Our Awards

Our aim is to continue providing our customers with award-winning propositions and products.

Please remember that past performance is not a guide to future performance.

Defaqto Star Ratings

A Defaqto Star Rating reflects the quality of our propositions and can help you to make a more informed decision about whether our products meet your clients’ needs.
5 Star Defaqto ratings for 2011

• Self-invested Personal Pension – Retirement Wealth Account
• Offshore Bonds
  • AXA Isle of Man - Evolution
  • AXA Isle of Man - Estate Planning Bond
  • AXA Life Europe - International Portfolio Bond
  • AXA Life Europe – Legacy Planning Bond

Financial Adviser Service Awards

We received the following awards at the Financial Adviser Service Awards – November 2010:

• AXA Wealth Outstanding Achievement Awards – for consistent good performance;
• AXA Wealth 5 star Investments
• AXA Wealth 5 star Life and Pensions; and
• AXA Isle of Man 5 star Investments

Elevate Platform

Investing through Elevate means you’re investing through an award winning platform.

In November 2011 Elevate picked up two awards at the AdviserAsset platform awards:

• Service Award – Face-to-face sales support
• Best fit with IFA tool requirements

AdviserAsset pride themselves on the independence and impartiality of these awards, which are based on the collective results of platform due diligence conducted by over 1,100 IFA firms.

Elevate have also been highly rated:

• In June 2011 Elevate received the highest rating awarded of ‘eee’ in the category of SIPP proposition from F&TRC (Finance & Technology Research Centre), in association with Money Marketing.
• And, Elevate received a B+ rating (very strong) from independent rating agency AKG, in their Platform Profile and Financial Strength Reports in November 2010. Companies were rated from A (superior) to D (very weak).