Skip navigation

Business Support

Information and guides to help support your business

Browse support topics

Estate planning

Useful information on a range of estate planning options, including Gift Plan, Loan Plan and Discounted Gift Plan.

Find out more

Useful information on a range of estate planning options, including Gift Plan, Loan Plan and Discounted Gift Plan.

Find out more

tick

Agency services

Origo provides a range of online agency services.

abrdn is a supporter of Origo which allows you to register and administer agencies across a number of providers.

Find out more

Origo provides a range of online agency services.

abrdn is a supporter of Origo which allows you to register and administer agencies across a number of providers.

Find out more

Intermediary Terms of Business

UK, Channel Islands and Isle of Man Intermediary Terms of Business

Origo Legal Framework - Electronic Services Agreement: Provider - Intermediary v2

Origo Legal Framework - Electronic Services Agreement: Provider - Intermediary v3

Standard Life's Commercial and Technical Agreement

Note: We no longer offer Tracking Services, and we now provide New Business two-way integration services.

Standard Life's Online Agency and Online Agency Administration Services

More resources for advisers

Literature

Important and useful documents, including product guides, forms, terms and conditions and sales aids.

Browse our literature
Techzone

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

Launch Techzone
Continuous professional development (CPD)

Accredited modules on topics that can help you provide a high-quality service to your clients.

More about the modules

This content is for financial advisers and must not be relied on by anyone else.

: 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 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.

Copyright © abrdn plc 2021. All rights reserved.
abrdn plc is registered in Scotland (SC286832) at 1 George Street, Edinburgh, EH2 2LL