• win £5,000 towards
    your ISA allowance

    book your FREE Investment Health Check today!

Book your FREE Investment Health Check today and be in with a chance to WIN £5,000 towards your ISA allowance. If you join the circle you’ll automatically be entered into our exclusive £20,000 prize draw! 

In order to qualify you’ll need to commit to taking out an investment health check on one of Mercantile Circle’s products* during the 2018/19 tax year. You will receive £5,000 in a Mercantile ISA account. If you already have an ISA but have exceeded your annual allowance, we will open a General Investment Account for you. The first prize draw will take place on 1 August 2018, the second on 1 November 2018 and the third on 1 February 2019. Winners will be notified by close of play on each respective day.

If you choose to invest and open an account with the circle you’ll automatically be entered into our exclusive prize draw to receive £20,000 – your full 2019/20 ISA allowance.

*There is no obligation attached to investing in the direct offer as a result of the investment health check presented to you.

Get started today by contacting the team at Mercantile Circle on 0207 416 6806, emailing hello@mercantilecircle or by filling out your details in our online form below 

How it works

Step 1

Fill out your details and one of our friendly team will contact you to carry out your free investment health check which will qualify you for entry into our £5,000 ISA boost competition.

step 2

Once we’ve carried out your investment health check we will assess your current financial circumstances and present you with a range of possible options suited to your needs.

step 3

It is then entirely your decision whether you choose to invest in any of the options presented to you. We can also put you in touch with a financial adviser to help answer any questions you may have. There is no obligation attached to investing in the options presented to you.

Do you have an ISA? (required)

yesno

Do you have a pension? (required)

yesno

Do you have cash savings? (required)

yesno

Please specify a suitable time and date for one of our consultants to call you to carry out your FREE Investment Health Check. Please leave blank if you are happy for them to call you anytime between 9am and 6pm, Monday to Friday.

Your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you originally invested. A Mercantile Circle ISA may not be right for everyone and tax rules may change in the future. If you are unsure if an ISA is the right choice for you, please seek independent financial advice.

competition terms and conditions…

closing date

Closing date for entry will be the last day of the previous month the offer is drawn (“Closing Date”). After this date, no further entries to the Mercantile Circle ‘Boost your savings’ Giveaway will be accepted.

how to enter

The participant must commit to partaking in a free Investment Health Check. Simply fill out your details online and one of our team will be in touch to carry to discuss your circumstances.

winner selection

Winners will be selected by random drawing of all eligible entries submitted. Winners will be notified by phone or e-mail within 1 calendar day of the Closing Date. The winner has 72 hours from the date of notification to claim the prize. If the prize is not claimed within 72 hours the prize will be forfeited.

prize

The prize is £5,000 that will be funded in to a Mercantile Circle Individual Savings Account (ISA) account. If you already have an ISA and have reached your annual allowance we will open a Mercantile Circle General Investment Account (GIA) with £5,000 funded.

eligibility

You must be at least 25 years old at the time of investing in a Mercantile Circle ISA.

prize distribution

The prize will be deposited into your 2018/19 Mercantile Circle ISA or GIA account within 4 weeks of the prize being claimed. Prizes are not transferable and cannot be redeemed for cash.

Background

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general terms and conditions…

These general conditions for promotions and competitions apply to competitions and other promotional activities organised by Mercantile International Limited and/or its subsidiaries or its affiliated companies. In addition, each competition and/or other promotion is subject to specific terms and conditions mentioned in the specific competition rules.

Promoter. The promoter is Mercantile International Limited of 6th Floor, Becket House, 36 Old Jewry London, EC2R 8DD, United Kingdom or such of its subsidiaries or its affiliates as may be named in the specific conditions (hereinafter “Company”).  Mercantile International Limited is an Introducer Appointed Representative of Agincourt Financial Limited who is authorised and regulated in the United Kingdom by the Financial Conduct Authority (FCA) with Firm Reference Number.: 197236. Company Registration No. 09929738 in England & Wales. “Mercantile Circle” is a trading name of the Mercantile International Limited.

Eligibility and Limitations. This promotion is open to residents of the United Kingdom aged 25 years or over at the time of valid entry into the promotion in accordance with these terms and conditions and any specific conditions relating to the relevant promotion. Employees of the Company, their close relatives and anyone otherwise connected with the Company are not eligible to participate. The promotion cannot be used in conjunction with any other offer. Only one entry will be accepted per person. Multiple entries from the same person will be disqualified.

Participation. There is no entry fee and no purchase necessary to enter this promotion. By entering this promotion, a participant is indicating his/her agreement to be bound by these terms and conditions.

Disclaimer. The Company cannot accept any responsibility for entries not received for any reason whatsoever.

Publicity. All participants and the winner(s) of any prize grant the Company permission to use their names, location, characters, photographs, in connection with this promotion, other promotional offers offered by the Company, and in relation to the announcement of the winner through all media, including radio, television and internet and waive any claims to royalty, right, or remuneration for such use.

Release. By submitting an entry into the promotion, each participant and winner waives any and all claims of liability against the Company and its employees, for any personal injury or loss which may occur from the conduct of, or participation in, the promotion, or from the use of any prize.

Taxes. Any valuation of the prize(s) stated above is based on available information provided to the Company, and the value of any prize awarded to a winner may be reported for tax purposes as required by law. Each winner is solely responsible for reporting and paying any and all applicable taxes. Prizes are not transferrable or redeemable for cash.

Decisions. The Company reserves the right to disqualify any participant or winner and may refuse to award any prize to a person who is ineligible or has violated any rule, gained unfair advantage in participating in the giveaway, or obtained winner status using fraudulent means. Further, the Company will resolve any disputes, conflicting claims or ambiguities concerning the rules and the Company’s decisions concerning such disputes shall be final. All decisions will be made by the Company and are final. The Company may waive any of these rules in its sole discretion.

Right to cancel. The Company reserves the right to cancel or amend the promotion and these terms and conditions without notice at any time without any obligation to compensate any damages on behalf of the participant. Any changes to the competition will be notified to participants as soon as possible by the Company.

Prize & Delivery. The prize is as stated and no cash or other alternatives will be offered. The prizes are not transferable. Prizes are subject to availability and the Company reserves the right to substitute any prize with another of equivalent value without giving notice. The Company is not responsible for any visible or hidden defects in the prize nor for any damage during delivery (shipping) of the prize.  Where delivery of the prize is undertaken by a third party, the Company is not responsible for the delivery of the prize.

Miscellaneous. The Company disclaims any responsibility to notify participants of any aspect related to the conduct of this giveaway. Written copies of these rules are available during normal business hours at the business offices of Mercantile International Limited and by mail upon written request with a stamped, self-addressed return envelope. All entries become the property of the Company and will not be returned.

Data Protection: The participant consents to the processing of personal data in connection with participation in the competition. The Company may add the personal information to its database, which is confidential and will be treated in accordance with the Data Protection Act. Personal information may be used to execute the competition. In this context, the Company is entitled to provide personal data to third parties involved in the relevant competition (including suppliers, advertisers, sponsors and/or producers). Moreover, the participant gives permission to the Company to keep him/her informed of the products and/or services of the Company, its partners (including sponsors, manufacturers and advertisers) and carefully selected companies. Where possible, the Company requires that third parties who handle or obtain personal information as service providers acknowledge the confidentiality of this information, undertake to respect any individual’s right to privacy and comply with the data protection principles and this policy. Please note that third parties are not covered by our privacy policy and are not subject to our privacy standards and procedures

Severance. If one or more conditions of the general and/or specific terms and conditions are void or invalid, this will not affect the validity of the remaining conditions of the general and/or specific terms and conditions. When the general terms and conditions differ from those determined in the specific terms and conditions applicable to a promotion, the specific terms and conditions for that promotion shall prevail.

Compliance with Law. This promotion and other promotional activities of the Company need to adhere to the [Gambling Act 2005], and any applicable laws of England and Wales, which take precedence over any rule to the contrary herein.

Governing Law. The promotion and these terms and conditions will be governed by English law and any disputes will be subject to the exclusive jurisdiction of the courts of England.

Disclaimer:  The investment projections we show are never a guaranteed predictor of future performance – they are there to give you context and help you make decisions about the kind of portfolio which may best suit your individual investment goals. You should not base your investment decision on past performance. With investment, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. If you are unsure if any of our products are the right choice for you, please seek independent financial advice. 

Mercantile International Limited is an Appointed Representative of Agincourt Financial Limited who is Regulated in the United Kingdom by the Financial Conduct Authority with Firm Reference No.:197236. Company Registration No.: 09929738 in England & Wales | Mercantile Circle is a trading style of Mercantile International Limited.