Fidelity - SIPP (Self-Invested Personal Pension)

Terms and conditions

• Earn a £40 donation when you open, or transfer into, a Fidelity SIPP through Easyfundraising with a lump sum initial deposit of £10,000 or more. Exclusions, T&Cs apply see below.
• The donation is only available to new Fidelity customers, i.e. the individual must not hold any other investments or regular savings plans with Fidelity already.
• The donation will only be paid if the initial investment is a lump sum deposit of £10,000 or more.
• The donation offer is only applicable for new Fidelity customers applying for a new Fidelity SIPP or a SIPP transfer from an existing provider to a new Fidelity SIPP.
• The donation will not be paid to existing customers topping up their investments.
• The donation will only be paid if the individual has completed the entire SIPP application online in one continual transaction. If an individual has to be verified first due to anti-money laundering, tracking will be lost and the donation will not be able to be validated.
• The donation will only be paid if the investment is held for a minimum of 3 months.
• The donation will only be paid for applications made from within the United Kingdom.
• The donation will only be paid for a maximum of one application per Easyfundraising account.
• All SIPP applications will be validated by Fidelity. The donation process will only begin 120 days after the application start date. Provided that all the aforementioned criteria are satisfied, any valid, tracked SIPP will be confirmed.
• After clicking through to the Fidelity website from the link on the Easyfundraising page, you must generate a new SIPP application within 30 days in order for the SIPP to be tracked and for the donation to be validated.
• Make sure you have third party cookie tracking enabled and you allow the confirmation screen to fully load before closing the window
• Fidelity's standard terms and conditions for applications as listed on its website will also apply in respect of the individual’s application.
• The donation is paid by Easyfundraising and not Fidelity. Should you have any questions regarding the donation, please contact Easyfundraising.