Summary
What it is: a reduction to the platform fee charged by Sidekick that would otherwise apply to your Stocks and Shares ISA.
Who it is for: customers who meet the eligibility conditions in this Schedule.
How long it lasts: six months from the Qualifying Date, unless it ends earlier in line with this Schedule.
How it is applied: by reducing the platform fee charged to your Stocks and Shares ISA.
Promotion Period
The Promotion Period runs from February 23, 2026 to May 31, 2026, unless we withdraw the promotion earlier under ‘Withdrawal of this promotion’.
Eligibility
You are eligible for this fee reduction if, during the Promotion Period, you open a Stocks and Shares ISA through Sidekick and meet any additional eligibility requirements (for example, restrictions to prevent misuse or multiple claims).
Qualifying action
You qualify for the fee reduction by opening a Stocks and Shares ISA through Sidekick during the Promotion Period.
The Qualifying Date is the date your Stocks and Shares ISA is opened through the Platform.
Fee reduction
If you qualify, we will reduce Sidekick’s platform fee that would otherwise apply to your Stocks and Shares ISA from 0.25% per year to 0% per year for the Fee Reduction Period.
This fee reduction applies only to the Sidekick platform fee. It does not change any other charges that may apply to your investments (for example, fund or product charges charged by third parties).
Fee Reduction Period
The fee reduction applies for six months starting on the Qualifying Date (the Fee Reduction Period), unless it ends earlier.
When it ends early
The fee reduction ends early if:
you close your Stocks and Shares ISA,
you complete a full transfer out of your Stocks and Shares ISA, effective on the date the transfer out is processed, or
we withdraw or withhold the fee reduction in line with “When we may withhold, withdraw or correct”.
Withdrawal of this promotion
We may withdraw this promotion at any time, including during the Promotion Period. If we withdraw the promotion, it will not affect any fee reduction already applied to an ISA opened before the withdrawal date, unless we are entitled to withhold, withdraw or correct it under the section below.
Limits
You can only have one Stocks and Shares ISA with Sidekick at any time. This means this fee reduction can only apply once per customer. If you hold more than one Sidekick account, we may treat them as belonging to the same customer when applying this limit.
When we may withhold, withdraw or correct
We intend to apply the fee reduction where you meet the conditions in this Schedule. However, we may withhold, withdraw or correct the fee reduction (including reclaiming any over-reduction) if we reasonably believe:
you are not eligible;
the ISA was not opened during the Promotion Period;
there has been an error in calculation or application;
there is actual or suspected misuse, fraud, gaming or attempted circumvention (for example creating multiple accounts to obtain multiple rewards); or
we need to do so to comply with law or regulation, or for operational or risk management reasons.
Investment risk
When you invest through a Stocks and Shares ISA, your capital is at risk. The value of investments can go down as well as up, and you may get back less than you put in. Past performance is not a reliable indicator of future results.
Tax
A fee reduction is not the same as interest. Tax treatment can vary depending on your circumstances. You are responsible for your own tax affairs and should seek advice if you are unsure.
