At abrdn we understand that every business is different and so are every one of your clients. That’s why we offer two highly rated platforms to suit both your and your clients’ needs, both with an A rating from AKG.
Our powerful Wrap platform can support advisers and clients of any size
Find out how our Elevate platform can help you deliver high-quality advice at scale
Our literature library is full of useful product guides, technical information, forms and resources to help you explain our solutions clearly
Our news and insights pages feature regular platform news, industry and product updates, and useful fund change information. You will also find technical support with products, CPD learning modules and more.
If you need support with any of our services, you can often find the answers in our help pages. You'll also find tools and literature to help you look after your clients
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Learn more about what our platforms can offer you and your clients
Find out how the abrdn group can help with your investment proposition
How we can support your business
Explore our Wrap, Elevate or Fundzone platforms
Get information about Wrap products and how they can help your clients
Find everything you need to know about the investment solutions available on Wrap
Offering our best ever value and an innovative Drawdown Price Lock
Useful tools to help you manage clients and keep them on the right path
Get information about Elevate products and how they can help your clients
Find everything you need to know about the investment solutions available on Elevate
We pride ourselves on a clear and easy to understand pricing structure
Useful tools to help you manage Elevate clients and keep them on the right path
Up to date platform, market and industry news
Useful insights and support to help your business
Information and insights around key industry changes
CPD learning modules and events to help grow your business
Find the best way to speak with us about a range of topics
Get answers to a range of product and service related questions
We like to make it simple. Our pricing structure is based on clearly defined charging tiers depending on the amount your client has invested.
|Value of Elevate portfolio||Elevate annual portfolio charge|
|£0 - £149,999||0.30%|
|£150,000 - £999,999||0.25%|
|£1,000,000 - £2,499,999||0.20%|
|£2,500,000 - £4,999,999||0.15%|
Jargon in financial services can be confusing, which makes it hard for your clients to compare services or understand what they’ll pay. This document identifies the main components of platform charges and explains what these different charges might look like.
For more information about Elevate’s pricing, please see our charges guides.
Ongoing adviser charge (drawdown)
When accounts are linked for family terms, the Elevate portfolio charge is based on the combined value of the linked accounts, which may reduce platform charges. We can link up to 10 accounts.
For more information on family terms, including terms and conditions, please see our Understanding family/couples discount guide.
Please note: linking family accounts isn't done automatically by the platform.
As time out of the market can have a big impact on your clients' investments, Elevate can pre-fund new investments, fund switches and pension tax relief for your clients at no extra cost, even if their funds have yet to clear.
Pre-funding can help you:
For the various cash accounts held within your client’s Elevate account, we apply a cash management administration charge (CMAC).
The charge represents the difference between the total interest we receive from the bank(s) used to provide these accounts and any interest payable to your client. We keep the margin (charges). Interest rates vary depending on the interest received from the bank(s) and may go up and down regularly.
To find out more, take a look at our Elevate cash interest rates.
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 call 0345 272 6622 to arrange a call back. Call charges can vary.
Call charges will vary. There is no guarantee that any email you send will be received or will not have been tampered with. You should not send personal details by email.
Issued by a member of abrdn group, which comprises abrdn plc and its subsidiaries.
This website is provided by Standard Life Savings Limited. It describes products and services provided by the abrdn Group (including Standard Life Savings Limited and Elevate Portfolio Services Limited) and the Phoenix Group (including Standard Life Assurance Limited, Standard Life Trustee Company Limited and Standard Life International dac).
The abrdn Group comprises abrdn plc (SC286832) and its subsidiaries. The Phoenix Group comprises Phoenix Group Holdings plc (11606773) and its subsidiaries.
Full product and service provider details are described in the legal information notice.
Wrap Platform, Wrap Personal Portfolio, Wrap ISA and FundZone Platform are all provided by Standard Life Savings Limited, which is part of the abrdn Group.
Standard Life Savings Limited is registered in Scotland (SC180203) at 1 George Street, Edinburgh, United Kingdom, EH2 2LL. Standard Life Savings Limited is authorised and regulated by the Financial Conduct Authority.
Please see your terms and conditions for more information on the use of the Wrap platform.
Wrap SIPP and Wrap Onshore Bond are both provided by Standard Life Assurance Limited, which is part of the Phoenix Group. Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh, EH1 2DH. Standard Life Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
Wrap Offshore Bond is provided by Standard Life International dac, which is part of the Phoenix Group. Standard Life International dac is a designated activity company limited by shares and registered in Dublin, Ireland (408507) at 90 St Stephen’s Green, Dublin. Standard Life International dac is authorised and regulated by the Central Bank of Ireland and subject to limited regulation in the UK by the Financial Regulation Authority. Details about the extent of its regulation by the Financial Conduct Authority are available on request.
The Elevate platform, Elevate ISA, Elevate GIA and Elevate PIA are provided by Elevate Portfolio Services Limited, which is part of the abrdn Group.
Elevate Portfolio Services Limited is registered in England (01128611) at 280 Bishopsgate, London EC2M 4AG and authorised and regulated by the Financial Conduct Authority.
Please see your terms and conditions for more information on the use of the Elevate platform.
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abrdn plc is registered in Scotland (SC286832) at 1 George Street, Edinburgh, EH2 2LL