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
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?
When will I receive my experience gift set?
Provided all the terms and conditions of our Recommend a Friend scheme are met, we will arrange for your experience gift set to be
sent to you when your friend has successfully opened and funded – with the required minimum amount – a discretionary investment
Please be aware, it can take up to 30 days for the experience gift set to be sent to you after these conditions have been met.
What happens if my friend closes their account after taking advantage of the offer?
If a recommended friend closes their account without good reason within three months of when we send them their experience gift set,
we reserve the right to claim back the cost of the experience gift set from both of you within six months of the account closure.
I recommended a friend a while ago and haven’t received my experience gift set yet.
We will only send your experience gift set 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. 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 Refer a Friend rather than completing your online form?
Yes you can call us, however in order to qualify for the offer, you will need to complete our online form.
I have received an email to say I’m not getting an experience gift set. Why is this?
This could be because one or more of the criteria for the Refer 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 £100,000
invested with us in a discretionary account.
• If your friend recommends us to you, you need to open and fund a discretionary investment portfolio – only this account qualify for
the offer i.e. if your friend opens an execution only account, neither of you will qualify to receive an experience gift set.
One or both of us do not have an email address, can we still each receive the experience gift set?
Unfortunately not as all parties must have access to an email address to be able to participate in this offer.
|Refer a friend now|