Summary

Fidelity, established in 1969, offers ‘do-it-yourself’ investing options. We offer 24/7 access to investment guidance and handy tools to enable our customers to open a new account online and begin investing in just a few easy steps.

Payments

Attribution Period (Cookie Length)

30 Days

Links

Policy Definition Yes No Additional Information
Does the transaction value that commissions are paid on include VAT / sales tax?
Does the transaction value that commissions are paid on include delivery charges?
Does the transaction value that commissions are paid on include credit card fees?
Does the transaction value that commissions are paid on include gift wrapping or other service charges?
Are commissions not paid out on some products or product categories?Commission only paid when a new customer invests in an ISA wrapper for the first time via the Fidelity website.
What reasons are commissions declined?
Order cancelled
Item was returned
Customer failed credit check
Breach of programme terms and conditionsIf the customer is not a new customer i.e. a Buy Top Up customer (a customer topping up their investment). For cashback: if the customer has not invested the min. amount or has not remain invested for a min. of 3 months.
Duplicate orderIn the case of duplicate sales, commission will only be paid on one of the validated sales.
Item was out of stock
Other