ISAs and investments through the Elevate platform[

Elevate provides a flexible and RDR-ready* way to help manage your clients’ stocks & shares ISA and investment business.

To make Elevate even better value, we’ve reduced the amount Elevate retains from the initial charge to 0% across all wrappers available through the composite charging structure. Plus with simple, speedy sign up, Elevate is ready to use in a matter of days which means there’s no wasted time. It’s that simple, quick and easy to get going.

See how Elevate could help your client’s make the most of their stocks & shares ISA allowance and help your business grow today and tomorrow.

Contact our Business Development team on 0845 300 4175

• Easy to use interface – no paperwork or re-keying.
• One client signature account activation – make new investments, manage portfolios and even arrange client payments off Elevate with a few mouse clicks.
• Highly flexible remuneration options – allowing you to control your income, not us.
• Now even better value, we’ve reduced the amount Elevate retains from the initial charge to 0% across all wrappers available through the composite charging structure.
• Client view only access to the online platform if required.
• ‘Elevate Tailored Range’ of funds, analysed and reviewed by Architas, AXA’s own specialist investment company.
• Investment solutions provided by Architas and OBSR which link to Elevate’s risk categories.
• RDR-confident now and in the future; easily upgradeable to our full wrap platform.
• Plug & play set up with no tie-ins or barriers to exit.
• Friendly and committed customer service.

To find out about the Elevate ISA click here.

*This is based on our understanding of the current RDR proposals, and is therefore subject to change.