Adviser M&S Gift Card

Terms and Conditions

  • This offer is only available to customers via the Adviser channel. 
  • Products should be applied for on an advised basis only by Friday 28th May 2021.
  • The offer only applies for new lump sum investments of £5,000 and over made into a new ISA or new Investment Bond.
  • The Gift Card will be sent to the contributor of the plan once the money has remained invested for at least 3 months.
  • In the case of joint Bond applications, you will qualify for one Gift Card only and the first applicant’s details will be used as the primary contact to whom we will send the Gift Card.
  • Gift Cards will be paid on the total value of the investment made. For ISAs, if a lump sum investment and regular contribution are set up at the same time, the highest Gift Card value will apply. We will not issue two sets of Gift Cards.
  • If the new policy is cancelled within the 30 day ‘cooling off’ period, Gift Cards will not be issued.
  • If the new policy is cancelled within 12 months of commencement we reserve the right to deduct the value of the gift card(s) from any surrender value or refund of premiums.
  • Gift cards are available to customers opening a new ISA or new Investment Bond with a new lump sum investment and will be rejected in the event that a customer has previously opened the same product with Foresters Friendly Society or is transferring existing Foresters-held funds from one plan type to another.
  • This offer may not be combined with any other offer.  This offer is not available on execution only business (i.e. non-advised business).
  • The Society may withhold gift cards if the scheme is being misused and/or abused.
  • The promoter of this offer is Foresters Friendly Society.
  • The Society reserves the right to withdraw or amend these offers at any time without notice.