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A place where your client can invest, without some of the restrictions of the tax efficient ISA and PIA product wrappers. Your client can also use this account to pay for their ISA related fees - which means they can make full use of their ISA allowance, and be as tax-efficient as possible.
A tax-efficient way for your client to invest for the future. You can set up a new stocks and shares ISA, and consolidate any ISAs your client already has.
A pension you can manage alongside other investments on Elevate. Your clients can start a new pension, as well as bringing together any other pensions that they might hold elsewhere. When they're ready to start taking retirement benefits, Elevate offers you the flexibility to easily manage your client's regular and one-off income requirements.
If your client has investments with other providers, you may be able to manage them through Elevate. This includes offshore bonds and pensions with certain providers. You can manage these third party investments through a General Investment Account.
More on managing third party assets
Want to know more about investing through Elevate? Call us on 0345 600 2399.
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