Terms of the cashback offer

1. We will pay a cashback of 0.25% of the value of funds transferred to our agency except in the following circumstances:
   a) Where your funds held directly with a fund manager cannot be re-registered to Fidelity FundsNetwork.
   b) Where your investment is one of the following types: Bank/Building Society Account, Cash ISA, Life Policy, Pension, Single Company Share, With Profits/Investment Bond.
2. The maximum amount we will pay is £1,000.00.
3. If your funds are already held with Aegon, but through another agent, you will still qualify for our cashback, but will be required to complete a different Agency Appointment Form. This can be sent to you on request.
4. No cashback will be paid on funds already held under our agency.
5. For the purpose of calculating the cashback due we will use the advised initial valuation of funds at the time the change of agency to us has been effected.
6. The offer applies to stocks and shares ISAs and General Investment Accounts.
7. Cheques will be issued within 5 weeks of the completed change of agency. By completed change of agency, we mean when all your funds (that can be transferred) have been successfully converted to our agency.

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