Free Outcome & Cost Audit On Your Cash or Portfolio
See what you’re really paying and how defined‑outcome investments work, so you can decide if they fit you. Educational only. No advice. No obligation.
Designed for investors with at least €/$/£ 1M in investable assets and a minimum 100k starting allocation.
15–30 minute online session. Educational only – we do not give personal investment advice.
Who It Is For
Which group do you belong in?
Cash only today
You hold significant cash and are concerned about inflation
Existing Portfolio
You have an existing investment portfolio and want more predictability and lower costs
Introduced By Partner
Your accountant or lawyer has suggested you explore structured investments
Want Education
You want clear unbiased education before making any decisions
HOW IT WORKS STEP BY STEP
(4 STEPS)
1. Tell us where you are now (2 minutes)
When you book, you’ll tell us:
Mostly cash / existing portfolio / both
Country of residence
Whether you were referred by an introducer
2. Join your Outcome & Cost Audit (15–30 minutes)
We review your current position, evaluating costs you pay, and explaining, using examples, how structured investments can provide defined outcomes, deep capital protection levels, and income / growth options.
3. Open a compatible account (only if you like the concept)
If you like the approach, we guide you to open a trading / custody account with a suitable platform. The account is in your name; we only receive funding notification.
4. You decide if you want to invest
We introduce available products from our regulated partners. You choose if and what to invest in. If you invest, the issuing bank pays us a one‑off placement fee. This does not reduce your invested capital or change the product returns.
Some of our product providers
About Elevare
Per-Olov Jansson - Founder Elevare
Elevare connects qualified private investors to institutional‑grade structured investments from established global investment banks, held via regulated custodial and trading platforms in the investor’s own name.
Combined with no ongoing fees, management fees, or fund fees, and lower high-grade custody/investment platform fees, we can create opportunities that align with your financial goals.
We look forward to helping you understand your current position and how structured investments could benefit your portfolio.
Elevare provides information and education only. We do not provide personal investment advice or recommendations. Investors should take independent financial, tax and legal advice before making any investment decisions.
Elevare-Platform does not provide investment advice, financial advice, or make any recommendations in relation to any investment, financial instrument, or product. All information made available through the platform is provided for informational and educational purposes only and is intended to assist investors in making their own independent decisions.
Investors should carefully consider the risks associated with any investment and are encouraged to seek independent financial, tax, and/or legal advice prior to making any investment decision. All investments are executed solely through regulated and eligible third-party counterparties.
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