Get an ISA that puts all your wealth to work, plus cashback rewards

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February 22, 2024 2:04pm EST

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Moneyfarm gives you
the best of both worlds

Hello,

When interest rates on savings are attractive, it can be a challenge to choose between investing and saving. But what if there was a way you could get the best of both worlds?

At Moneyfarm, we’ve come up with the perfect solution: long-term, tax-free, expertly managed investing, plus a competitive yield on your invested cash – all in the same ISA with our Liquidity+ portfolio.

Discover Moneyfarm’s ISA with Liquidity+

With our Stocks & Shares ISA, you get all the usual Moneyfarm benefits of tax-free investing with expertly managed, ready-made portfolios. But, when combined with our Liquidity+ portfolio, you can also access annualised gross yield of 5.3%* on your invested cash.

Learn more about Liquidity+

And that’s not all. For a limited time only, you can get up to £750 cashback when you invest with us. To be eligible, open a new portfolio today and start investing.

How much could you earn?

- Get £50 if you deposit and invest between £5,000 and £9,999

- Get £100 if you deposit and invest between £10,000 and £19,999

- Get £350 if you deposit and invest between £20,000 and £49,999

- Get £750 if you deposit and invest anything over £50,000

What do you have to do?

To be eligible for cashback, redeem your offer and open any new managed Moneyfarm portfolio – whether it’s a pension, ISA, Junior ISA, or General Investment Account (GIA) – by 11 April 2024.

Then, make your deposit or request to transfer into your Moneyfarm account by 30 April 2024 (for pensions, you have until 11 October 2024). Find the full details and T&Cs at the end of this message.

Redeem your offer

Further details and T&Cs

If you’d like to learn more about Liquidity+, why not speak with one of our investment consultants today? Simply book a call, email us at [email protected] or start an online chat session.

As with all investing, your capital is at risk. The value of your portfolio with Moneyfarm can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may be subject to change in the future.

Thanks,

The Moneyfarm Team

*Based on the weighted average of the gross yields regularly published by the money markets funds held in Liquidity+, as of 29 January 2024.

Returns are sensitive to the Bank of England’s base interest rate changes, with lower rates leading to lower yields and higher rates leading to higher yields.

Got a question? Email [email protected], or give us a call on 0800 433 4574

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Moneyfarm is a registered trademark of MFM Investment Ltd. which is authorised and regulated by the Financial Conduct Authority (No. 629539).

Risk warning: With investing your capital is at risk, and your investments may go up or down with market fluctuations and changes in foreign exchange rates. Learn more about risk. Tax treatment apply, it depends on the individual circumstances of each client and may be subject to change in the future.

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Get an ISA that puts all your wealth to work, plus cashback rewards

Moneyfarm gives you the best of both worlds

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Moneyfarm gives you
the best of both worlds