• Elevate Stocks and Shares ISA Our Stocks and Shares ISA lets you bring together your clients' ISAs from previous and current tax years and manage them all in one simple online account. For 2017/18 tax year if your client is over 18 they can invest up to £20,000 tax efficiently.
  • Why consider an Elevate Stocks and Shares ISA for your clients?
    • There are no additional product charges - your client simply pays the Elevate portfolio charge as well as any investment charges
    • Your client can invest from as little as £100 a month, £300 a quarter, or £500 every 6 months if making a regular payment or £1,000 in a single payment
    • They can make regular or one-off withdrawals at any time either from the cash in their account or by selling investments
    • Your client can apply for an additional inherited ISA allowance if their spouse or civil partner dies.

    This account is intended to be a medium (at least 5 years) to long term (over 10 years) investment.


    Download key featuresDownload terms and conditions

  • What investments are available through the Stocks and Shares ISA?

    We offer over 5,000 funds from more than 150 fund management groups. We also provide access to a wide range of investments including exchange-traded funds (ETFs), Investment Trusts and directly held shares.

  • Flexibility to pay ISA charges using the General Investment Account

    With Elevate, clients can pay ISA related fees from their General Investment Account. This means they can make full use of their ISA allowance and be as tax-efficient as possible. They can also hold money in their General Investment Account until they're ready to invest it somewhere else.

  • Is this Stocks and Shares ISA protected?

    The Financial Services Compensation Scheme (FSCS) will protect money held in the ISA. This means that if we’re unable to pay claims / benefits because of financial difficulties, your client may be able to make a claim with the FSCS if they are eligible There are limitations to the amount of your client's investment that is protected. Please see the Key Features Document for details of the limitations.

    More about the FSCS

  • Flexible pricing

    Our pricing structure has been built on simplicity, so our charges are clear, simple and transparent.

    Our range of wrappers

    We offer a range of product wrappers allowing you to review and manage your clients' investments all in one place. 

    Tools and illustrations

    Manage your clients' portfolios quickly and easily using our tools or get an illustration.