Benefits of appointing us as agent

For an explanation of what appointing us as agent is, or for frequently asked questions, please click here.

• 0.5% cashback on the value of your investments transferred to us (where 0.5% trail commission is payable)
• No need to invest or change your investments
• Six-monthly valuation reports sent to you - free of charge!
• Six-monthly fund monitoring report sent to you - free of charge!
• Quick and simple 4 step procedure - apply now
• Friendly and efficient service

Unlock valuable cashbacks

If you have PEPs, ISAs and Unit Trusts/OEICs with fund managers like Fidelity, Invesco Perpetual, Jupiter or New Star, the chances are you’ll be paying annual management charges, typically in the region of 1.5%. You may have received an initial discount when you originally invested, but have you considered the possibility of some of the annual commission (which forms part of the annual management charge) being discounted or rather being rebated back to you?

But perhaps, more importantly, how do you know if your investments are performing well? You probably receive six-monthly valuation statements from the fund manager, but these aren’t going to tell you which other funds are performing much better. And unless your broker sends you regular information about the relative performance of your investments, it can be a difficult and onerous task to identify the weaker performers in your portfolio.

We’ll help you manage your investments better by keeping you up-to-date with the performance of your funds by way of regular personalised investment reports – free of charge. There is a huge difference between the best and worst performing funds. Our regular fund monitoring reports will help you identify the best and worst of your funds giving you information that if acted upon could result in hundreds or even thousands of pounds in extra profit.

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You're in control

In most cases, regardless of who originally arranged your investment, you can decide who receives future renewal commission payments. The fund manager will not pay you directly, but you can choose the company you want to be paid. Even if you originally invested direct with the fund manager, it still may be possible to receive a cashback and free fund reporting services from us.

"It won’t cost you a penny to appoint us as your agent - no up-front, periodical or exit fees, and no additional charges to pay to the fund managers. In other words, you have nothing to lose."

Nothing to lose

If you choose Elson Associates, we will share part of this renewal commission with you by way of an initial payment. We will also provide you with free ongoing services. As our rebate is paid to you up-front, usually before any commission is collected, we do request that you retain Elson Associates as your agent for a minimum period of 1 year, click here for more details.

Once we are your appointed agent, we will send you a one-off payment equal to 0.5% of the total investment value transferred to our agency (on all investments paying 0.5% renewal commission). Where renewal commission is less than 0.5% per annum, the cashback percentage will be the same as the renewal commission percentage.

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A profitable partnership

Assuming 0.5% p.a. renewal commission, you could expect your payment to be as follows:

Total Transfer Value	Cashback
£10,000	£50
£25,000	£125
£50,000	£250
£100,000	£500

But the benefits don’t just stop there. In addition to this exceptional cashback offer, and as already mentioned, we’ll help you manage your investments better by keeping you up-to-date with the performance of your funds by way of free, six-monthly valuation and fund monitoring reports.*

We want you to make money. If we can assist you by providing the information that gives you the knowledge to make sounder investment decisions, then I am sure you will agree, these services are extremely worthwhile.

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What you need to do… Less time than it’s taken to read this offer?

Simply complete agency appointment application forms (for any investments still currently held outside our agency):

• Online by applying now.
• Request agency appointment application forms to be sent to you by clicking here.
• Or alternatively, you can contact us here.

That’s it. So, if you have a few details handy it will probably take less time to complete the forms than you’ve already spent reading this offer. We doubt if you ever look forward to filling in forms, most end up costing you money but our Agency Appointment Forms will make a pleasant change. They will bring you money.

Once we have received your Agency Appointment Forms we will ascertain which of your investments will qualify for a cashback. We will then send you confirmation of the current valuation(s) together with a cheque in settlement.

If you took the time to read our offer… thank you. I have tried to explain the offer as thoroughly as possible but you might still have some questions. If you do, try reading the “Frequently asked Questions” section by clicking here or contacting us here.

* Our six-monthly valuation and fund monitoring reporting service applies to funds held with the following companies which are included in Financial Express’s UK Unit Trust/OEIC database. Financial Express is a leading supplier of investment performance information and its UK Unit Trust/OEIC database includes information on over 1,700 funds.

Aberdeen, Allianz Global, Artemis, Axa Framlington, Black Rock, Cofunds, F&C Fund Management, Fidelity, First State, Gartmore, Henderson Global Investors, Invesco Perpetual, Investec, JP Morgan, Jupiter, Legal & General, Liontrust, M&G Group, Manek, Martin Currie, Neptune, New Star, Newton, Norwich Union, Prudential, Rathbone, Resolution, Schroder Investments, Scottish Widows, SG Asset Management, Solus Funds and Threadneedle.

If your investments are not with any of these companies, you may still benefit from daily valuations and fund monitoring by setting up an online account here.

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