Charging structure[

We understand that you have to consider a number of factors when setting your charging strategy – especially if you’re reviewing your business model.

With this in mind, we’ve developed a flexible charging structure which allows you to select the most appropriate remuneration format with your clients - according to specific circumstances.

We’ve developed our charging structure with three key principles in mind.

• Clarity and simplicity of charges – in order that you and your client can easily see and understand what’s being paid, to who and when.
• Platform level pricing – the core pricing on Elevate does not vary between product wrappers. This simplifies the charging process so that the advice you provide can be truly investment-led and independent of any product wrapper charges. In some circumstances there could be additional charges for the Elevate Pension Investment Account.
• Flexible, adviser-led remuneration – this aims to be aligned with the Retail Distribution Review (RDR) allowing you to agree the price of your services with your clients.

With Elevate you can tailor your remuneration on a client-by-client basis and choose remuneration at an individual client level or product wrapper level.

Variable charges may apply to certain investments, but we do not apply additional charges for;

• exits; or,
• re-registration on or off the platform.

Please contact our distribution team, if you’d like to find out more about our flexible charging structure.

Click through to find out how the tools on Elevate could support your service to your clients.