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Recommend a friend and share over £200 worth of National Art Passes

If you are an existing WHIreland private client, you can receive a 12 month National Art Pass, issued by The Art Fund, for you and a friend when they open and fund a discretionary investment portfolio. From Cardiff Castle and Kensington Palace to the V&A and Tate Modern, a National Art Pass gives you and a guest free entry to over 240 museums, galleries and historic houses across the UK as well as 50% off entry to major exhibitions.

How it works

Step 1
Let us know your details and the details of your friend
We need you to let us know a few basic details about you and your friend so that we can begin the process. 

Don’t forget to get your friend’s permission to disclose their details to us. 
Step 2
One of our investment managers will then contact your friend 
We will then contact your friend to arrange a mutually convenient time to discuss their investment requirements and begin the account opening process.
Step 3
Your friend opens their account with us
Your friend will need to open and fund a discretionary investment portfolio  with a minimum of £150,000.
Step 4
You both receive a National Art Pass
You both receive a  National Art Pass which gives you and a guest free entry to over 240 museums, galleries and historic houses across the UK.

 

Recommend a friend now

How to qualify for the offer

You must be an existing client of WHIreland Wealth Management or WHIreland International Wealth with more than £150,000 invested with us in either a Navigator, discretionary or advisory account; and

You will need to know your friend’s email address and have obtained their consent to disclose their details to us.

What your friend will need to do

Speak to one of our investment mangers to complete the account opening process.

Then, open and fund a discretionary investment portfolio with a minimum of £150,000.

Frequently Asked Questions

Where can I use the National Art Pass?

Where can I get more information about The Art Fund and National Art Pass?

Can I recommend a friend who already has a WHIreland investment portfolio?

How many friends can I recommend?

When will I receive my National Art Pass?

I recommended a friend a while ago and haven’t received my National Art Pass yet.

Can I call you to Recommend a Friend rather than completing your online form?

I have received an email to say I’m not getting a National Art Pass. Why is this?

One or both of us do not have an email address, can we still each receive the National Art Pass?

Recommend a friend now

 

 

 

Recommend a Friend – Terms and conditions

A copy of the National Art Pass Terms and Conditions can be obtained from The Art Fund’s website by clicking here.

This offer is based on an existing WHIreland Wealth Management or WHIreland International Wealth client recommending a friend who successfully opens and funds a discretionary investment portfolio with the minimum amount of £150,000.

The recommender and recommended friend, will each receive an “Individual plus one “ membership which will be valid for 12 months only from the date of issue. This membership will allow the named cardholder and an unnamed guest, free or 50% off entry, to applicable venues. A current list of applicable venues can be obtained from the The Art Fund’s website by clicking here.

Upon the 12 month expiry of the National Art Pass, the cardholder, at their own expense, may opt to renew their membership for a further period on The Art Fund’s website.

National Art Pass membership may also include receipt of a copy of their “Art Quarterly” magazine, “Art Map” publication and “Art in your Inbox” fortnightly email communication.

This offer is only available to individuals over the age of 18.

We may change, extend or withdraw this offer at any time and without letting you know.

This offer is not available to WHIreland Group employees.

For an existing client recommending a friend to us to qualify for this offer they must:

• Be an existing client of WHIreland Wealth Management or WHIreland International Wealth with more than £150,000 invested with us in either a Navigator, discretionary or advisory account either in their sole or joint names.

• Recommend a Friend only by following the Recommend a Friend instructions on our website.

• Not recommend themselves to WHIreland Wealth Management or WHIreland International Wealth.

If the recommender wishes to recommend further friends, they will need to complete a separate recommendation for each friend they are recommending.

For a recommended friend to qualify for the Recommend a Friend offer, the recommended friend must follow the following steps:

• They must speak to one of our investment managers to discuss their investment requirements and subsequently complete our relevant account opening document, in full, and submit to us along with the appropriate identification documentation we are required to obtain from all parties to the account under local regulations.

• Once the appropriate account is open, it must be funded with a minimum of £150,000 before we will issue a National Art Pass to either the recommender or the recommended friend.

• Should the recommended friend close their account within three months of it being opened and funded, we reserve the right to recover the cost of the National Art Pass from the recommender and the recommended friend within six months.

We can only accept one online recommendation form for the recommended friend even if the friend is recommended by more than one recommender.

If all the conditions above are met and the recommended friend successfully opens and funds – with the minimum amount – a discretionary investment portfolio, we will send the recommender and recommended friend a National Art Pass each within 30 days.

There is no limit to the number of friends a recommender can recommend to WHIreland Wealth Management or WHIreland International Wealth and each recommended friend will qualify for a National Art Pass if they meet the conditions. However, we will only send the recommender one National Art Pass for the first eligible recommendation they make in any one calendar year (1 January to 31 December).

The recommended friend is only entitled to one National Art Pass even if they open and fund more than one account with us or, if more than one recommender recommends them.

Joint accounts will only qualify for one National Art Pass even if more than one account is opened with us. This means that if the recommended friend opens and funds – with the minimum amount – a discretionary investment portfolio in joint names, only one National Art Pass each will be sent to the recommender and the recommended friend’s joint account.

If the recommender or recommended friend holds any other accounts with WHIreland Wealth Management or WHIreland International Wealth which are currently in arrears or, have management fees outstanding, they will not qualify for this offer.

Personal information submitted to us through our website will only be used for the purposes of this offer and the type of information collected includes yours and your friend’s name, address, email address and contact telephone number. Before you disclose your friend’s personal information to us, you must obtain their consent to both the disclosure and the processing of that personal information in accordance with the terms and conditions of this offer. 

Learn more

To find out more call us on 0800 877 8866

This website is not directed at you if WHIreland is prohibited by any law of any jurisdiction from making the information on this site available to you, and is not intended for any use, which would be contrary to local law or regulation. This website and its contents are not intended to sell services or products over the Internet, rather for Internet viewer convenience and information purposes.

Every effort has been made to ensure the accuracy of the financial information herein but it may be based on unaudited figures, which cannot be guaranteed to be accurate. Past performance is not a guarantee of future performance. The price of shares can go down as well as up and may be affected by changes in rates of exchange. An investor may not get back the amount invested.

This website is aimed only at persons with professional experience of participating in investments and any other person who visits this website should not rely upon it. Services referred to within this site are not available to US persons.

The services referenced within this website should not be regarded as an offer nor a solicitation for such services in any jurisdiction where such activity is unlawful.

BY PROCEEDING TO ACCEPT YOU CONFIRM: that you consider yourself either a professional intermediary or an experienced and financially sophisticated investor. You attest that you are not a US person nor a US resident person.

This Website is not aimed at persons who are residents of any country where the services described or referred to herein are not registered or approved for marketing and/or sale or in which the dissemination of information on services described or referred to herein is not permitted.

This website is not directed at you if WHIreland is prohibited by any law of any jurisdiction from making the information on this site available to you, and is not intended for any use, which would be contrary to local law or regulation. This website and its contents are not intended to sell services or products over the Internet, rather for Internet viewer convenience and information purposes.

Every effort has been made to ensure the accuracy of the financial information herein but it may be based on unaudited figures, which cannot be guaranteed to be accurate. Past performance is not a guarantee of future performance. The price of shares can go down as well as up and may be affected by changes in rates of exchange. An investor may not get back the amount invested.

This website is aimed only at persons with professional experience of participating in investments and any other person who visits this website should not rely upon it. Services referred to within this site are not available to US persons.

The services referenced within this website should not be regarded as an offer nor a solicitation for such services in any jurisdiction where such activity is unlawful.

BY PROCEEDING TO ACCEPT YOU CONFIRM: that you consider yourself either a professional intermediary or an experienced and financially sophisticated investor. You attest that you are not a US person nor a US resident person.

This Website is not aimed at persons who are residents of any country where the services described or referred to herein are not registered or approved for marketing and/or sale or in which the dissemination of information on services described or referred to herein is not permitted.

You are now leaving our UK presence and accessing our international offering which is for the purposes of UK resident non-domiciled individuals and expatriates living outside the UK.

Please note that the regulations and investment protection arrangements are not the same as in the UK.