ELEVATION MANAGED DIRECT

An online non-advised investment proposition, enabling you to invest into a Personal Pension or Stocks & Shares ISA

Elevation Managed Direct is an innovative investment and pension solution allowing you to set up regular contributions or to invest lump sum contributions into a Personal Pension or a Stocks and Shares Individual Saving Account.

What is Managed Direct?
Managed Direct is an online non-advised investment proposition, enabling you to invest into a Personal Pension or Stocks & Shares ISA account that is low cost, fully online. This is backed by Quilter Cheviot, one of the UK’s largest and most established investment managers.

Is this right for me?
Managed Direct is a new way for clients to invest, without advice and without the responsibility of running everything themselves. Pensions and Stocks & Shares ISAs are longer term investments. An investment with Managed Direct is not a cash investment. You should understand that these investments can put your capital at risk and the values can go down as well as up. If you are unsure whether this service is right for you, please contact us in order to discuss this further.

Who provides this service?
Elevation have partnered with Intelligent Money to provide Elevation Managed Direct. Intelligent Money is an ISA Plan Manager and Personal Pension provider with a range of fully managed investment portfolios where the underlying money is managed by Quilter Cheviot. Elevation has built a strong working relationship with both Intelligent Money and Quilter Cheviot. We have belief in their ability to provide a reliable service and their investment process is supported by a proven performance track record.

How does it work?
The fully online system is quick, automated and easy to use. You can choose from an ISA or Pension investment and you are guided through a number of investment approaches based on time and risk attitude. Once set up, the online access will allow you to monitor the investment and make any changes whenever you wish.

What if I need advice?
Elevation Managed Direct is a non-advised investment solution. You may decide on reflection that you would prefer to discuss your options with an adviser. Alternatively, after several years of investing through Managed Direct, you may have some questions or some financial issues that you wish to discuss in more detail, such as approaching retirement. At any point, Elevation can provide an advised face to face service where we can discuss your needs in more detail, including any existing investments you have made through Managed Direct. You are welcome to switch to become an advised client of Elevation at any time. Our usual advice fees would then be payable.

Important Information

This information, other rules, details of charges and the details of your investment options are all available when you enter the Managed Direct site. Please be sure to read the Key Features and Terms & Conditions documents on the site before proceeding.

Elevation DO NOT PROVIDE ADVICE on this arrangement. Should you require advice we would recommend you do not use this service, and contact us for our full advice offering. Intelligent Money may require you to take advice when you take benefits from their Personal Pension. This could be from Elevation or another financial adviser.

I’ve read everything and I’m ready to invest!

Please click on the following button to be transferred to the Managed Direct website.
MANAGED DIRECT WEBSITE

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Elevation Investment Management Ltd. Registered in England & Wales No. 04794182. Registered Address: Unit 1, Marlin Office Village, 1250 Chester Road, Birmingham, B35 7AZ. Authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 456358 at www.register.fca.org.uk. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9 123 or www.financial-ombudsman.org.uk.

All calls to and from our landlines are recorded to meet regulatory requirements.

ADDITIONAL DISCLAIMER

Intelligent Money is a separate unconnected business not under our control. Intelligent Money is authorised and regulated by the Financial Conduct Authority.

Third Party Websites: This website may also contain hypertext links to websites operated by third parties. The responsibility for the operation and content of those websites shall rest solely with the organisation identified as controlling the third party website and will be governed by separate terms and conditions. Links are provided for convenience and inclusion of any link does not imply endorsement in any way of the site to which it links. We accept no responsibility or liability for the contents of any linked website.