Individual

For people managing their own savings and investments.

Intermediary

For wealth managers and financial advisers managing savings and/or investments on behalf of someone else.

Institutional

For DC, DB and LGPS schemes, insurers, charities, universities, family offices and treasurers.

abrdn plc

For shareholders, careers and company information.

Change country site
Login
HomeElevateDue diligence

Elevate due diligence

Deciding if abrdn Elevate is the right platform solution for your business and your clients

Our due diligence support

The Financial Conduct Authority requires advisers to document their reasons for choosing the investment platform they do for clients. Advisers must also demonstrate the platform meets the suitability requirements for each client segment.

Choosing the right platform solution for your business and for your clients can take time. 

We’ve produced our Elevate due diligence guide to support you through each stage of the selection process. 

The guide also highlights the due diligence questions you should ask to comply with the regulator. 

Take a look through our due diligence guide to find out how Elevate can support you to deliver quality advice.

Elevate due diligence guide (PDF)Opens in new window
Approaching due diligence (PDF)Opens in new window
External Fund Managers and Discretionary Fund Managers due diligence guideOpens in new window

Here is the information about abrdn solutions as a distributor of your funds that enables you to comply with Consumer Duty rules and complete your Due Diligence assessments.

Award-winning and highly rated

AKG rating

AKG A rated

abrdn was the first UK adviser platform provider to receive and retain this prestigious rating. It takes into account criteria such as operational capability, parental strength, capital and asset position, typical fund performance achievements, product/service features and ability to withstand external forces.
Defaqto five star expert rated

Defaqto 5 Star Rating

Elevate’s 5 Star Rating marks the eleventh consecutive year. Elevate has received this rating for comprehensive functionality, ease of use and online servicing.
Platinum Elevate 6 years

AdviserAsset

Elevate has been rated platinum for the last 6 years by AdviserAsset. The platinum rating reflects the strength of our service and solutions that empower you to achieve good outcomes for your clients.

Already with us?

Get in touch with your usual Elevate contact

Call us 0345 600 2399Log in to ElevateOpens in new window
Man working in an office

Want to find out more?

If you'd like more information about Elevate's charges, speak to your usual abrdn contact. If you don't currently have an abrdn contact, please email:

Email : business.development@abrdn.comSign up online now

More Elevate information

Why choose Elevate

A simple cost-effective solution that helps you to advise more efficiently.

Reasons to choose Elevate

Charges and interest rates

We pride ourselves on a clear and easy pricing structure.

Our platform charges and interest

Investment solutions

Elevate supports a variety of innovative, flexible and sophisticated investment solutions.

Explore our investment solutions