• Pre-funding from Elevate A few days out of the market could have a big impact on your clients' investments. That's why Elevate pre-funds both contributions and investment switches - even if their funds have yet to clear.
  • Without pre-funding, your clients could wait up to:

    4 days

    for cheques to clear for new investments

    6 days

    for switches to settle

    65 days

    for pension tax relief

  • In 2016 Elevate pre-funded £2.5billion in transactions

    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:

    • Prevent undue delays when investing your clients' money;
    • Remove the guesswork by reducing the time out of the market;
    • Maintain complete control of your clients’ investments.
  • What does Elevate pre-fund?
    New investments

    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.

    Fund switches
    Pension tax relief
  • How can I take advantage of pre-funding with Elevate?
    Get started

    To get started using Elevate and allow us to pre-fund your clients' investments, contact one of our relationship managers.

    Investing through Elevate

    Choose from a range of over 5,000 funds including discounted share classes and Elevate will pre-fund your clients' investments.

    Existing advisers

    We will automatically pre-fund your clients' investments without instruction, so you don't need to do anything extra.