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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Offer Summary
How to Claim This Offer
Step 1
Receive a unique referral code from an existing Charles Stanley Direct client
Step 2
Register for Charles Stanley Direct using the referral code
Step 3
Transfer cash and/or investments worth at least £20,000 within 3 months of registration
Step 4
Hold your transferred assets (or equivalent value) for 9 months after the initial transfer (12 months total)
Step 5
Ensure you have a General Investment Account open (if not, open one when requested)
Step 6
Receive your reward within 30 days after the 12-month holding period ends Reward amount based on transfer value: £20k-£49,999 = £300, £50k-£99,999 = £600, £100k-£199,999 = £1,000, £200k+ = £1,500 plus six-month fee waiver. Must be new to Charles Stanley and 18+ UK resident. Capital at risk. You may get back less than you invest.
About Charles Stanley
Charles Stanley Direct is the online investment platform of Raymond James Wealth Management Limited, offering self-directed investing for UK investors. The platform provides access to stocks, shares, funds, investment trusts, and ETFs across ISAs, SIPPs, and General Investment Accounts. Charles Stanley is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority.
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
Important Information
FCA Regulated: Yes (FRN: 124412)
Capital at risk. Your investments can go down as well as up.
Frequently Asked Questions
Charles Stanley is currently offering £300 - £1,500 as a bonus for new customers. You need to deposit at least £300 to qualify.
Charles Stanley has a refer a friend programme rather than a promo code. You can earn £1,500 for each friend you refer. Your friend gets £250 too.
You will need to deposit at least £300 to qualify. Check Charles Stanley's terms for any withdrawal restrictions.
Yes. Charles Stanley is regulated by the Financial Conduct Authority (FCA) with reference number 124412. You can verify this on the FCA Register.
Payout times vary. Check the terms on the Charles Stanley website for specific timescales.
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