Don’t miss our transfer offer
Transfer your investments, ISAs and share certificates, and you can receive up to £2,500 in cashback.
Why Lloyds?
Get cashback when you transfer to us
As long as your combined transfers are at least £20,000, you’ll receive at least £100. If you transfer more, you’ll get up to £2,500 cashback (see table below). When you transfer your investments to Lloyds, you can see all of your accounts in one place. Remember, as a Private Banking customer you pay no administration charge, no matter the portfolio size.
Min |
Max |
Reward |
---|---|---|
Min £20,000 |
Max £49,999 |
Reward £100 |
Min £50,000 |
Max £99,999 |
Reward £300 |
Min £100,000 |
Max £249,999 |
Reward £750 |
Min £250,000 |
Max £499,999 |
Reward £1,000 |
Min £500,000 |
Max £749,999 |
Reward £1,250 |
Min £750,000 |
Max £999,999 |
Reward £1,500 |
Min £1,000,000 |
Max - |
Reward £2,500 |