The value of investments can go down as well as up, and the investors could get back less than was paid in.

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.

 

Download our due diligence guide

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Defaqto
Gold rating for platform service 2021
deafaqto gold platform service 2021
Defaqto
Five star rating for platforms 2021
defaqto expert rated 2021
Schroders
2020 UK Platform award for best Platform Provider
Schroders best platform 25 billion
AdviserAsset
Platinum rating for Elevate
Elevate rating
AKG
A financial strength rating
AKG A rating

Watch the video to learn more about our Defaqto ratings

Graham Jack from Defaqto discusses why ratings are important for advisers. He also explains the 2020 platform rating process, score criteria and the results of the recent service survey.

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