Elson Associates' Personalised Illustration

Personalised illustration

Prior to investing, clients must receive a specific quotation based on the fund(s) they wish to invest in. Completing the fields below will enable us to create your own personalised illustration for the investment(s) you wish to take out. Please note that this is for directly held investments only such as Invesco, Jupiter, Janus Henderson etc.

If you require a personalised illustration for investments held on platform with Aegon or Fidelity FundsNetwork, please contact us here.

We also offer popular literature for you to download. You can view a list of this literature by clicking here.

Add fund(s)

Client Terms and Key Features for Aegon and Fidelity FundsNetwork can be found here. Supporting documents, such as Supplementary Information Documents (SIDs) and Terms and Conditions for direct investment companies, can be found on their respective websites. Key Investor Information Documents (KIIDs) can be found here. Requests will be sent to you via first class post if received before 3pm (Mon - Fri).

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Elson Associates does not offer advice as to the suitability of investments. If you are unsure whether an investment is suitable for you, you should obtain expert advice. Past performance of an investment is not necessarily a guide to its performance in the future. The value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.

Elson Associates plc, 5 Queen Street, Kings Hill, West Malling, Kent, ME19 4DA | Freephone: 0800 0961111

Authorised and Regulated by the Financial Conduct Authority

Registered in England No. 3595128