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Helping you with due diligence

Choosing the right investment platform for your client involves weighing up different platforms, wrappers, investments and charges. We can help you show the Financial Conduct Authority (FCA) that you’ve properly assessed the benefits of Elevate as a wrap platform.

Areas for you to consider

We've thought about the key questions you need to ask all providers to comply with the regulator's requirements of each stage of the platform selection process, including:

  • The platform provider's reputation and financial standing;
  • Terms and conditions of using the platform;
  • Charging structure and transparency of charges;
  • Range of funds, tax wrappers and other products available;
  • Range of asset classes;
  • Functionality, ease of switching and re-registration;
  • Accessibility;
  • Additional tools; and,
  • Support services