• It’s a way to invest and hold money – and helps my client make the most of other investments

  • The General Investment Account – Invest, move and manage money

    There are no limits to how much your client can invest in a General Investment Account (subject to the minimum permitted investment). So, even if your client has reached their limit on tax-efficient investments such as ISAs, they can carry on investing here.

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  • How the account works for you

    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.

  • Questions people ask us

    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. 

    There are no charges for opening the General Investment Account – your client simply pays the Elevate portfolio charge. Your guide to charges tells you more about the fees and charges your client will need to pay.
    Your client can make regular or one-off withdrawals at any time. They can withdraw either from the cash in their account, or by selling investments.
    Yes, it is protected under the Financial Services Compensation Scheme (FSCS). This means that if we were 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.
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    Investing through Elevate

    Elevate is a whole of market investment platform, with access to a broad range of assets and investments to suit your clients.

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    Flexible pricing

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

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    Read our Literature

    Search our literature library for details about the Elevate General Investments Account.

  • It’s easy to get set up on Elevate.
    Just call us on 0345 600 2399, or speak to your Business Development Manager. We sometimes record telephone calls to help with training, service and security.
  • Please bear in mind

    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.