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AXA Wealth Loyalty Offer
Partner with Elevate and Architas and share the benefits – the AXA Wealth Loyalty Offer provides annual cashback to your clients who invest in our Architas investment management solutions through Elevate.
If your clients invest new monies in eligible Architas funds on Elevate’s Explicit pricing structure between now and at least the end of 2012, they can receive a cashback. This is designed to be equivalent to their Elevate Portfolio Charge (EPC) and will be paid into their Elevate Cash Account on an annual basis for as long as they remain invested.
The offer is available:
- For all new assets on Elevate’s Explicit charging structure, invested into eligible Architas funds (qualifying investments). This includes:
- Assets currently held in Architas that are re-registered to the Elevate platform
- Any fund switches from non-Architas funds within Elevate
- For all product wrappers
- For your clients to enter until at least the end of 2012
- On all qualifying investments for as long as your clients remain invested
Partner with us and share the benefits
Benefits for your client:
- Availability of this offer until at least the end of 2012
- Annual cashback payments for as long as they remain invested. Based on a £100k investment on Elevate, this could be equivalent to £2,750 in 5 years (see example)
- The flexibility to use this cashback as they wish
- This offer on all Elevate product wrappers; Pension Investment Account, General Investment Account, Stocks & Shares ISA and Trust Accounts. Plus Third Party SIPPs & Offshore Bonds
- Keeping down the cost of investing
- A combination of our Elevate platform, plus the investment experience of Architas
Benefits for you:
- Building loyalty with your clients over the long term
- One simple package – Architas’ expertise and multi-manager fund range, all available on the Elevate platform
- A consistent, end to end investment process, making your life easier
- Not having to worry about additional capital gains tax complexities – this gets taken care of within the fund
- Retaining the ability to gain access to Elevate’s extensive fund & investment solutions
The Facts
The loyalty offer is available until at least the end of 2012.
Qualification is split into these quarterly offer periods:
| Offer periods | |
| 1 January – 31 March 2012 1 April – 30 June 2012 1 July – 30 September 2012 & 1 October – 31 December 2012 |
Your client must remain invested for a full year after the close of the offer period that they invest in, to receive their cashback payment on their qualifying investments. The cashback payment is made the month following the end of this complete year and then each year subsequently, for as long as they remain invested. |
An example
Based on £100K invested between 1 January and 31 March 2012 and invested until 31 March 2017.
Here your client would receive their first cashback in April 2013, and subsequent cashback payments each April until 2017.
Assuming the value of the investments does not change, you would receive £2,750 cashback by April 2017, which they can spend as they choose!
The table below shows this in more detail:
| Date of investment valuation | 1 April 2013 | 1 April 2014 | 1 April 2015 | 1 April 2016 | 1 April 2017 |
| Investment value in eligible Architas Funds | £100,000 | £100,000 | £100,000 | £100,000 | £100,000 |
| Rate of Elevate Portfolio Charge (EPC) | 0.55% | 0.55% | 0.55% | 0.55% | 0.55% |
| Amount of client cashback | £550 | £550 | £550 | £550 | £550 |
| Total client cashback | £550 | £1,100 | £1,650 | £2,200 | £2,750 |
They need to remain invested until at least the close of business 31 March 2013 to receive their first cashback. This will be paid April 2013 and then each subsequent April for as long as your client remains invested. |
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Please remember that the value of investments can fall as well as rise and is not guaranteed,which means that your clients could get back less than they invest.
Further information, please note
- The offer applies to all Architas’ UK funds, except the Architas Liquidity Fund.
- The cashback payment is designed to be equivalent to your clients’ EPC on their qualifying investments, however it will vary due to the way it is calculated.
- Following potential changes in regulation from 2013, we may replace the cashback with an automatic waiver of the EPC.
- You can find further information on the ‘AXA Wealth Loyalty Offer Terms & Conditions’ leaflet.
| CONTACT US |
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For more information please speak to your Business Development Manager or call us on 0845 129 9993. As part of our commitment to quality service, telephone calls may be recorded. |
| ELEVATE PLATFORM |
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Login to the Elevate platform to access illustrations, tools & services. |
| LOYALTY OFFER |
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