For a limited time only, we are offering £50 to new members who invest with rplan.
There are 3 ways you can qualify:
- When you invest a total lump sum of £5,000 or more
This can be into a model portfolio or funds of your choice - online using a debit card, or by cheque through the post - get started here.
- When you transfer existing investments
The investments you're transferring to rplan must have a minimum balance of £5,000 - transfer now.
- When you setup a monthly regular saver
For at least £100 per month, into any investment available on rplan - set up a regular saver.
Note that you qualify automatically - there is no special code to enter or any special page you need to visit; we'll confirm by email when you qualify for the offer.
There is a 6 month period from your first investment to qualify for offer - so you can try before you buy.
We can only make this offer available to new members. If you are already an rplan investor, find out more about our referral scheme.
How it works
The cashback will be paid into your Cofunds Cash Account in 4 quarterly installments of £12.50. You will receive each payment by the last week of the months of January, April, July and October.
Once your investments are visible on your rplan dashboard, we will email you and let you know when to expect your first cash back payment.
After receiving your £50
Once you have received the cash, you have several options with what you can do next:
- Invest this directly into your portfolio, by placing a buy online and choosing the "I want to pay from my Cofunds Cash Account" option as your payment method.
- Withdraw the cash - more information on how to do this here.
- Use it to cover your monthly rplan fee - find out more here.