Fidelity and Fidelity FundsNetwork special offers

By paying no initial charge on all Fidelity funds and Select List funds investors could save up to £560. This offer is available to all investors who apply online or by phone.  The offers relate to lump sum and monthly savings plan investments made in an ISA or Junior ISA for this tax year (2011/12) and/or next tax year (2012/13). The offer also applies to Investment Trusts but applications should be made by application form or phone. The offer period is 2 February to midnight on 5 April 2012. All applications must be received at Fidelity by midnight on 5 April 2012.

£25 cash back if you invest £7,000 or more before 29 February into your Fidelity FundsNetwork ISA

Invest in any fund via Fidelity, including fund partner funds on FundsNetwork and receive £25 cash back if you invest £7,000 or more.  This offer is valid from 2 February to 29 February 2012.  From March 1st to 5th April Fidelity will offer £20 cash back for investments in an ISA over £10,000.

Receive £550 cash back for transferring your investments to Fidelity

This offer is available to investors who submit signed and completed re-registration or ISA transfer forms directly to Fidelity between 2 February to 30 April 2012. Cash back payment made according to the below tiers for re-registration and ISA transfer applications received in the above period

£5,000 - 14,999.99 £25 cash back
£15,000 - 39,999 £75 cash back
£40,000 - £99,999 £150 cash back
£100,000 - 149,999 £300 cash back
£150,000 and above £550 cash back

Payment will be made by BACs where a bank mandate is held on the account. All other payments will be made by cheque. Cash back may be paid in instalments if multiple transactions complete at different times. The cash back amount will be calculated based on the price of the date that the units were received by Fidelity. Cash back payments will be despatched from May 2012 with a sweep up payment being made towards end of June 2012.