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Press Release

Fidelity and Fidelity FundsNetwork™ special offers

  • Save up to £560 with a Fidelity ISA*
  • Plus £25 cash back if you invest before 29 February into your Fidelity ISA**

  • Receive £550 cash back for transferring your investments to Fidelity***

Save up to £560 with a Fidelity ISA - All Fidelity funds and Select List funds at 0% initial charge
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.

Ends

* Available to investors who apply online or by phone. 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). Reduced initial charge offer applies to all Fidelity ISA funds and Select List funds within an ISA that are available online or by phone. (Offer also applies to Investment Trusts but applications should be made by application form or phone). Offer period is 2 February to midnight on 5 April 2012. All applications must be received at Fidelity by midnight on 5 April 2012. We reserve the right to withdraw the offer at any time. The promoter of this offer is FIL Investments International, 130 Tonbridge Road, Hildenborough, Tonbridge, Kent TN11 9DZ

** To qualify, all applications must be received by Fidelity by 29 February 2012. Maximum cash back payment amount is £25 per customer. Offer applies to for new ISAs taken out with a minimum investment of £7,000. Offer excludes investments made in a Junior ISA.  ISA investment must be held with Fidelity until 30 May 2012 to qualify. The £25 cash back payment will be made by 30 June 2012. Where a bank mandate is held on the account, payment will be via BACs. All other payments will be made by cheque. We reserve the right to withdraw the offer at any time. The promoter of this offer is FIL Investments International, 130 Tonbridge Road, Hildenborough, Tonbridge, Kent TN11 9DZ. 

*** Available to investors who submit signed and completed re-registration or ISA transfer forms directly to Fidelity (including those that are produced as part of our Consolidation tool.) Offer period is 2 February to 30 April 2012. All applications must be received at Fidelity by 30 April 2012. Cash back may be paid in instalments if multiple transactions complete at different times. Maximum payment amount is £550 per customer. For re-registrations, 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. Payment will be made by BACs where a bank mandate is held on the account. All other payments will be made by cheque. The offer is not available on SIPP, SICAV or share dealing transfers. We reserve the right to withdraw the offer at any time. The promoter of these offers is FIL Investments International, 130 Tonbridge Road, Hildenborough, Tonbridge, Kent TN11 9DZ. 

About Fidelity
Press Office Address: Fidelity Worldwide Investment, 25 Cannon Street, London, EC4M 5TA

Fidelity Worldwide Investment is a global leader in asset management, providing investment products and services to individuals and institutions in the UK, continental Europe, the Middle East and Asia Pacific. Established in 1969, the company has over 5,000 staff in 24 countries and manages or administers client assets of £165.5bn. It has over 7 million customer holdings and manages more than 740 equity, fixed income, property and asset allocation funds.

With an award-winning range of investment funds and segregated mandates, Fidelity Worldwide Investment (FIL) is the investment company of choice for an ever-expanding array of financial professionals and corporate clients.

Fidelity Worldwide (FIL) also provides a wide variety of investment products and services for private clients. These investments include ISAs, Junior ISAs, Workplace ISA, Share Dealing, Investment Trusts and a range of pensions, such as a Self Invested Personal Pensions (SIPPS). The company also offers a Multi-Asset Portfolio as part of their Wealth Management Service.

Data as at 30 June 2011

Notes to Editors

Any opinions expressed are made at the time of writing and can be subject to change without notification.

For further information, please contact:
Laura Brownsell
Fidelity Worldwide Investment
01737837846
07725069850
Laura.brownsell@fil.com