The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.

Understanding Elevate charges

For customers, understanding the world of investments can be difficult. This is why we’ve made our platform pricing simple, with clearly defined charging tiers based upon the amount your client has invested.

Here’s what you can expect

Transparency
  • Simple, tiered ‘pay what you see’ pricing and we will make sure you get a full breakdown of all payments
  • Clients are always charged the lowest portfolio charge they qualify for
  • When a reduced tier is reached, this charge applies to their whole portfolio
Flexibility
  • Move your clients’ money between funds with no extra switching charges
  • No additional charges for model portfolio functionality or tools
  • No withdrawal or transfer out charges
Competitive rates
  • Clear charging tiers reduce fees as your clients’ investments increase
  • Clients who link accounts with family members pay the portfolio charge for the total of their combined investments and could see charges fall even further by qualifying for a lower price tier

Elevate charges at a glance

Elevate Portfolio Charge p.a Value of Elevate portfolio
0.30% £0 - £149,999
0.25% £150,000 - £999,999
0.20% £1,000,000 - £2,499,999
0.15% £2,500,000 - £4,999,999
0.10% £5,000,000+

Pre-fund your clients' investments

A few days out of the market could have a big impact on your clients' investments. That's why Elevate pre-funds new investments, fund switches and pension tax relief- even if their funds have yet to clear - at no extra cost to your clients.

Prefunding can help you:

  • Prevent undue delays when investing your clients’ money
  • Remove the guesswork by reducing the time out of market
  • Maintain complete control of your clients’ investments

Useful information on Elevate adviser charges

Initial adviser charge

Ongoing adviser charge (drawdown)

Elevate portfolio charge

More from Elevate

More resources for advisers

 

  • Literature

    Literature

    Important and useful documents, including product guides, forms, terms and conditions and sales aids.
    Browse our literature
  • techzone

    Techzone

    Support on the pensions, taxation and wealth transfer issues that matter to you, compiled by our expert team.
    Launch Techzone
  • certificate

    Continuous professional development (CPD)

    Accredited modules on topics that can help you provide a high-quality service to your clients.
    More about the modules

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