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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.
|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|
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:
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.