Terms for this offer from Fidelity

Offer details valid from Thursday, 2 December 2021  

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Key Conditions to Redeem the Rewards (“Fidelity Term”)

These are Fidelity’s terms and conditions for your participation in the ISA refer-a-friend program and to redeem the rewards and in addition to ‘Mention Me Full Terms and Conditions’. It does not replace the ‘Mention Me Full Terms and Conditions’ (including their Privacy Policy and/or Amazon Terms (together referred as “Third Party Terms”). Fidelity Terms are supplement to the Third Party terms and in case of conflict both set of terms should be read together without affecting the essence of the relevant terms and in case of such conflict, the Fidelity Terms will prevail.

Only referrals which have made three months prior to the original transaction date of the referee will be eligible for the refer-a-friend offer. We will not be able to retrospectively add or honour any referrals made before this date.

  1. The referrer is offered a £100 Amazon.co.uk Gift Card for each friend who opens a new ISA account completely via an online transaction and invests an initial deposit of £5,000 or more for the first time (“Offer”).
  2. To qualify for the Offer the referred friend needs to be a brand-new Fidelity customer. i.e. the individual must not hold any other investments or regular savings plans with Fidelity. If the individual has previously held investments with Fidelity, they need to have had a balance of zero for 3 years or more.
  3. The offer will only be applicable if the referee’s initial investment is a lump sum deposit of £5,000 or more paid for completely online via a Debit Card or through internet banking into a new ISA. ISA transfers, ISA regular savings plans and Junior ISAs will not qualify for the reward.
  4. The referrer will have 6 months from signing up to the refer-a-friend offer to refer friends (the "referrer validity period") and referees will have 2 weeks from signing up to the Offer to invest in order to be eligible for the reward (the "referee validity period").
  5. The reward will not be given if the referee is an existing customer topping up their ISA investments.
  6. The initial deposit made by the referee (friend) needs to be made before the end of the referee validity period and after being referred by an existing Fidelity customer who has joined the Fidelity refer-a-friend offer.
  7. The Offer will only be applicable if the individual has completed the entire ISA application online in one continual transaction on www.fidelity.co.uk. If an individual needs to be verified first due to anti-money laundering, tracking will be lost and the referral will not be able to be validated and therefore neither the referrer or the referee will receive a reward. Similarly, if the referee completes the transactions via an offline payment method, such as by cheque, then such transaction will not be eligible for the rewards. Only online payments via Debit Cards or internet banking will be eligible for the rewards.
  8. The referrer is required to be an existing Fidelity Personal Investing customer and must be over the age of 18 years (this overrides any age limit stated in the Mention Me terms and conditions). Customers who are either working with a financial ‘adviser’ or investing through the third party website of an ‘intermediary’ (such as Cavendish Online) will not eligible for this Offer.
  9. The offer will only be applicable for applications completed online via www.fidelity.co.uk from within the United Kingdom.
  10. Fidelity employees and its contracted staff are not eligible to be referrers and will not receive a reward.
  11. Rewards will be cumulative and so if multiple qualifying referrals are made to Fidelity, multiple rewards will be delivered to the referrer, subject to a limit. A referrer may not earn more 1500 GBP of reward value within the referrer validity period.
  12. Rewards will be emailed to the referrer (using the email address provided in the referral Offer sign up process) once the referred friend's investment has been validated by Fidelity. We aim to complete this process within 120 days of the referral transaction being completed.
  13. The referrer will be notified by email when the reward has been earned.
  14. The reward supplied will be valid according to Amazon.co.uk’s terms and conditions, please see Amazon.co.uk’s website for full T&Cs: https://www.amazon.co.uk/gp/help/customer/display.html?nodeId=200272910
  15. Referral offers cannot be combined with any other offers, such as a 3rd party cashback offers or discount vouchers. If a referee has opened a new account by making an online transaction via a cashback site, they will only be approved for cashback and will not be eligible for the rewards under the Offer . This means neither the referee nor their referrer will receive the Amazon.co.uk Gift Card reward.
  16. Fidelity reserves the right to refuse the issue of any reward to any referred friend or referrer at any time.
  17. Fidelity reserves the right to vary any or all elements of this offer at any time without notice.
  18. Fidelity will be purchasing the rewards (for example from 3rd party retailers) and will be providing these to Mention Me who will be sending out the rewards by email to eligible customers on behalf of Fidelity.
  19. If the referred friend withdraws their qualifying investment from Fidelity ISA, or adds an adviser to their account, or transfers or re-registers their assets to another provider, within the 12-month period from the date of their investment, Fidelity reserves the right not to issue the Amazon Gift Card(s) and/or cancel any unused Amazon Gift Card(s) issued as part of this Offer.
  20. Investments made in instalments which is equal up to or more than £5,000 will not qualify as a valid transaction for the rewards under this Offer. Only one initial lump sum investment of £5,000 or more in a new ISA account will be valid and eligible transaction under this Offer.
  21. If the referee withdraws their qualifying investment from Fidelity ISA, or adds an adviser to their account, or transfers or re-registers their assets to another provider, within the 12-month period from the date of investment, Fidelity reserves the right not to issue the Amazon Gift Card(s) and/or cancel any unused Amazon Gift Card(s) issued as part of this offer.
  22. Former Legal & General Investment Management (LGIM) customers who have been migrated over to a Fidelity account, will not be eligible as referees as they will be treated as existing customer. However, they can sign up as a referrer and refer their friends and participate in this Offer.
  23. You will be sent a reward email to the email address you use to sign up to the scheme. This will take you to a web page where you will be able to enter an email address/mobile number in order to redeem your code. You will have 120 days between being issued your reward email and redeeming your code. Once this time period passes, your reward will no longer be available to redeem, and we will be unable to issue another.

Fidelity refer-a-friend T&Cs

  1. By visiting the Offer website and /or by sharing the promotional code with your friends, you agree to participate in ‘Refer-a-Friend’ program and bound by the Offer T&Cs.
  2. ISA refer-a-friend offer is valid for the validation periods indicated above (the “Referrer validity period" and "Referee validity period").
  3. This Offer is managed and run by a third party service provider (Mention Me). You acknowledge and agree to be bound by Fidelity Terms, Third Party T&Cs as referred herein on this page (“Offer T&Cs”).
  4. You acknowledge and agree to be bound by ‘Mention Me Full Terms and Conditions’ (including their Privacy Policy).
  5. For sending the referral emails or promotional code you are not required to disclose any personal information of the recipients. Personal Information will be disclosed by the recipients of promo code / link directly if they opt to participate in the Offers.
  6. Fidelity shall not be liable for use and processing of your and/or your friend’s personal information received by third parties (including Mention Me / Amazon) under this Program.
  7. For each eligible new ISA account (with an initial deposit of £5,000 or more) opened by your friend, you and your friend shall each receive a £100 Amazon.co.uk Gift Card. As a referrer your eligibility to receive the maximum rewards for multiple referrals is limited to £3000 Amazon.co.uk Gift Cards. For eligible referred friend the reward is limited to one £100 Amazon.co.uk Gift Card.
  8. The reward will be issued only if your referred friend is not Fidelity’s existing customer (ISA or any other account) and such new account meets other criteria, including any minimum deposit criteria.
  9. No rewards will be issued for opening of new ISA transfers, ISA regular savings plans and Junior ISAs (even if referred by you).
  10. The rewards will not be issued if the account is not opened before the closure of the referee validity period for any reason (including for rejection of applications due to non-compliance with applicable laws).
  11. Supply and redemption of Amazon.co.uk Gift Cards will be subject to Amazon T&Cs.
  12. The Offer is non-transferable, non-assignable and cannot be combined with other offers / rewards, or cannot be redeemed by any other person except as otherwise permitted by Amazon.co.uk in accordance with Amazon.co.uk terms and conditions.
  13. Fidelity reserves the right to change, withdraw and/or cancel this Offer at any time without notice.
  14. Subject to other provisions, Fidelity’s only responsibility shall be issuance of the reward for the eligible referral transactions.
  15. Fidelity shall not be liable for your failure to redeem the reward within Amazon.co.uk's validity period (if any) or change in T&Cs or loss of the Gift Card code received by you.
  16. Rewards will be issued only as Amazon.co.uk Gift Cards and will not be paid in cash or account transfer.
  17. If you wish to be removed from the Fidelity Refer-a-Friend offer please email FIL - Marketing Queries with your name and the email address that you would like to be removed, clearly stating you wished to be removed from the refer-a-friend offer only.
  18. To the extent permitted under laws, you acknowledge and agree that Fidelity disclaims all liabilities, warranties, obligations related to your participation in the program, whether express or implied.
  19. IN NO EVENT FIDELITY SHALL BE LIABLE FOR INDIRECT OR CONSEQUENTIAL DAMAGES OR ANY OTHER FINANCIAL LOSS, LOSS OF PROFIT, LOSS OF SAVING, LOSS OF INCOME. IN ANY AND ALL EVENTS FIDELITY’S MAXIMUM LIABILITY TO YOU (REFERRER OR REFERRED PERSON) SHALL BE LIMITED TO THE AMAZON.CO.UK GIFT CARDS EQUAL TO £ 100 FOR EACH SUCCESSFUL REFERRAL BUT IN CASE OF ANY REFERRER SUBJECT TO AFORESAID CAP OF £3000.00 PROVIDED OTHER CONDITIONS OF THE OFFER ARE MET.
  20. ISA TRANSFERS, REGULAR SAVINGS PLANS AND JUNIOR ISAS WILL NOT QUALIFY. EXCLUSIONS, T&Cs, ISA & TAX RULES APPLY. CAPITAL AT RISK.
  21. You will be sent a reward email to the email address you use to sign up to the scheme. This will take you to a web page where you will be able to enter an email address/mobile number in order to redeem your code. You will have 120 days between being issued your reward email and redeeming your code. Once this time period passes, your reward will no longer be available to redeem, and we will be unable to issue another.

*Restrictions apply, see www.amazon.co.uk/gc-legal.

Full terms and conditions valid from Friday, 7 August 2020, v.1.3 (English (UK))

1. These Terms and Conditions

1.1. Mention Me Limited are registered in England and Wales under company number 08382730 with a registered office at 20-22 Wenlock Road, London, N1 7GU ("we", "our" or "Mention Me"). Mention Me’s UK VAT number is 177039686. Should you have any questions on these terms please get in contact with us at support@mention-me.com.

1.2. Mention Me provides the technology, support and administration services (the "Services") to enable merchants (the "Merchant") to run programmes (each a "Programme") through which they can offer their customers or clients rewards ("Rewards"). These Programmes may include the following services:

       1.2.1. refer-a-friend services where customers or clients are offered Rewards in exchange for those customers or clients ("Referrers") referring their friends ("Referred Friends") to the Merchant’s products or services (the "Merchant Goods or Services"); and

       1.2.2. such other services where customers or clients are offered Rewards or the option to provide feedback to Merchants.

1.3. These terms apply to individuals who are accessing or using a Programme as a Referrer, a Referred Friend and/or otherwise a customer and the use of "User" or "you" shall be a reference to any of these terms as the context permits.

1.4. By participating in a Programme and using the Services, Users agree to these Terms and Conditions. If you do not agree to these Terms and Conditions in their entirety you should not participate in the Programme in any manner. Users may not participate in the Programme where doing so would be prohibited by any applicable law or regulations.

1.5. We reserve the right to modify or amend at any time these Terms and Conditions. Any amendments or new terms and conditions will be available on our website and/or via the landing page of the website where the relevant Programme is being offered. The Terms and Conditions that apply to you shall be the Terms and Conditions published at the time you participate in the relevant Programme.

2. The Programme

2.1. The Programme, and your participation in it, is also subject to the Programme Terms and Conditions which are made available on the webpage where the relevant Programme is being offered.

2.2. You acknowledge and agree that the Programme is being offered and made available by the relevant Merchant. Mention Me’s role and responsibility is limited to providing technology, administration and support services to the Merchant in connection with the Programme.

2.3. By agreeing to these Terms and Conditions and participating in a Programme you confirm that:

       2.3.1. You are at least the minimum age permitted by applicable law to enter into these Terms and Conditions;

       2.3.2. all of the information you have or will provide to Mention Me during your receipt of the Services is true and accurate, to the best of your knowledge; and

       2.3.3. You are responsible for configuring and maintaining your hardware, software and network connection to enable you to access any Mention Me Platform (as defined below).

2.4 You agree that you will not, whilst using the Mention Me Services or accessing the Mention Me Platform:

       2.4.1. use the Services for any illegal or immoral purposes, or for any purpose other than your participation in a Programme;

       2.4.2. use the Services in any way that interrupts, damages or impairs them, or otherwise renders the Services less efficient;

       2.4.3. impersonate any other person (living or dead), misrepresent your connection with a person or entity, or provide false or otherwise misleading information; and

       2.4.4. access or attempt to access the accounts of other users or to penetrate or attempt to penetrate the security measures of the Mention Me Platform.

2.5. When you send a communication to a Referred Friend, you confirm that:

       2.5.1. any such Referred Friend is personally known to you;

       2.5.2. You have, where reasonably practical, obtained the consent of the Referred Friend before contacting them;

       2.5.3. You understand that you are the sender of all communications under the Services, and you should comply with all applicable laws in relation to the sending of electronic communications; and

       2.5.4. You will not enter or otherwise use information of any third party or Referred Friend in order to use the Services for any bulk email distribution, distribution to strangers, or any other promotion of a personal link in a manner that would constitute or appear to constitute (in Mention Me’s sole discretion) unsolicited commercial email or "spam".

2.6. For a User to qualify for a Reward, a Referred Friend must:

       2.6.1. not be a current customer and have never been a customer of the Merchant under any email address or alias;

       2.6.2. have purchased goods or services from the Merchant having accessed the Programme; and

       2.6.3. comply with any other criteria notified to it.

2.7. If we reasonably believe that you have breached any of these Terms and Conditions, we reserve the right to immediately suspend or terminate your use of the Services without notifying you, and without further liability to you, including without any liability in respect of you no longer being able to participate in or benefit from any Programme.

2.8. We will not charge you a fee for receiving the Services. We may receive a payment from the relevant Merchant for your participation in the Programme.

3. Our Obligations to you

3.1. Our obligations to you under these Terms and Conditions are limited to Mention Me using commercially reasonable endeavours to provide the Services to you in respect of your selected Programme.

3.2. All Programmes are independently operated by Merchants under separate Merchant Terms and Conditions. To benefit from any Programme, you must enter into an independent agreement between you and the relevant Merchant, which Mention Me will not be a party to and under which we will have no rights or obligations.

3.3. Whilst we take reasonable steps to ensure Merchants operate responsibly and in compliance with applicable laws, Mention Me has no control over the operation of any Programme, and will not be liable for:

       3.3.1. the performance of any Merchant under any Merchant Terms and Conditions;

       3.3.2. the variation, suspension or cancellation of any Programme;

       3.3.3. the offer, redemption or fulfilment of any Reward to you or any Referred Friend under any Programme; or

       3.3.4. the supply of any Merchant Goods or Services to you or any Referred Friend by a Merchant under or in relation to a Programme.

3.4. We reserve the right to suspend or terminate the provision of  some or all Services to the Merchant in respect of any Programme (whether generally or in respect of a specific User) at any time upon receipt of a request to do so by the Merchant or if we reasonably consider that such suspension of the services is necessary in the interests of Mention Me, the Merchant or any User.

3.5. Please be aware that internet transmissions are never completely private or secure and that any message or information you send using any Mention Me Platform may be read or intercepted by others, even if there is a special notice that a particular transmission is encrypted.

3.6. Users will be provided with a unique and personal Mention Me "sharing dashboard" page or account to view their referrals and any Rewards to which they are entitled.

4. Data Protection

4.1. You agree that Mention Me (in its capacity as data processor for the Merchant) may receive and use your personal data (including, without limitation, your name, telephone number, email address and postal address) in connection with and for the purposes of administering the Programme (the "Personal Data").

4.2. All Personal Data held by Mention Me is dealt with strictly in accordance with our Privacy Policy, a copy of which can be viewed here.

4.3. We do not knowingly process personal data from children. If you are a child do not use or provide any information about yourself including without limitation your name, address, email address or screen name or user name you may use. If we learn that we have collected or received personal data from a child without verification of parental consent, we will delete that information. If you believe that we may have any information from or about a child, please contact us at the email address above.

5. Web pages hosted by Mention Me

5.1. Certain of the web pages you visit or IT infrastructure you use in connection with the Programme may be hosted or operated by Mention Me (the "Mention Me Platform"). We do not guarantee that the Mention Me Platform will be secure or free from bugs or viruses.

5.2. You are responsible for configuring your information technology, computer programmes and platform to access our site. You should use your own virus protection software.

5.3. You must not misuse the Mention Me Platform by knowingly introducing viruses, trojans, worms, logic bombs or other material that is malicious or technologically harmful. You must not attempt to gain unauthorised access to our site, the server on which our site is stored or any server, computer or database connected to our site. You must not attack our site via a denial-of-service attack or a distributed denial-of service attack.

5.4. Web pages we operate, including the Mention Me Platform, may contain links to other independent web pages which are not operated by Mention Me, including those operated by Merchants. Such independent sites are not under Mention Me’s control, and we are not liable for, and give no warranty or guarantee of any sort, that we have checked, screened or approved their content or their privacy policies in any way.

5.5. You will need to make your own independent judgement about whether to use any such third party sites, including whether to buy any products or services offered by them.

6. Intellectual Property Rights

6.1. The Services, the Mention Me Platform, and all information and materials contained on or in them, and all intellectual property rights which are expressed or embodied in any of them are the property of Mention Me or our licensors, and nothing in these Terms and Conditions is intended to transfer any rights in any of them.

6.2. You agree that any comments, communications, ideas or other materials or information ("Customer Suggestions") that you may provide to us through or in relation to the Services and the website is provided on a non-confidential basis. Furthermore, you agree that any Customer Suggestions you provide will be deemed to be our property once supplied to us and you assign all and any intellectual property rights that may exist in the Customer Suggestions to us. We will be under no restriction in relation to the Customer Suggestions and may use it as we see fit.

7. Our liability

7.1. No part of these Terms and Conditions are intended to exclude or limit in any way our liability to you where it would be unlawful to do so. This includes our liability for:

7.1.1. death or personal injury caused by our negligence or the negligence of our employees, agents or subcontractors; or

       7.1.2. fraud or fraudulent misrepresentation.

7.2. We will not be liable to you for any financial or economic loss or for any consequential or indirect loss such as loss to reputation, lost bargain, lost profit, loss of anticipated savings or lost opportunity arising as a result of or in connection with your participation in the Programme (whether suffered or incurred as a result of our negligence or otherwise).

7.3. For the avoidance of doubt, the liability excluded under clause 7 includes any loss arising from your dealings with any Merchant or arising from the Merchant Goods or Services and we shall have no liability to you whatsoever for any act or omission of the Merchant in connection with the Merchant Goods or Services or any of the matters set out in clause 3.3 above.

7.4. No part of these Terms and Conditions are intended to affect your legal rights.

8. General

8.1. No term of these Terms and Conditions will be enforceable by virtue of the Contract (Rights of Third Parties) Act 1999 by any person that is not a party to it.

8.2. We may assign or sub-contract any of our rights or obligations under these Terms and Conditions.

8.3. If any provision of these Terms and Conditions is prohibited by law or judged by a court to be unlawful, void or unenforceable, the provision shall, to the extent required, be severed from these Terms and Conditions and rendered ineffective as far as possible without modifying the remaining provisions of these Terms and Conditions and shall not in any way affect any other circumstances of or the validity or enforcement of these Terms and Conditions.

8.4. The agreement between you and Mention Me under these Terms and Conditions is personal to you and may not be transferred by you to any third party.

8.5. These Terms and Conditions shall be governed by English law and you agree that any dispute (contractual or non-contractual) arising out of or in connection with these Terms shall be submitted to the exclusive jurisdiction of the courts of England.

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