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Platform pricing
We pride ourselves on a clear and easy to understand pricing structure.
Transparent
'Pay what you see' pricing with a full breakdown of all payments provided.
Flexible
Move your clients' money between funds with no extra charges for switching.
Competitive
Clear charging tiers that reduce fees as your clients' investments increase.
Elevate charges at a glance
New client charges from 1 April 2019
| Elevate Portfolio Charge p.a | Value of Elevate portfolio |
|---|---|
| 0.30% | £0 - 149,999 |
| 0.25% | £150,000 - 999,999 |
| 0.20% | £1,000,000 - 2,499,999 |
| 0.15% | £2,500,000 - 4,999,999 |
| 0.10% | £5,000,000+ |
The new pricing will come into effect for new customers from 1 April 2019.
Any new client accounts submitted between 26 February and 1 April will also benefit from these terms from 1 April 2019.
For more details, read the Q&A
Annual equivalent of the charge based on the value of the Elevate portfolio - regardless of tax wrapper.
Download the Elevate client re-pricing agreement
Easy to understand for your clients
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.
'Pay what you see' pricing
Your clients are always charged the lowest portfolio charge they qualify for with our simple, tiered pricing structure. And when a reduced tier is reached, this charge applies to their whole portfolio.
No charges for switching funds
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.
Access lower charges by linking family accounts
Clients who link accounts with family members could see their charges fall even further by qualifying for a lower price tier.