Stocks and Shares ISA

If you're ready to proceed, make sure you have the following information with you:

• Your National Insurance number
• Debit card details (for a single payment)
• Bank or building society details (if you’re planning on setting up a regular savings plan)

If you want to top up a Stocks and Shares ISA you have with us you can log in and add cash.

In order to request exit fees re-imbursement you will be required to complete an exit fees re-imbursement form which you can download by clicking here, or request over the phone by calling us on 0333 300 3351.

Terms and conditions for re-imbursement of exit fees

This offer does not apply to any investments linked to an Adviser / Intermediary or third party.

Fidelity will reimburse the exit/redemption fees charged to a customer by their former provider/s when they move their investments (minimum of £100) to Fidelity Personal Investing, up to a maximum amount of £500 per customer.

An exit fee is an administration charge which is imposed by the former provider and arises directly as a result of processing the transfer or re-registration of the customer’s investments to Fidelity. Fidelity will not reimburse the customer for any loss of investment returns, loss of interest, dealing charges, penalties for transferring investments before their maturity dates or any other charges associated with your transfer or re-registration.

Where a re-registration or transfer is not possible and the customer chooses to sell their investments held through another provider and subsequently make new investment/s (minimum £10,000) through Fidelity Personal Investing, Fidelity will cover any account closure fees charged by the customer’s former provider (excluding any dealing charges) of up to £500 per customer. Fidelity will not cover any bid-offer spreads or any capital gains tax liability arising as a result of these transactions.

Exit and account closure fees reimbursement must be claimed within a 6 month period from date of transfer of the customer’s investments to Fidelity. Exit fees will be reimbursed for transfers and re-registrations and account closure fees will be reimbursed provided the conditions above are met. Products included: ISAs, Investment Accounts, EBS SIPP, Fidelity Personal Pension, Fidelity SIPP, Unit Trusts, OEICs, SICAVs, Exchange Traded Funds, Investment Trusts and Shares. 

To qualify for the reimbursement, the fees from the customer’s former provider must have been triggered as a direct result of the transfer or re-registration to Fidelity Personal Investing, or the closure of an account where the customer has subsequently (within 6 months) invested at least £10,000 through Fidelity Personal Investing. If the customer is transferring investments to more than one provider from their former provider at the same time, Fidelity will only reimburse the fees which are incurred as a result of direct transfer or re-registration to Fidelity. Other fees or charges unconnected with the transfer will not be reimbursed.

The completed Exit Fee Reimbursement Form and documentary evidence of the charge will need to be provided in order for the exit fees to be reimbursed to the customer. To claim the reimbursement of any account closure fees, documentary evidence of the closure fee levied will need to be provided to Fidelity, along with confirmation that a minimum of £10,000 has been invested with Fidelity within 6 months of incurring such closure fee.

The documentary evidence referred to above, must be either a copy of the charge confirmation letter from the former provider or a statement showing the charge being deducted.

Payment will be made to the customer by BACS when a bank mandate is held on the account. Alternatively, payment will be made by cheque.

Terms and Conditions

1. The promoter of this offer is Financial Administration Services Limited, Beech Gate Millfield Lane, Lower Kingswood, Surrey, KT20 6RP (“Fidelity”).
2. To be eligible you must:
   
   a) be 18 years of age or older and a UK resident. Fidelity employees and its contracted staff are not eligible to enter.
   b) make a Qualifying Investment (see Section 3 below) between 6 April 2025 and 31 May 2025, inclusive (“Prize Draw Period”).
    
3. Entry into the Prize Draw will constitute your acceptance of these terms and conditions. Entry will be automatic when you make a Qualifying Investment.
4. Where relevant, reference in these terms and conditions to the winner includes any person with whom the winner shares the prize.
5. Fidelity reserves the right to cancel or amend the Prize Draw or the rules without notice during the Prize Draw Period. Any cancellation of or changes to the prize draw will be notified to you on the Fidelity website.
6. If you do not wish to be entered into the Prize Draw, please call our contact centre on 0333 300 3350 and request to be removed from the draw, after you have made a Qualifying Investment. The contact centre is available between 8.30am and 5.30pm, Monday to Friday, and 9am and 12.30pm on Saturday.

1. The main cash prize

1.1 There is one main cash prize winner of up £20,000.

 1.2  The Prize Draw amount will match the total lump sum amount invested into a Fidelity 2025/26 ISA during   the Prize Draw Period. If multiple ISA investments are made during the Prize Draw Period, the total investment amount will qualify for entry to the cash Prize Draw and will be the prize amount payable. The prize money will be paid into your Fidelity Cash Management Account for you to invest or transfer to your bank account.

1.3 The cash prize winner will be selected at random after 31 May 2025 and will be notified via the email address that you have provided for your Fidelity account before 21 June 2025. Payment of the prize money will be made within 30 days of the notification.

2. The weekly cash prizes

2.1 In addition to the main cash Prize Draw we are also giving you the chance to win weekly cash prizes.

2.2 There are eight weekly draws during the Prize Draw Period, with 160 cash prizes of £250 each to be won in total.    

2.3 20 winners will be drawn for each week.

2.4  You will automatically be entered into our weekly prize draws starting from the week in which your Qualifying Investment is made. For example, if you invest in the first week of the Prize Draw Period, you will be entered into all eight weekly draws. 

2.5 Maximum one entry per person, per week.

2.6 The winners of the weekly prizes will be selected at random. All winners will be drawn after 31 May 2025 and notified via the email address that you have provided for your Fidelity account before 21 June 2025.  The prize money will be paid into your Fidelity Cash Management Account within 30 days of the notification, for you to invest or transfer to your bank account.

3. Qualifying Investment

3.1 A minimum lump sum investment of £5,000 made online (through the Fidelity Personal Investing website: fidelity.co.uk) directly into a Fidelity 2025/26 Stocks and Shares ISA during the Prize Draw Period.

The following examples, without limitation, will not be Qualifying Investments:

• Transfers from a Cash Management Account into your 2025/26 Stocks and Shares ISA
• Transfers or re-registrations from other providers into your 2025/26 Stocks and Shares ISA
• Investments made through a Fidelity or third-party adviser
• Investments in the Fidelity Junior ISA
• Investments in the Fidelity Lifetime ISA
• Investments via a regular savings plan
• Investments via Bed and ISA

3.2 If you withdraw your Qualifying Investment from your Fidelity ISA, or add an adviser or intermediary to your account, within a 12-month period from the date of investment, Fidelity reserves the right to reclaim the main cash prize money or weekly cash prize(s) awarded.

3.3 Fidelity shall not be liable for any loss or damage suffered from entry into the prize draw, or from any event beyond the reasonable control of Fidelity.

3.4 In the event of any dispute regarding the rules, conduct, results, and all other matters relating to a prize draw, the decision of Fidelity shall be final.

4. Data Protection

4.1 Any personal information you submit to Fidelity will be maintained in accordance and used in accordance with the Fidelity Privacy Policy.

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