Capital at risk. The value of investments can go down as well as up. You may get back less than you invest.
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Charles Stanley Refer a Friend Offer Summary
About Charles Stanley
Charles Stanley Direct offers ISAs, SIPPs and dealing accounts on a percentage platform fee. Wide fund and share range; suited to investors who want service over rock-bottom pricing.
Refer a Friend Bonus
Charles Stanley Direct's referral programme is available exclusively to existing clients who have been personally invited to participate and hold at least £1,000 in cash and/or investments on the platform. Eligible clients earn £250 for each successful referral when their friend or family member transfers £20,000+ and meets all qualifying conditions.
Share your unique referral code (found when logged into your account) with friends and family. When they register using your code, transfer at least £20,000 within three months, and hold for 12 months total, you'll receive £250 paid into your General Investment Account. Your friend receives £300-£1,500 based on their transfer amount. You can make a maximum of five referrals within any 12-month period. The referred person must be a new Charles Stanley customer, aged 18+, and a UK resident. Only one reward is paid per referral.RetryClaude can make mistakes. Please double-check responses.
Referrer reward: £1,500
Referee reward: £250
How it typically works
Step 1
Find an existing Charles Stanley Direct customer
Step 2
Ask for their unique referral link
Step 3
Open an eligible account (ISA, SIPP, JISA or Dealing) via the link
Step 4
Transfer £20,000+ in to qualify for the £300 tier; larger transfers unlock higher tiers up to £1,500
Step 5
Hold the qualifying funds for 12 months
Step 6
The cash reward is paid into the new account once the hold completes
Worth knowing
Key features
- Long-established UK investment platform with funds, shares and managed portfolios
- Tiered transfer-bonus refer-a-friend reward, paying £300 up to £1,500
- Multiple account types: ISA, SIPP, JISA, Dealing Account
- Higher tiers available for larger transfers (£20k+ to £200k+)
- FCA regulated
Things to consider
- Geared towards larger investors — minimum qualifying transfer is £20,000
- 12-month hold period required to keep the bonus
- Reward is paid as cash, but tiered: smaller transfers get the smaller end of the range
- Platform fees apply on the underlying account
- Need an existing Charles Stanley customer to refer you
Important Information
Eligibility: UK residents, 18+, new customers only unless stated.
Minimum deposit: £300
FCA regulated: Yes (FRN: 124412)
Capital at risk. Your investments can go down as well as up.
Frequently Asked Questions
No. Scrimpr does not host or share referral links for Charles Stanley. UK financial promotion rules and platform terms restrict the public sharing of personal referral links for regulated investing platforms, so even if we had one we couldn't put it on this page. To use the offer you'll need a referral link from someone who already has an Charles Stanley account — ask a friend, family member or colleague.
You'll need to find someone who already has an Charles Stanley account and ask them to share their unique referral link with you. Existing customers can usually find it inside their app or online portal under a "refer a friend" or "recommend a friend" section.
Yes. Charles Stanley is regulated by the Financial Conduct Authority (FCA) with reference number 124412. You can verify this on the FCA Register. As with any investment, your capital is at risk.
No. This page has no affiliate or referral links. We list the offer because it's a useful UK investing perk to know about, but Scrimpr earns nothing if you go on to sign up.
The usual ones: you'll typically need to meet a minimum deposit or transfer amount, hold the funds for a qualifying period, and be a genuinely new customer. Some platforms pay the reward as a gift card rather than cash. Read the "Worth knowing" and "Things to consider" sections above before going ahead, and always check the platform's current terms.
Compare investing platforms
This is one of many UK investing offers we've tracked. To find the right platform for you, see our wider comparison guides:
- All UK investing offers → Every welcome bonus, free share and cashback offer we've tracked, in one ranked table.
- Stocks & Shares ISA fees compared → Side-by-side fees and features for every UK S&S ISA platform.
- UK SIPP & pension fees compared → What it costs to hold a SIPP across the major UK providers.
- General Investment Accounts compared → GIA fees and features across the UK platforms.
