AXA Wealth has launched a new loyalty offer for advisers and clients investing in Architas funds through the Elevate platform. This follows the successful launch of the Elevate-Architas offer earlier this year. AXA Wealth has now further improved the offering and extended the time period over which it is available.
Available from 1 October 2011, the offer will run until the end of 2012, and is designed to provide a long term benefit to clients.
The Elevate-Architas offer:
• The client invests in eligible Architas funds through the explicit pricing model on Elevate
• The client remains invested until the end of a specific investment period*
• The client’s Elevate platform charge is then waived for the life of the investment.
David Thompson, managing director, AXA Wealth UK Distributors, said: “We have a loyal following of IFAs who place business with Architas through Elevate, and the new offering will reward our customers through the ability to access Architas’ multi-management investment expertise and the explicit charging capability of Elevate**. The explicit charging model is available now and enables advisers to grow their business before, during and after the implementation of the Retail Distribution Review.”
IFAs should contact their AXA Wealth business development manager for further details.
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