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Elevate gives a full breakdown of all payments, paid to you and to us. We don’t fix any element of the adviser charges to your client, so you are free to agree charges with your clients in a way that works for you.
We don't charge extra for fund switches, model portfolio functionality or tools such as the risk profile questionnaire. Other charges may apply, such as Fund Manager and DFM charges.
Clients who link family accounts can see their charges fall even further by qualifying for a lower price tier.
Allows you to make faster transactions for your client, so the money is invested more quickly and has additional time in the market.
* Aggregate charges on securities trading could be lower than this. For example, we can charge as little as £5.50 for exchange traded funds and £7.50 for non-exchange traded funds where we can aggregate 50 or more number of trades.