Refer a Friend to Healthy Investment

Thank you for your interest in our Refer a Friend scheme.

Please complete and submit this form and we will make contact with your friend to provide details of the savings and investment options available.

Once a new investment has been opened we will send the cash back by bank transfer or cheque within 90 days of the start of the policy.

Existing Member's Details


Your Friend's Details

Preferred method of contact, please tick

Terms and conditions

1. To be eligible to accept a referral the “Friend” must not be an existing Healthy Investment customer.
2. The existing member must have been an adult member or adult proposer for a child for at least 3 months before using the Refer a Friend scheme.
3. The new investment must meet or exceed the minimum investment of £25 a month or a single investment of £500 to qualify for the scheme.
4. If the product opened is a child policy, the cash back will be sent to the adult proposer.
5. If the new policy is cancelled within the 30 day cooling off period no cash back will be issued.
6. If the new policy is cancelled within 12 months of commencement, we reserve the right to deduct the amount of the cash back from the surrender value.
7. The Society reserves the right to withdraw or amend the offer at any time.
8. The promoter of the offer is Healthy Investment.
9. This offer cannot be used in conjunction with any other offer, incentive or voucher.
10. The Refer a Friend scheme is not available to registered Healthy Investment Introducers.

Share This