Investment Question

garyandlynn · 20 May 2012 at 10:40AM

My wife received a letter from Axa Wealth about her Elevate investment. Copy of statement is at
www. insidethematrix .co .uk / img004.jpg (sorry new users cant post link but thats the link)
What she wants to know is - is that money available to her to withdraw?

Thankyou.

dzug1 · 20 May 2012 at 11:05AM

Dodgy link there - nothing to do with AXA. And it doesn't work anyway.

The answer to the question depends on the T&C of the Elevate account and the T&C of the investment in it.

From what I can make out, Elevate is aimed at financial advisors rather than directly at investors - so maybe her financial advisor is the place to start

jem16 · 20 May 2012 at 11:14AM

garyandlynn wrote: »

What she wants to know is - is that money available to her to withdraw?

As it's in an ISA yes the funds are available to withdraw.

Question is - why does she want to withdraw money from an ISA?

jem16 · 20 May 2012 at 11:15AM

dzug1 wrote: »

Dodgy link there - nothing to do with AXA. And it doesn't work anyway.

Link works fine when all spaces are removed.

http://www.insidethematrix.co.uk/img004.jpg

garyandlynn · 20 May 2012 at 11:30AM

Thanks for your help guys, she/we need to witdraw the money as she lost her job and we are getting behind with bills.

dzug1 · 20 May 2012 at 11:37AM

jem16 wrote: »

Link works fine when all spaces are removed.

http://www.insidethematrix.co.uk/img004.jpg

Must have missed a space:o

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