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Legal

View the contractual agreements between you, Exo Investing and our partners.

Refer a Friend Offer

According to one of the greatest social influencers of our time, Mark Zuckerberg, “Nothing influences people more than a recommendation from a trusted friend” and we here at Exo Investing think he has a point. So much so, in fact, we’d like to make you an offer.

If you’ve been impressed by what we’re doing for you and want to refer a contact or a friend, we’d like to say thank you by offering you a £100 cash bonus, added straight into your portfolio, for every successful referral you make.

And that’s not all. The person you refer will have their first 6 months managed completely fee-free. So you’ll both win!

Here’s how this works. The referral process has four simple steps:

  • Go to "My referrals" section within your profile and share your unique code or link whichever way you choose.
  • Let your friend know that both Exo and this referral programme are great and that they should follow the link to create their account.
  • Wait for your friend to set up their account and we’ll let you know when they’ve successfully transferred their funds.
  • Receive your £100 referral bonus and think about who else you’d like to refer.

Now the all important but slightly boring legal bit.

  • These are the terms & conditions applicable to the Exo Investing “Refer a Friend” offer (the Offer). The Offer is being made and promoted by Exo Investing Limited (formerly Finhub Technologies Limited), the legal name for Exo Investing. For the sake of simplicity, however, we refer to ourselves in these terms & conditions as “Exo Investing”.
  • Subject to these terms & conditions, the Offer entitles Exo Investing account holders to have £100 credited into their Exo account for every successful referral (“Referral Bonus”). The Referral Bonus will be credited to your account within 5 days of the date your friend/contact activates their account (i.e. the minimum deposit is credited to their Exo portfolio).
  • For you to be eligible for the Referral Bonus, the following conditions must be met

    • You must hold an active account with Exo Investing;
    • Your friend/contact must not have any existing accounts with Exo Investing;
    • You must have a personal (not business) relationship with the person you wish to refer;
    • Your friend/contact must create an account via the unique link or code received from you. Accounts not created via the unique link or code will not entitle you to the Referral Bonus.
    • A referral requires your friend/contact to open an account with Exo Investing and transfer the minimum deposit into the product of their choice within 30 days of the date on which their account with Exo Investing is confirmed as being open;
    • Your friend/contact must keep their Exo Investing account active for at least 6 months. If they don't, for whatever reason, we reserve the right to deduct £100 (the amount originally credited to you) from your account;
    • You can only refer a friend on one occasion and the Referral Bonus is only available on the first account opened by each friend/contact;
    • The Offer is not available in conjunction with any other offer, rebate or promotion;
    • Exo Investing employees, contractors and members of their households are not eligible to participate in the Offer;
    • The Offer applies to all referrals made prior to 31st December 2019 ("End Date"). We reserve the right, however, to revise the Offer and the End Date at our absolute discretion.
  • Exo Investing reserves the right to amend, withdraw or restrict the Offer at any time without notice.
  • Exo Investing reserves the right to decline to open an account (as applicable) at its sole discretion and without giving any reason for doing so.
  • You may not have a power of attorney or any other authority to open a friend’s/contact’s account with Exo Investing.
  • The Offer must only be used for personal and non-commercial purposes.
  • The Referral Bonus is subject to, and contingent upon, yours and your friend’s/contact’s compliance with these terms & conditions. In addition to any other rights and remedies available to Exo Investing, in the case of any breach or suspected breach of these terms & conditions, Exo Investing is entitled to deem your account ineligible for the Referral Bonus.
  • These terms & conditions (including non-contractual disputes or claims) are subject to English law and the exclusive jurisdiction of the English courts.
  • Exo Investing Limited (formerly Finhub Technologies Limited) is registered in England & Wales with company number 10094765 and its registered office at Spaces, Citypoint, 1 Ropemaker Street, London, EC2Y 9HT.

Exo Investing

  • Data & Privacy Policy
  • Site Terms
  • Terms and Conditions
  • Pillar 3 Disclosure (PDF)
  • Referral terms and conditions

Winterflood Business Services

  • Best Execution Policy (PDF)
  • Complaints Policy (PDF)
  • Conflict of Interest Policy (PDF)
  • Privacy Notice (PDF)
  • Terms and Conditions (PDF)
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When investing, your capital is at risk. The value of your investments can go down as well as up, so you could get back less than you invested. Please remember we do not give financial advice and we manage your portfolio on a discretionary basis.
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© Exo Investing is the trading name of Exo Investing Limited which is authorised and regulated by the Financial Conduct Authority (FRN: 748161). Exo Investing Limited (formerly Finhub Technologies Limited) is registered in England & Wales with company number 10094765 and its registered office address at Spaces, Citypoint. 1 Ropemaker Street, London, EC2Y 9HT.