loading...

Terms and Conditions for Advanta Wealth Client Referral Scheme 

Effective from 1 March 2025 

These Terms and Conditions govern the Client Referral Scheme offered by Advanta Wealth. By participating, you agree to the following: 

Eligibility 
  • The referrer (you) and the referred client can be an individual over the age of 18, a business or trust arrangement. 
  • You must be a current client of Advanta Wealth. 
  • This offer is not open to staff of the Advanta group or immediate family of staff. 
  • The referred client must be suitable for and engage to receive the Lifetime service from Advanta Wealth and meet our minimum fee requirements as set out in our Costs and Services Document on page 10. Should you require a copy of this document, your adviser will be happy to provide you with one. 
  • Should you have an introducers agreement in place with Advanta Wealth you are not eligible for the Client Referral Scheme.
Referral Process 
  • You must provide accurate details of the referred client and ensure you have the permission of the referred client to provide their details to us. 
  • Advanta Wealth will assess the referred client’s suitability for its services. 
  • We will inform you about a successful introduction within 3 months after receiving the first ongoing fee from the referred client. 
  • The referral gift will be sent to you within 30 days of you being notified of the successful referral.
Referral Reward 
  • You will receive a reward for each qualified referral. 
  • The reward is non-transferable and cannot be exchanged for cash. 
  • The experience of a lifetime will be provided in the form of a Virgin ‘The Azure Collection’ voucher. 
  • Please note that Operators and Suppliers reserve the right to alter any part of an Experience or Product. Experiences and Voucher Products may occasionally be withdrawn for reasons outside of our control, and we cannot be held liable for any costs incurred as a result of this. Should this occur, you will be advised and offered the opportunity to exchange your Voucher for one with the same face value. 
  • Charitable donations will be made to the Advanta Foundation unless an alternative registered charity is selected at the point the referral is made. The donation amount will be at least £125, but subject to the discretion of Advanta Wealth, we may from time to time elect to make a larger donation. All charities must be registered with either the OSCR, Scottish Charity Regulator or the Charity Commission for England and Wales. 
  • The wine reward will be a specially selected bottle of ‘100 Point’ wine.
Confidentiality 
  • Due to confidentiality, Advanta Wealth cannot share details of the referred client’s application progress. 
  • All personal and financial information will be handled according to Advanta Group’s Privacy Policy which can be found here: Advanta Group Privacy Policy
  • You must have asked for consent to provide the contact information of the individual you are referring. 
General Conditions 
  • Advanta Wealth reserves the right to amend or terminate the scheme at any time. 
  • Any changes will be communicated to participants who have registered their details with the client referral scheme by email. 
  • Advanta Wealth’s decisions are final and binding. 

There is no maximum to the number of qualifying referrals you may make. 

Contact Information

If you have questions or need more information, please contact your adviser or email us directly Wealth@TheAdvantaGroup.co.uk. 

Thank you for participating in the Advanta Wealth Client Referral Scheme.