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for cheques to clear 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, while theirs is clearing.
Pre-funding can help you:
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.