Introducing Elevate

We are currently updating our website to reflect our enhanced service, which includes: Our flexible charging structure. The Elevate Pension Account. Securities Trading. 1400 funds from over 50 fund managers. Please visit us again as our new site will be avaialable within the next few days.
This website is provided for UK financial advisers to discover more about Elevate, the wrap platform from AXA. If you are a private client interested in Elevate, please contact your financial adviser for more information.

The site currently highlights the culture and people behind Elevate. As we further develop the platform we will also extend the details to reflect the products and tools that will be available.

We aim to provide the first UK platform service which truly meets financial advisers’ requirements. In the fourth quarter of 2008 you will learn a lot more about what Elevate has to offer as the functionality increases to include:

A flexible pricing structure offering advisers both bundled and unbundled pricing options
Pension wrapper and securities trading
Upgraded investment tools

This is all in addition to the existing Elevate products and services:

Professional business consultancy and adviser support
The Elevate General Investment Account, Elevate Cash and Elevate Stocks & Shares Individual Savings Account (ISA). Please note, we do not offer a cash ISA. The value of investments can go down as well as up and is not guaranteed. Clients could get back less than they invest.

AXA Distribution Services has been set up specifically to develop the Elevate wrap platform. Our client-centric focus, value added services and phased and consultative approach to the launch of Elevate demonstrates our belief that wrap platforms must be built around adviser’s needs.

Paul McMahon
Managing Director, AXA Distribution Services

Putting advisers at the centre of the design and development of Elevate, coupled with our long-term commitment to the platform market, will be the key to delivering a successful proposition.

Martin Jennings
Director of Marketing and Business Development

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3 December

The Future of Distribution in Financial Services

A prominent event on the challenges and future of distribution; proposed changes to the market structure; the impact on the strategic direction of business models and developing stronger relationships with the consumer.

1 October

Financial Planner Magazine

The article outlines AXA Distribution Services approach and rationale for becoming sponsors of the Institute of Financial Planning.

10 September

AXA Distribution Services announces The Finch Group as one of the Elevate consultative partners

AXA Distribution Services reveals that The Finch Group is one of the consultative partners to have worked on the development of the Elevate wrap platform.

Elevate, PO Box 476, Bristol BS32 4UY. Telephone: 0845 600 2399. AXA is a worldwide leader in financial protection and wealth management. In the UK, one of the AXA companies is AXA Portfolio Services Limited, which uses the Elevate trading style. AXA Portfolio Services Limited is the provider of the Platform, a service which is not regulated by the Financial Services Authority. AXA Portfolio Services Limited is also an ISA manager and distributor of financial products and services, activities for which it is authorised and regulated by the Financial Services Authority under reference number 144849 (www.fsa.gov.uk/register). It is a company limited by shares, registered in England No 01128611. Registered office: 5 Old Broad Street, London EC2N 1AD. As part of our commitment to quality service, telephone calls may be recorded.