Referral Scheme Terms & Conditions

Updated 30/05/2022

1. The Unleash Equity Referral Scheme is open and available to all lifetime mortgage customers of Unleash Equity (“the referer”).
2. This scheme is only in effect for lifetime mortgage customers that are referred to us. Protection cases would be assessed on a case by case basis. Please contact us if you have a protection or insurance case to refer.
3. The referral amount detailed in this scheme is a gross payment. The referer is responsible for any taxes, as required by law, arising from the provision of the referral bonus.
4. The referer is eligible to receive vouchers with a £200 value, subject to successful completion of business with your referral. If the event that there are problems with issuing vouchers or gift card, a cash alternative will be offered.
5. The referred person will receive £100 cashback in the form of a voucher or cash once their lifetime mortgage has been completed and all fees have been settled with Unleash Equity. A cash alternative may be offered, paid by bank transfer, if there are problems with issuing a voucher.
6. Standalone home insurance referrals are not eligible under this scheme.
7. The referer will be sent a voucher worth £200 upon completion of the case and is subject to Unleash Equity receiving all fees and payments from all involved parties.
8. The voucher will be paid within 30 days from the date the above occurs.
9. It is the referer’s responsibility to contact their Advisor at Unleash Equity in order to claim their referral payment.
10. In the event that Unleash Equity is (for whatever reason) unable to procure the indicated incentive, then you will receive a substitute of commensurate value subject to these same terms and conditions.
11. The referer will not be eligible to receive the referral payment under this scheme in the event that the referred person is already on the Unleash Equity database at the date of referral or if Unleash Equity have already received their details but has not yet entered them on the database.
12. The referred person must be notified and have consented to their details being passed to Unleash Equity for this scheme before the date of the referral. This is the responsibility of the referer and is subject to the Data Protection Act 2018. The referer will indemnify Unleash Equity for any loss or claim arising out of the referer’s failure to procure such consent.
13. Customers can only be referred to Unleash Equity once. In the event that a customer is referred to Unleash Equity more than once, only the first person to refer that customer to Unleash Equity (with the referred person’s permission) will be eligible for a referral payment under this scheme.
14. Permanent employees and contract and temporary workers working directly for Unleash Equity are not eligible to participate in the referral scheme.
15. There is a limit of 10 referrals per customer in one year. If you have more referrals than this, then please get in touch with our marketing team and we can discuss further.
16. The referral scheme is available until further notice and can be withdrawn at any time.
17. This offer cannot be used in conjunction with any offer or agreements between Unleash Equity and the referrer.