What's on the platform?[

Supporting you in the delivery of consistent portfolio management for your clients is a key objective of Elevate. That’s why a wide range of investment options are available on Elevate, from which you can construct portfolios to meet your clients’ individual requirements.

• The Elevate portfolio planning tool and Memoitem enable you to configure and review your clients’ individual portfolios.
• An Alerts service is due for release that will help you keep up-to-date with information key to the maintenance of your clients’ investments and portfolios.
• A single client signature gives access to all of Elevate’s current product wrappers.

Click on the boxes below to find out how your clients’ investments can be held on the Elevate platform.

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Elevate General Investment Account (Elevate GIA)
Elevate Stocks & Shares Individual Savings Account (Elevate ISA)
Investment Funds
Securities Trading

Broad range of investment funds
With Elevate you can access 1,400 funds from over 50 fund managers, including unit trusts, Open-Ended Investment Companies (OEICs), and sterling denominated investment funds in other territories such as SICAVs. We review our investment fund range regularly with the aim of ensuring it continues to meet your customers’ needs.

We’ve negotiated preferential terms with fund managers and have been able to remove the Fund Manager Initial Charge from all of the investment funds on Elevate. Depending on the fund selected, fund managers will deduct ongoing charges, which may vary, for running the selected investments.

Please remember that the value of investments can go down as well as up and is not guaranteed. Your client could get back less than they invest.

Securities trading
Elevate offers you the opportunity to trade online in around 3,500 different securities. These include investment trusts, Exchange Traded Funds (ETFs) and sterling denominated stocks and shares traded in the UK and settled by CREST. You can also access Permanent Interest Bearing Shares (PIBS) and many gilts and corporate bonds. There is a transaction charge for buying or selling the securities available through Elevate.