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Elevate General Investment Account

Open to UK residents over 18, with our General Investment Account there's no limits to how much your client can invest. So if they've used up their annual ISA allowance they can carry on investing.

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.

Is this General Investment Account protected?

The Financial Services Compensation Scheme (FSCS) will protect money held in the General Investment Account. 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.

Flexible pricing

Flexible pricing

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

Third party assets

Third party assets

Our General Investment Account lets you manage new or existing investments all in one place.

Our range of wrappers

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

Tools and illustrations

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