Refer a friend

We are pleased to announce our new Refer a Friend scheme which allows CC clients to benefit from a free investment upon referring a new customer to one of our Financial Advisors. This means that both you and your friend can benefit from no initial fees on your next fund investment. To benefit from this scheme kindly ensure that your friend (referrer) mentions you by name and passes on your contact details to your Financial Advisor. This offer is limited and is available on a first come first served basis.

Terms & Conditions

  • The customer must be a new customer.
  • Offer is not valid if the person or persons introduced are already existing clients.
  • A minimum investment of €10,000.
  • Offer is valid for investments made in UCITS Funds or the Managed Fund Portfolio.
  • Offer is valid for accounts introduced until 31.04.20.
  • Offer is not valid in conjunction with any other promotions or discounts.
  • Free trade must be consumed within 6 months.
  • All trades must be actioned through one of our financial advisors.
  • Maximum rebate is capped at €200.