Refer a friend to us and share a £200 experience gift set
If you are an existing private client of our London office, you and a friend can each receive an experience gift set from Buyagift, worth £100, when your friend opens and funds a WHIreland discretionary investment portfolio.
How it works
|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.|
|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. Your friend will need to fund a discretionary portfolio with a minimum of £100,000.|
|You both receive an experience gift set from Buyagift|
|The Buyagift experience gift set will give you and your friend access to over 4,500 gift experiences available via their website, buyagift.com.|
What your friend will need to do
Speak to one of our investment mangers to complete the account opening process.
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?
Yes, you can however, they will need to open and fund a new and standalone discretionary investment portfolio in addition to their existing account(s) rather than transferring additional funds to their existing account.
How many friends can I recommend?
As many as you like however, we can only offer you one National Art Pass in a calendar year (1 January to 31 December). Of course, we would be delighted if you recommend more than one friend, those individuals will still receive a National Art Pass when they open and fund a discretionary investment portfolio with us.
When will I receive my National Art Pass?
Provided all the terms and conditions of our Recommend a Friend scheme are met, we will arrange for your National Art Pass to be sent to you when your friend has successfully opened and funded – with the required minimum amount – adiscretionary investment portfolio.
Please be aware, it can take up to 30 days for the National Art Pass to be sent to you after these conditions have been met.
I recommended a friend a while ago and haven’t received my National Art Pass yet.
We will only send your National Art Pass when your friend has successfully opened and funded – with the minimum amount – a discretionary investment portfolio. Initially, we would suggest checking with your friend that they have spoken to one of our investment managers and completed and submitted their account opening documentation and funded their account. If your friend has followed this process, please call us on 0800 8778866. Please remember though, that we cannot discuss the status of your friend’s application with you.
Can I call you to Recommend a Friend rather than completing your online form?
In order to qualify for the offer, you will need to complete our online form as unfortunately, we are not able to accept verbal friend recommendations.
I have received an email to say I’m not getting a National Art Pass. Why is this?
This could be because one or more of the criteria for the Recommend a Friend scheme have not been met.
If you recommend us to a friend, you need to:
• Be an existing client of WHIreland Wealth Management with more than £150,000 invested with us in either a Navigator, discretionary or advisory account or, an existing client of WHIreland International Wealth with more than £150,000 invested with us in a discretionary account.
• You have tried to recommend yourself
If your friend recommends us to you, you need to:
• open and fund a discretionary investment portfolio – only this accounts qualifies for the offer i.e. if your friend opens an Navigator, Advisory or Execution Only account, neither of you will qualify to receive a National Art Pass.
One or both of us do not have an email address, can we still each receive the National Art Pass?
Yes, as long as you provide us with a contact telephone number.
|Recommend a friend now|