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The Cashback for Bank or Investment Accounts Discussion Thread

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Comments

  • winkowinko
    winkowinko Posts: 298 Forumite
    100 Posts First Anniversary Name Dropper
    Has anyone done the Charles Stanley Direct offer on TCB?

    Charles Stanley Direct Offers, Discounts & Cashback Deals

    Presumably you can receive the bonus for each one you open (SIPP/ISA/GIA), or is it capped at 1 per person?
  • Shedman
    Shedman Posts: 1,607 Forumite
    Part of the Furniture 1,000 Posts Photogenic Name Dropper
    edited Today at 8:04PM
    Has anyone done the Charles Stanley Direct offer on TCB?

    Charles Stanley Direct Offers, Discounts & Cashback Deals

    Presumably you can receive the bonus for each one you open (SIPP/ISA/GIA), or is it capped at 1 per person?
    To me it seems to be difficult to pick out from the T&Cs on TCB what, if any, are the requirements to qualify for the cashback.  Obviously one is the need to put £500 in but the other T&Cs are a bit strange (well to me anyway).  I don't get what reference to Actions in the 2nd bullet point is about.  And what's the 3rd bullet point about account funded transactions being batch uploaded after 6 months....is this indicating you need to hold on to the account for at least 6 months?   

    On the face of it it looks a good offer (£150 for the Investment account) and if pick one of their multi asset funds then no platform fees.  Might have a punt.


  • winkowinko
    winkowinko Posts: 298 Forumite
    100 Posts First Anniversary Name Dropper
    Yes, the t's and c's aren't clear, and also seem to be lacking info on things like the funding window for example.

    Just wondered if anyone has had any success. On the face of it, it looks like there's £500 to be made for opening 3 accounts, each with only £500 in.
  • Shedman
    Shedman Posts: 1,607 Forumite
    Part of the Furniture 1,000 Posts Photogenic Name Dropper
    Yes, the t's and c's aren't clear, and also seem to be lacking info on things like the funding window for example.

    Just wondered if anyone has had any success. On the face of it, it looks like there's £500 to be made for opening 3 accounts, each with only £500 in.
    From the 4th bullet point it would seem that 30 days from opening is the funding window otherwise CS reserve the right to decline commissions 
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