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

Approaching due diligence

More information on Elevate

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AKG report

Financial strength is a key consideration when choosing a platform provider.

abrdn earned and retained an A rating (Superior) from AKG for the financial strength of Elevate. Elevate and Wrap are the first UK adviser solutions to achieve this prestigious rating.

 

Download the AKG Elevate report

Defaqto
Gold rating for platform service 2022
deafaqto gold platform service 2022
Defaqto
Five star rating for platforms 2022
defaqto expert rated 2022
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

More resources for advisers

 

  • Literature

    Help Centre

    Guides and videos to help you use Wrap
    Go to help centre
  • techzone

    Techzone

    Support on the pensions, taxation and wealth transfer issues that matter to you, compiled by our expert team.
    Launch Techzone
  • Lightbulb

    Adviser Insights

    Articles that examine the trends, risks and opportunities facing the advice industry.
    Launch Adviser Insights

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