Summer 2026 Bonus Shares Promotion

Example: Promotional Period (16 June 2026 – 31 August 2026). A client buys £1,500 of Shell shares. The client sells £700 of those shares during the Promotional Period, leaving a Net Investment of £800. The client meets the Qualifying Investment threshold and must then maintain an Average Invested Value of at least £800 throughout the Holding Period.

Example: Holding Period (1 September 2026 – 30 November 2026). A client holds a position with an Average Invested Value of £800 or more until 30 November 2026. The client is eligible for the Share Bonus.

9. As the value of shares fluctuates with the market, any combination of shares allocated to you may not exactly equal the upper limit of the value band you are allocated to. You shall not be entitled to any cash adjustment in the event the allocation of shares results in you receiving less than the upper limit of the value band indicated. You are only eligible for one Share Bonus under this Promotion, even if you open multiple Share Dealing Accounts of different types during the Promotional Period or have a Net Investment of £800 or more in more than one Share Dealing Account.

10. The shares that form your Share Bonus will be credited to your GIA. They will not be credited to any other category of Share Dealing Account even if your Qualifying Investment was not made into your GIA. We will do this by 31 December 2026.

W-8BEN Requirement

11. As the Share Bonus may include US-listed shares, you are required to submit a valid W-8BEN Form to IG by 30 November 2026. Information on how to submit your W-8BEN Form is available at https://www.ig.com/uk/us-stocks-irs-tax-forms. The W-8BEN Form certifies your non-US tax residency status and is required under US tax regulations for you to receive applicable tax treaty benefits. 

12. If you have not submitted a valid W-8BEN Form by 30 November 2026, we reserve the right to withhold your Share Bonus and your entitlement to the Share Bonus will lapse. IG will not be responsible for any failure by you to submit the W-8BEN Form in time.

13. Where any shares in your Share Bonus are denominated in a currency other than GBP, those shares will be denominated in your account in the relevant currency (for example, USD for US-listed shares) and the value of them shall be subject to the exchange rate we apply on the date they are credited to your GIA.

General Conditions

14. In accordance with the Customer Agreement for your Share Dealing Account, you may be liable for fees and charges in respect of the shares you receive as part of the Share Bonus (for example, a foreign exchange fee). You can find our share dealing fees at: https://www.ig.com/uk/investments/share-dealing/costs-fees

15. You may not take advantage of concurrent promotions, incentives or promotional codes offered by IG or IG Group, unless the terms and conditions for the relevant promotion specify otherwise. If you participate in multiple promotions simultaneously, you shall be deemed eligible only for the one you began to participate in first.

16. You must be a direct client of IG. If you have any third-party introduction or introduction-type arrangement with IG or any IG Group company, accounts opened thereunder will not qualify for the Promotion.

17. All accounts are subject to our standard account opening criteria and are available subject to certain jurisdictional restrictions; not all applicants will be successful in their application for an account.

18. If any restrictions apply to your account, it may not be eligible for the Promotion until those restrictions have been lifted. Any restrictions that apply to a new account will be detailed in the email to the account holder upon account activation. 

19. The Promotion is not open to employees of IG or IG Group, or to employees of any other company engaged in direct competition with IG or any IG Group company.

20. The Promotion and any obligations of IG pursuant to it will be revoked or withdrawn from participants who abuse the spirit or intention of it. We reserve the right to cancel or withdraw the Promotion at any time for any reason, including but not limited to any suspected abuse of the Promotion. Further, where any of these Terms and Conditions are breached, where we believe the terms of your Customer Agreement have been breached, where you no longer have an account with IG, or where there is reason to suspect fraudulent conduct or an unfair or unintended advantage, we reserve the right to withhold, stop or cancel the Share Bonus.

21. We are the sole arbiter of the Promotion, these Terms and Conditions and any other issues arising under this Promotion. Exceptions to these Terms and Conditions are at the sole discretion of IG’s management, and our decision is final. We reserve the right to alter, amend or terminate the Promotion or any aspect of it (including these Terms and Conditions) at any time and without prior notice.

22. We will not be held liable for any losses incurred by you as a result of your trading or in relation to this Promotion, except where such loss is a result of our negligence or wilful misconduct. All investing involves risk. The value of shares can fall as well as rise, which could mean getting back less than you originally put in. Past performance is no guarantee of future results. Please ensure you fully understand the risks and take care to manage your exposure. 

23. We will not be held liable for your inability to satisfy the eligibility requirements of the Promotion or to trade as a result of any technical malfunction of the internet, IG’s platform, or your own computing system. You accept all risks associated with investing over the internet, mobile applications and downloadable software.

24. Any dispute or situation not covered by these Terms and Conditions will be resolved by IG’s management in a manner it deems fairest to all concerned, and that decision will be final and binding on all parties.

25. If at any time all or any part of any provision of these Terms and Conditions are or become illegal, invalid or unenforceable in any respect under the law of any jurisdiction, such provision will not affect or impair the legality, validity or enforceability in that jurisdiction of the remainder of that provision or of all other provisions of these Terms and Conditions or the legality, validity or enforceability under the law of any other jurisdiction of that provision or all other provisions of these Terms and Conditions.

26. If any tax is payable on the Share Bonus you receive under this Promotion, this tax will be your liability and will not be incurred by us. If the law requires us to withhold tax and settle with the relevant tax authority on your behalf, we shall credit the shares to your account net of this tax. 

27. For more information on how IG may use your data, please see our Privacy Notice and Access Policy at https://www.ig.com/uk/privacy.

28. These Terms and Conditions will be governed by and construed in accordance with English law and will be subject to the exclusive jurisdiction of the courts of England and Wales.