entitled to £50 cashback for this element of the offer.</p>

<p>Terms and conditions apply to each product.</p>

<p>This offer cannot be used in conjunction with purchase of Balanced Savings & Investments Plan (BSIP).</p>

<p>Alliance & Leicester reserve the right to re-claim the cashback payment(s) if you cancel the investment and/or protection policy at any time.</p>

<p>Alliance & Leicester reserve the right to withdraw or amend this offer at any time and without prior notification.</p>

<p>The cashback payment will be credited to the PlusSaver Account detailed in the Investment & Protection Plus Offer Cashback Form if a PlusSaver account is held. If a PlusSaver account is not held the cashback payment will be credited to the Premier / Premier Direct Account detailed on the Investment & Protection Plus Offer Cashback Form.</p>

<p>If you complete a financial review and do not buy an investment and/or protection product, a £25 cashback payment will be made within approximately 60 days after your financial review. If an investment and/or protection product is purchased, the total cashback payment will be made within approximately 60 days after all policies have started (please note that protection policies are subject to underwriting requirements and could take several weeks to start).</p>