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Elevate help centre

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Getting set up

Getting started with Elevate

Adviser charging on Elevate
Client servicing

Client servicing on Elevate

Client reports and administrator duties

How to use the Capital Gains Tax tool on Elevate

FATCA and Common Reporting Standard

E-signatures using your own provider
Placing money on the platform

abrdn bank details

AML customer due diligence

Set up a single contribution on Elevate

Set up a regular contribution on Elevate

Moving money from GIA to ISA
Withdrawing money from the platform

Set up drawdown on Elevate

One-off or regular withdrawals on Elevate
Trading on the platform

Create and manage model portfolios with Elevate
Business MI and platform reports

Back office integration with Elevate

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Techzone

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

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

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: 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.

The Wrap platform and Wrap products

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 and Elevate products

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.

Copyright © abrdn plc 2023. All rights reserved.
abrdn plc is registered in Scotland (SC286832) at 1 George Street, Edinburgh, EH2 2LL