Orbis £100 match offer - Now Ended

MallyGirl

yes - I see JISA getting £3.71 and SIA getting £7.45. I only put the minimum £100 in each to get the matching bonus.

Alexland

MallyGirl you must have been in the equities fund as the balanced was more generous with our GIAs distributing 10.52 so we end with 195.67 cash (had reinvest switched off).

Alex

fiisch

At what point can we draw out funds and close the ISA, without losing the £100 bonus?

Considering closing the wife's and consolidating with mine....

Alexland

12 months after the initial fund purchase completing.

For some of us that will be ealier than others but you can see the trade history in your account.

If in doubt you could ask them via the online chat.

mamabuddah

Aaah....now there’s something I didn’t notice at the start...the option to reinvest or hold as uninvested cash...as a complete numpty...lol...as the investment didn’t actually make anything even after the “distribution” was added...still below the £200 total investment, does that mean, as I read it, no fees are due, there’s nothing to reinvest and it can all be withdrawn in March.

Is there any possibility they will run the same offer again this year...invest min £100 and they will match?

buyhighselllow

mamabuddah wrote: »

Aaah....now there’s something I didn’t notice at the start...the option to reinvest or hold as uninvested cash...as a complete numpty...lol...as the investment didn’t actually make anything even after the “distribution” was added...still below the £200 total investment, does that mean, as I read it, no fees are due, there’s nothing to reinvest and it can all be withdrawn in March.

Is there any possibility they will run the same offer again this year...invest min £100 and they will match?

Well you invested £100 which is now nearly worth £200, so I wouldn't complain !!

mamabuddah

Wasn’t actually complaining, just wondering...obviously there are more things to condpsider when you sign up...but in the second part...”are they offering again”

buyhighselllow

Dividends reinvested into both funds gives me the following 1 year performance, with bonus included

£100 invested into Global balanced fund= £187.10

£100 invested into Global equity fund= £176.99

Would be neater to just sell these up now and take the £164 profit and lump it into my Vanguard funds ?

buyhighselllow

mamabuddah wrote: »

Wasn’t actually complaining, just wondering...obviously there are more things to condpsider when you sign up...but in the second part...”are they offering again”

you would think not, or only to new investors ?

Alexland

buyhighselllow wrote: »

Would be neater to just sell these up now and take the £164 profit and lump it into my Vanguard funds ?

For a small amount of money you might as well tidy up. I intend to keep the fee-free JISA only.

Mamabuddah I have no idea if they will run the offer again.

Alex