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‘Pay what you see’ pricing with a full breakdown of all payments provided.
Move your clients’ money between funds with no extra charges for switching.
Clear charging tiers that reduce fees as your clients’ investments increase.
Our current charges
Annual equivalent of the charge based on the value of the Elevate portfolio - regardless of tax wrapper.
Securities trading charges
The maximum stockbroking dealing charge is £12.50 per trade. Securities trading charges vary depending on whether securities are traded using ‘Quote and deal’ or ‘At best’. For example ‘At best’ charges could be as low as £5.50 per trade, depending on the type of security and if
orders are grouped together with those from other investors for the same security.
Third party products
Where Elevate is used to invest from third party offshore bonds or pensions, the third party providers will apply their own charges for these products. Please refer to their original documentation or contact them directly to obtain this information.
As part of the Standard Life Group, Elevate has been able to negotiate over 440 discounted share classes delivering an average discount of more than 0.10%. The majority of funds also carry no initial charge, but please check on Elevate to see the charges for specific funds, as initial charges may exist. The OCF/TER can be different
for each share class within the fund, and this may vary by fund.
For customers, understanding the world of investments can be difficult. Which is why we've made our platform pricing simple, with clearly defined charging tiers based upon the amount your client has invested in Elevate.
Your clients are always charged the lowest portfolio charge on their investment with our simple, tiered pricing structure. And when a reduced tier is reached, this charge applies to their whole portfolio.
Your clients' money can move between funds with no extra charges for fund switching. There are also no additional charges for model portfolio functionality or tools such as our risk profile questionnaire. And there are no withdrawal or transfer out charges.
Clients who link family accounts could see their charges fall even further by qualifying for a lower price tier.
Pre-fund your clients' investments - We automatically pre-fund all eligible contributions and fund switches at no extra cost to your clients.