content is aimed at financial advisers only and should not be relied on by
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.
This ISA is intended to be a medium to long-term investment, of at least five to ten years.
* Please note: Elevate does not offer a Cash ISA.
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.
Manage your clients' portfolios quickly and easily using our tools or get an illustration.
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 Individual Savings Account.
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.