Axa’s Elevate wrap platform plans to include unbundled pricing, a pension wrapper, securities trading and upgraded investment tools. In addition, availability is being expanded to the wider market. Currently, the Elevate platform allows for investment in General Investment Account (GIA), a Stocks and Shares ISA (Individual Savings Account) and cash account. (We do not offer a Cash ISA). Please remember, the value of investments can go down as well as up and is not guaranteed. Clients could get back less than they invest.
Throughout the development of Elevate, AXA Distribution Services has undertaken a phased and consultative approach to launch, working with consultative adviser partners with the aim of creating the first UK platform which truly meets advisers requirements.
“This next stage of development is very exciting for us as it includes not only the expected, such as a pension, securities trading and investment tools but also our pricing structure,” says Paul McMahon, managing director, AXA Distribution Services. “I firmly believe that flexible pricing is an essential component for the wrap market today.”