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.

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.

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Why choose Elevate

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

Charges and interest rates

We pride ourselves on a clear and easy pricing structure.

Investment solutions

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