Availability

1. This offer is open to New Customers of John Lewis Investments only. “New Customers” are individuals who:

a. have not invested with, or used the services of John Lewis Investments provided by Nutmeg Saving and Investment Limited (“Nutmeg”) before; and
b. in John Lewis Investments’ reasonable opinion, are capable of being accepted as a customer of Nutmeg, in accordance with the requirements of John Lewis Investments’ Standard Terms and Conditions, and all applicable law.


2. This offer will:

a. open for acceptance from the 07 February 2022 at 00:01; and
b. close on the 05 April 2022 at 23:59.
The period between 2(a) and 2(b) is the “Offer Period”.


3. This offer cannot be used:

a. if you are an existing or have ever been a customer of Nutmeg; or
b. multiple times for an individual New Customer; or
c. in conjunction with any other John Lewis Investments’ offer or promotion; or
d. to invest, or transfer any eligible product, into a 100%-cash pot.


Accepting the offer
4. To accept this offer, and benefit from the promotional 0% per annum portfolio management fee (“Promotional Fee Rate”) for 6 months, you must do each of the following:

a. Sign-up via https://investments.johnlewisfinance.com/; and
b. Fund your new John Lewis Investments product during the Offer Period, by:

i. in the case of John Lewis Investments ISA, or General Investment Account, making a minimum initial investment of £500; or
ii. initiating a transfer of an existing ISA, into a new John Lewis Investments ISA, with a minimum of £500; or
iii. in the case of a John Lewis Investments Junior ISA by making a minimum investment of £100; or
iv. initiating a transfer of an existing Junior ISA or Child Trust Fund into a new John Lewis Investments Junior ISA, with a minimum of £100.


5. Failure to perform the above steps may invalidate your acceptance of the offer. John Lewis Investments accepts no liability in these circumstances.

When and how the offer will be applied
6. The Promotional Fee Rate will be applied within one (1) month of the funds in the new John Lewis Investments customer’s account first being traded (“First Traded Date”).

7. After a period of six (6) months the standard John Lewis Investments fees will be applied.

General
8. John Lewis Investments reserves the right to withdraw the offer at any time without prior notice in cases of suspected abuse, fraud or violation of its rules.

9. This offer, the ISA, GIA, and JISA, and transfers and withdrawals, are subject to, and governed by, John Lewis Investments’ Standard Terms and Conditions. If there is a conflict between (a) the terms of this offer; and (b) John Lewis Investments’ Standard Terms and Conditions the latter will prevail.

10. John Lewis Investments charges management and other fees. The details are available here.

11. Neither John Lewis Investments or Nutmeg Saving and Investment Limited can be held responsible for any issue or delays in transferring your ISA or Junior ISA caused by the ceding provider.

12. John Lewis Investments reserves the right to change, terminate or withdraw this offer without prior notice due to unexpected operational constraints.


As with all investing, your capital is at risk. Tax treatment depends on your individual circumstances and may be subject to change in the future. The value of your portfolio can go down as well as up, and there's a chance you could get back less than you invest.

Availability

1. This offer is open to New Customers of John Lewis Investments only who are registered as a My John Lewis member. “New Customers” are individuals who:
a. have not invested with, or used the services of John Lewis Investments provided by Nutmeg Saving and Investment Limited (“Nutmeg”) before; and
b. in John Lewis Investments’ reasonable opinion, are capable of being accepted as a customer of Nutmeg, in accordance with the requirements of John Lewis Investments’ Standard Terms and Conditions, and all applicable law.
c. To qualify for this offer, you must be a registered My John Lewis member and invest in a new John Lewis Investment product.

2. This offer will:
a. open for acceptance from the 07 February 2022 at 00:01; and
b. close on the 05 April 2022 at 23:59.

The period between 2(a) and 2(b) is the “Offer Period”.

3. This offer cannot be used:
a. if you are an existing or have ever been a customer of Nutmeg; or
b. multiple times for an individual New Customer; or
c. in conjunction with any other John Lewis Investments’ offer or promotion; or
d. to invest, or transfer any eligible product, into a 100%-cash pot.


Accepting the offer

4. To accept this offer, and benefit from the promotional 0% per annum portfolio management fee (“Promotional Fee Rate”) for 12 months, you must do each of the following:
a. Sign-up via investments.johnlewisfinance.com/my-offer; and
b. Fund your new John Lewis Investments product during the Offer Period, by:

i. in the case of John Lewis Investments ISA, or General Investment Account, making a minimum initial investment of £500; or
ii. initiating a transfer of an existing ISA, into a new John Lewis Investments ISA, with a minimum of £500; or
iii. in the case of a John Lewis Investments Junior ISA by making a minimum investment of £100; or
iv. initiating a transfer of an existing Junior ISA or Child Trust Fund into a new John Lewis Investments Junior ISA, with a minimum of £100.

5. Failure to perform the above steps may invalidate your acceptance of the offer. John Lewis Investments accepts no liability in these circumstances.


When and how the offer will be applied

6. The Promotional Fee Rate will be applied within one (1) month of the funds in the new John Lewis Investments customer’s account first being traded (“First Traded Date”).

7. After a period of twelve (12) months the standard John Lewis Investments fees will be applied. 


General

8. John Lewis Investments reserves the right to withdraw the offer at any time without prior notice in cases of suspected abuse, fraud or violation of its rules.

9. This offer, the ISA, GIA, and JISA, and transfers and withdrawals, are subject to, and governed by, John Lewis Investments’ Standard Terms and Conditions. If there is a conflict between (a) the terms of this offer; and (b) John Lewis Investments’ Standard Terms and Conditions the latter will prevail.

10. John Lewis Investments charges management and other fees.

11. Neither John Lewis Investments or Nutmeg Saving and Investment Limited can be held responsible for any issue or delays in transferring your ISA or Junior ISA caused by the ceding provider.

12. John Lewis Investments reserves the right to change, terminate or withdraw this offer without prior notice due to unexpected operational constraints.
 

As with all investing, your capital is at risk. Tax treatment depends on your individual circumstances and may be subject to change in the future. The value of your portfolio can go down as well as up, and there's a chance you could get back less than you invest.


 

 

Availability

1. This offer is open to New Customers of John Lewis Investments only who are registered as a My Waitrose member. “New Customers” are individuals who:
a. have not invested with, or used the services of John Lewis Investments provided by Nutmeg Saving and Investment Limited (“Nutmeg”) before; and
b. in John Lewis Investments’ reasonable opinion, are capable of being accepted as a customer of Nutmeg, in accordance with the requirements of John Lewis Investments’ Standard Terms and Conditions, and all applicable law.
c. To qualify for this offer, you must be a registered my Waitrose member and invest in a new John Lewis Investment product.

2. This offer will:
open for acceptance from the 07 February 2022 at 00:01; and
close on the 05 April 2022 at 23:59.

The period between 2(a) and 2(b) is the “Offer Period”.

3. This offer cannot be used:
a. if you are an existing or have ever been a customer of Nutmeg; or
b. multiple times for an individual New Customer; or
c. in conjunction with any other John Lewis Investments’ offer or promotion; or
d. to invest, or transfer any eligible product, into a 100%-cash pot.


Accepting the offer

4. To accept this offer, and benefit from the promotional 0% per annum portfolio management fee (“Promotional Fee Rate”) for 12 months, you must do each of the following:
a. Sign-up via investments.johnlewisfinance.com/my-offer; and
b. Fund your new John Lewis Investments product during the Offer Period, by:

i. in the case of John Lewis Investments ISA, or General Investment Account, making a minimum initial investment of £500; or
ii. initiating a transfer of an existing ISA, into a new John Lewis Investments ISA, with a minimum of £500; or
iii. in the case of a John Lewis Investments Junior ISA by making a minimum investment of £100; or
iv. initiating a transfer of an existing Junior ISA or Child Trust Fund into a new John Lewis Investments Junior ISA, with a minimum of £100.

5. Failure to perform the above steps may invalidate your acceptance of the offer. John Lewis Investments accepts no liability in these circumstances.


When and how the offer will be applied

6. The Promotional Fee Rate will be applied within one (1) month of the funds in the new John Lewis Investments customer’s account first being traded (“First Traded Date”).

7. After a period of twelve (12) months the standard John Lewis Investments fees will be applied.


General
8. John Lewis Investments reserves the right to withdraw the offer at any time without prior notice in cases of suspected abuse, fraud or violation of its rules.

9. This offer, the ISA, GIA, and JISA, and transfers and withdrawals, are subject to, and governed by, John Lewis Investments’ Standard Terms and Conditions. If there is a conflict between (a) the terms of this offer; and (b) John Lewis Investments’ Standard Terms and Conditions the latter will prevail.

10. John Lewis Investments charges management and other fees.

11. Neither John Lewis Investments or Nutmeg Saving and Investment Limited can be held responsible for any issue or delays in transferring your ISA or Junior ISA caused by the ceding provider.

12. John Lewis Investments reserves the right to change, terminate or withdraw this offer without prior notice due to unexpected operational constraints.


As with all investing, your capital is at risk. Tax treatment depends on your individual circumstances and may be subject to change in the future. The value of your portfolio can go down as well as up, and there's a chance you could get back less than you invest.

John Lewis plc trading as John Lewis Finance acts as an Appointed Representative of Nutmeg Saving and Investment Ltd for the purpose of making introductions to Nutmeg and distributing financial promotions. John Lewis Investments services are provided by Nutmeg Saving and Investment Limited; authorised and regulated by the Financial Conduct Authority, no. 552016, registered in England and Wales, no. 07503666, with a registered office at 25 Bank Street, Canary Wharf, London E14 5JP.

Copyright © John Lewis Partnership
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