• I want an ISA that offers a great range of investments, all in a tax-efficient environment

  • Individual Savings Account (ISA) – Simple, tax-efficient saving

    Bring together ISAs from the previous and current tax year, and manage them all in one simple online account.

  • Want to create a personalised illustration for your client? 
  • Simplicity, flexibility, choice

    The Elevate ISA is a great way for your client to invest in a tax-efficient way. Your client can bring together any existing ISAs and manage them in one account, alongside any other Elevate investments. You can also help your client to invest in a great range of investment options, from blue-chip FTSE shares to more adventurous emerging markets investments.

    This is a Stocks and Shares ISA - but it also allows your client to hold cash to cover charges or for future investment. Find out more about the investment options available.

  • Questions people ask us

    This ISA 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. 
    • The minimum amount you can transfer in is £1,000.
    • The most your client can invest is set by HMRC. For 2016/2017 the maximum is £15,240, and that money is the combined amount across Stocks and Shares ISA and Cash ISA. Your client can only subscribe to one Stocks and Shares ISA and one Cash ISA (with another provider*) in any tax year. Your client may be eligible to apply for an additional ISA allowance following the death of their spouse or civil partner.

    * Please note: Elevate does not offer a Cash ISA.

    To qualify, your client needs to be UK resident or a Crown employee serving overseas or married to or in a civil partnership with a Crown employee serving overseas. They also need to be over 18.
    There are no charges for opening the ISA – your client simply pays the Elevate Portfolio Charge. There is no charge for transferring ISA investments into or out of Elevate, however your client’s previous ISA manager may impose a charge for moving the assets away. 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 any time. They can withdraw either from the cash in their account, or by selling investments.

    If your client has got an ISA with another provider, they can re-register the investments to their Elevate account for free if we have the fund available and if the existing plan manager agrees.
    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.
  • Elevate tools and illustrations

    Tools and illustrations

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

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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 Individual Savings 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 ISA can go down as well as up. It isn't 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.