New to investing with us?
If you start a NatWest Invest account, depending on the amount of new investment (including transfers) made during the offer period, you could enjoy a cash reward. You’ll just need to choose what to invest in.
The value of investments can fall as well as rise, and you may not get back the full amount you invest. You’ll need to be a NatWest customer with Online Banking, aged 18 – 84 for Stocks and Shares ISA, General Investment and Junior ISA, 18 – 75 for Pension and a UK resident for tax purposes. Contributions cannot be made if you are a US citizen or US Green Card holder. You cannot access your Pension benefits before the age of 55. Please check with your current provider if they will charge any exit fees, penalties or other costs before applying to transfer your funds. You should continue to hold cash for your short-term needs. Fees and charges apply.
Been thinking about managing your investments with NatWest? Here’s why now could be a great time to start.
Investing should be considered as a medium to long term commitment. You should aim to invest for at least five years.
Our cash reward offer is open to new and existing NatWest Invest customers. If eligible, the size of your cash reward depends on how much you invest during the offer’s open and close dates.
Dates to remember – You’ll need to fund your NatWest Invest account between 4th September 2023 and 4th March 2024 at 5pm to qualify for the cash reward. We reserve the right to withdraw this offer before 4th March 2024.
If you qualify for the cash reward, it will be paid into your bank account by 4th September 2024. Just be sure that your bank account is open until this date otherwise you won’t receive your cash reward.
It all adds up – You could either invest one lump sum or make multiple payments to qualify for the cash reward. We’ll total up how much you’ve invested between the offer period – minus anything you withdraw or transfer out of your NatWest Invest account – and you’ll receive the reward in line with the table above.
Check for fees – If you decide to transfer your investments or pension to NatWest Invest, they must come from outside of NatWest Group. You should check with your current provider for any exit fees, penalties or other costs.
If you’re planning on transferring your pension to NatWest Invest, we won’t be able to accept the transfer if it includes guaranteed benefits and therefore won’t qualify for the cash reward offer.
Advised investing is not included – You’ll not be eligible for the cash reward if you’ve received advice from NatWest Group to start, top up or transfer your investments or pensions to NatWest Invest.
Set up a new regular monthly payment to a NatWest Invest account for the chance to be entered into a prize draw. One lucky winner will get £10,000 and 10 others will win £1,000.