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.
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 Bow Bells House, 1 Bread Street, London, EC4M 9HH. Elevate Portfolio Services Limited is 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