Elevate new business and service requests

Submitting new business and uploading documents

As well as submitting scanned documents, you can now also submit new business using our approved electronic signature provider for our most frequently used documents.

We’ve delivered the capability to support documents signed using approved e-signature solutions. At present the provider we are accepting e-signatures from is DocuSign.

There are currently two types of e-signatures which abrdn will accept:

• Approved Electronic Signatures (AES), and
• Qualified Electronic Signatures (QES)

For details on the documents where we will accept an e-signature please refer to our Elevate quick guide

Step one – Upload copies of the scanned documents to the client document library on the platform. Please retain original copies with wet signatures, as we may need to review originals at a future date.

Step two – Once the document is uploaded please send an email to the relevant regional mailbox from the list below and include:

• Name of document(s) uploaded to the client document library
• Client account number
• Date and time of upload to the client document library

Please don't email scanned copies of client documents or send any personal details as email is not a secure form of communication.

London and South East - lse_elevate@abrdn.com

South West and Central - swc_elevate@abrdn.com

North - elevate_north@abrdn.com

Not sure? Please contact us via elevate_enquiries@abrdn.com

All mailboxes are managed and we will respond as soon as possible.

How to upload documents to the client document library

1. In Reports & Documents click "ADD"
2. Select the relevant document type
3. Change status to "received from client"
4. Browse for file on your computer, select the file and click save with the preferred file extension: pdf or jpeg
5. Close to add another file or save

Please note that the maximum file size is 4MB and the file name must be lower case and must not contain any symbols.

Having trouble with forms?

If you have an issue filling in the form, please save a copy to your computer before completing it. Please also make sure your PDF Reader is up to date.

If you can't upload the form to the client's document library, please check:

• The file name is all in lower case
• The file name doesn't contain any symbols
• The file size is less than 4MB

If this doesn't work we recommend printing the document and re-scanning it.