We like to make it simple. Our pricing structure is based on clearly defined charging tiers depending on the amount your client has invested.
Value of Elevate portfolio | Elevate annual portfolio charge |
---|---|
£0 - £149,999 | 0.30% |
£150,000 - £999,999 | 0.25% |
£1,000,000 - £2,499,999 | 0.20% |
£2,500,000 - £4,999,999 | 0.15% |
£5,000,000+ | 0.10% |
Jargon in financial services can be confusing, which makes it hard for your clients to compare services or understand what they’ll pay. This document identifies the main components of platform charges and explains what these different charges might look like.
For more information about Elevate’s pricing, please see our charges guides.
When accounts are linked for family terms, the Elevate portfolio charge is based on the combined value of the linked accounts, which may reduce platform charges. We can link up to 10 accounts.
For more information on family terms, including terms and conditions, please see our Understanding family/couples discount guide.
Please note: linking family accounts isn't done automatically by the platform.
As time out of the market can have a big impact on your clients' investments, Elevate can pre-fund new investments, fund switches and pension tax relief for your clients at no extra cost, even if their funds have yet to clear.
Pre-funding can help you:
For the various cash accounts held within your client’s Elevate account, we apply a cash management administration charge (CMAC).
The charge represents the difference between the total interest we receive from the bank(s) used to provide these accounts and any interest payable to your client. We keep the margin (charges). Interest rates vary depending on the interest received from the bank(s) and may go up and down regularly.
To find out more, take a look at our Elevate cash interest rates.
If you’d like more information about Elevate’s charges, speak to your usual abrdn contact. If you don’t currently have an abrdn contact, please call 0345 272 6622 to arrange a call back. Call charges can vary.
Call charges will vary. There is no guarantee that any email you send will be received or will not have been tampered with. You should not send personal details by email.