What is the Moneybase investment transfer offer?

Modified on Tue, 8 Sep at 5:45 AM

The Moneybase investment transfer offer, also known as the Mark a Smart Move Offer 2026, rewards eligible customers who consolidate their investment portfolio by transferring investments from another bank, broker or custodian to Moneybase.


Eligible customers can receive:

  • A one-off cash bonus based on the value and type of investments transferred
  • Reimbursement of eligible third-party transfer fees, subject to the applicable limits
  • Moneybase Club membership if the completed transfer brings their qualifying balance to the threshold for Select, Premier or Elite


The offer applies to eligible investment transfers initiated between 7 September 2026 and 7 December 2026.


The cash bonus is credited in euro to the Moneybase cash account linked to the investment account receiving the transferred investments.


The offer is subject to the complete Investment Transfer Offer Terms and Conditions.


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