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There may be times when you or your clients want to use products from other providers, for specific tax or investment purposes. We understand that - which is why you can manage new or existing third party assets through Elevate.
Investing in this way is good for your client: they get all the specific features of a particular product, but can still take advantage of Elevate’s wide
range of investments. And it’s good for you: by bringing your client’s assets together, you have a better view of whether they’re on track to achieve their financial goals. You can also make the most of all the tools and support that are available through Elevate. And you can follow a consistent investment strategy across more of your client’s portfolio.
Your client opens an Elevate General Investment Account for Third Party Assets. You can then transfer investments held for example in the client’s international bond or pension from certain providers, and manage them through Elevate. By moving third party assets onto Elevate, you can:
Explore Elevate's features and benefits
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.