Earlier this year, AXA Wealth used the strong partnership between its wrap business Elevate and its multi manager business Architas, to bring to market a special ‘cashback’ offer.
Due to demand from IFAs AXA Wealth announces a new offer which advisers and their clients can take advantage of.
The cashback offer provides benefits for both IFA and end customer; the client receives cashback and the adviser earns a fee income from the client investment*.
The way it works is straightforward:
– The client invests in eligible Architas funds on Elevate during the offer period (until 30 September 2011)
– The client remains invested in the funds throughout the investment period (1 October 2011 until 30 September 2012)
– Elevate makes a cashback payment to the client’s Elevate Cash Account by 31 October 2012.
David Thompson, managing director, AXA Wealth UK Distributors, says: “Taking advantage of the Elevate-Architas cashback offer allows investors access to the expertise of multi-management investment specialists through an award-winning platform**. The fact that demand from advisers has been so high is testament to the fact that this really is being recognised as exactly what it is – a partnership that pays.”
The offer also provides financial advisers with a good opportunity to review their clients’ portfolios, helping them choose the funds most appropriate to their personal circumstances, financial needs, life goals and risk profile.
Source : AXA
