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The General Investment Account gives your client lots of options. They can use the account to invest money. Or they can hold money in the account until they’re ready to invest it somewhere else. Your client can also use this account to pay for their ISA related fees - which means they can make full use of their ISA allowance, and be as tax-efficient as possible.
To qualify, your client needs to be UK resident they must also be over age 18.
This account is intended to be a medium to long-term investment, of at least five to ten years.
The minimum investment amounts are £1,000 single payment or £100 a month, £300 a quarter, £500 every six months if making a regular payment.
Elevate is a whole of market investment platform, with access to a broad range of assets and investments to suit your clients.
Our pricing structure has been built on simplicity, so our charges are flexible, clear and transparent.
Search our literature library for details about the Elevate General Investments Account.
The value of your client’s investments can go down as well as up. It’s not guaranteed, which means your client could get back less than they originally paid in. Tax and legislation are likely to change in the future, and the information above is based on our interpretation of current law and HMRC rules. The value of any tax benefits will depend on your client’s circumstances.