This content is for Financial Advisers only, not customers. Not an adviser? Visit our customer site
Elevate General Investment Account
Learn more about how the Elevate General Investment Account can support your client’s long term investments.
What is the Elevate General Investment Account?
Open to UK residents over 18, our General Investment Account is for clients looking to make investments in the medium to long term (at least five years). It also has no limits on how much your clients can invest, so if they've used up their annual ISA allowance they can keep on investing.
Why consider an Elevate General Investment Account for your clients?
- There's no maximum limit - so your clients can invest as much as they like
- Your client can invest from as little as £100 a month, £300 a quarter, £500 every 6 months if making a regular payment or £1,000 in a single payment
- They can make regular or one-off withdrawals online any time either from the cash in their account or by selling investments
- Your client can choose whether to hold investments as a single or joint investor
- There are no additional product charges for opening an account - your client simply pays the Elevate portfolio charge plus any applicable investment charges
- You can use it to pay for any ISA charges, therefore making full use of the ISA allowance and being as tax-efficient as possible
- Laws and tax rules may change in the future. Your client’s circumstances also have an impact on tax treatment
This account is intended to be a medium (at least 5 years) to long term (over 10 years) investment.
The value of your client’s investments could go down as well as up, they may get back less than they paid in.
What investments are available through the General Investment Account?
We offer over 5,000 funds from more than 150 fund management groups. We also provide access to a wide range of other investments including exchange-traded funds (ETFs), Investment Trusts and directly held shares.
Financial Services Compensation Scheme
The Financial Services Compensation Scheme (FSCS) protects consumers but it doesn’t protect investments against performance. This means that if we’re unable to pay claims / benefits because of financial difficulties, your client would 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.
Flexible pricing
Our pricing structure has been built on simplicity, so our charges are clear, simple and transparent.
Third party assets
Our General Investment Account lets you manage new or existing investments all in one place.
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.