Referral Rewards Scheme

  1. You must be an existing client of Avantis Wealth to be eligible for the Referral Rewards Scheme.
  2. If you refer someone you know to Avantis Wealth, we will give you a £50 John Lewis Voucher (there is no cash alternative) per recommendation, subject to a maximum of 10 recommendations in any one calendar year.
  3. You will only be entitled to a voucher if the person you recommend invests in an investment introduced via Avantis Wealth, subject to a minimum investment of £10,000.
  4. Avantis Wealth reserves the right to change the type of voucher for the referral at our absolute discretion.
  5. As an alternative to sending you a voucher for the referral Avantis Wealth will be happy to donate an equivalent amount to a nominated UK registered charity of your choice.
  6. To be eligible for a voucher, you can only recommend someone who is a member of your family or someone else you know personally and in either case the person recommended has given you permission for their details to be passed to Avantis Wealth.
  7. You will be eligible for bonus vouchers if you recommend 3 people to us, subject to term 3 to the value of £150, and every third recommendation thereafter. Alternatively you can choose to donate an equivalent amount to a nominated UK registered charity of your choice.
  8. Where someone is recommended who is not known to you, or is known but has not given permission to be contacted. Avantis Wealth will not reward the recommendation.
  9. If you recommend more than one person who is not known to you or has not given permission to be contacted, Avantis Wealth will withdraw the Referral Scheme from you immediately and you will not be eligible to receive any further vouchers.
  10. In the unlikely event that a recommendation is duplicated by two individuals, Avantis Wealth will pay vouchers to the person who made the recommendation first. In the event that this is impossible to verify, the vouchers will be split equally.
  11. Avantis Wealth reserves the right to suspend, amend or terminate the Referral Rewards Scheme at any time and without notice. In such circumstances, all recommendations notified to Avantis Wealth at the point of withdrawal of the scheme would be honoured but you would not be entitled to receive a voucher for any recommendations after that point.
  12. These terms and conditions are governed by English law and by entering the Referral Rewards Scheme you submit to the exclusive jurisdiction of the courts of England.
  13. Avantis Wealth’s decision is final on all matters and no correspondence will be entered into.

Issued by Avantis Wealth Limited. Registered in England No. 8262970. Registered Office: 4a Gildredge Road, Eastbourne, BN21 4RL.

Reinvestment Rewards Scheme

  1. As an existing client you do have to make a minimum reinvestment or a minimum additional investment of £30,000 to be eligible to receive a Reinvestment Reward from Avantis Wealth and pay your administration fee within seven days. Information on the choice of investments from Avantis Wealth’s portfolio range is available at www.avantiswealth.com please read the disclaimer below and on the website. Reinvestment Rewards applies to direct cash, NISA and pension investments.
  2. If you make an additional investment in excess of £100,000 then you may qualify for our discretionary rewards. There is no cash alternative although you may donate the value of the reward to a UK registered charity of your choice. Rewards apply to direct cash, NISA and pension investments.
    The reward must be accepted as offered. There is no cash alternative or replacement. The reward is personal and not transferable to a third party. Current Reinvestment Rewards for Spring / Summer 2016 include:
    – Golf at the Belfry
    – Spa break
    – Case of fine wine
    – Dinner for two at the Ritz
    – Theatre / Opera Tickets
    – Fortnum & Mason hamper
  3. The provision of the reward does not imply any endorsement by Avantis Wealth. Any complaints or queries relating to the use of the rewards should be directed to the relevant supplier.
  4. You can choose to donate £100 to charity instead of receiving the Reinvestment Reward. The charity must be a UK registered charity.
  5. Avantis Wealth reserves the right to suspend, amend or terminate the Reinvestment Rewards Scheme at any time and without notice.
  6. These terms and conditions are governed by English law and by entering the Reinvestment Rewards Scheme you submit to the exclusive jurisdiction of the courts of England.
  7. Avantis Wealth’s decision is final on all matters and no correspondence will be entered into.

Issued by Avantis Wealth Limited. Registered in England No. 8262970. Registered Office: 4a Gildredge Road, Eastbourne, BN21 4RL.