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Without pre-funding, your clients could wait up to:
for cheques to clear for new investments
for switches to settle
for pension tax relief
We know that you understand how quickly the investment market can change and the effect this could have on your clients’ money. So we continue to make sure that their money is invested as quickly as possible by funding investment instructions with our money, whilst theirs is clearing.
Pre-funding can help you:
Funds paid for by cheque or direct debit are invested from
day one, meaning more time in the market for your clients’ investments. Pre-funding is available across Elevate’s full range of investment wrappers.
Once we have the unit price we buy at the next valuation point, without waiting for the settlement of the sold fund. This means your clients are back in the market within 48 hours.
Tax relief is applied to a pension contribution immediately without a potential 65 day wait to receive and re-invest the tax relief.
To get started using Elevate and allow us to pre-fund your clients' investments, contact one of our relationship managers.
Choose from a range of over 5,000 funds including discounted share classes and Elevate will pre-fund your clients' investments.
We will automatically pre-fund your clients' investments without instruction, so you don't need to do anything extra.