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You can use Elevate’s full range of features, products and investments or, just the ones to help meet a particular client need. It’s designed to make it easy for you to do both.
You can also migrate all your clients’ assets onto Elevate and we can support you with this. It can give your business more flexibility and efficiency, as well as access to tax wrappers and investments that can cover a broad range of your clients’ needs.
Remember: The value of investments can go down as well as up, and your clients could get back less than they paid in.
In most cases, you can sign your business up for Elevate online without having to call or post signed documents. Before you start our online sign up process, follow these steps.
We’ve created a guide with easy to follow steps to help you to perform your due diligence checks on Elevate. Please take all the time you need to see what our platform can offer you and consider whether it meets your client and business needs.
Check your clients' suitability with our client guide. It will explore if Elevate is right for them and show them what they can expect from the platform.
If you have the right details to hand, signing your business up for Elevate will only take between 10 to 15 minutes. It's all online. There's no need to post forms with your signature.
You must be an individual authorised to accept the Elevate Adviser Terms of Business on behalf of the adviser firm which is authorised and regulated by the FCA.
Here are the details you need:
It shouldn't take long to complete our sign up process. If you need any help, please call 0345 600 2399.
Already using Elevate?
If your firm is already using Elevate and you want to add new users, this is done by contacting your firm’s admin user and not by completing this sign up process.
Look through our library guides and documents.
Use our tools to help you research, shape and support investment decisions.
Get technical insight and answers to your tax and estate planning queries.
We’re here to help. If you have any questions about the application or using Elevate call 0345 600 2399
You can email us for help.
Email communication is not encrypted or secure and it could be intercepted and read. Please do not include any personal or confidential information in any message.
Calls may be recorded. Call charges will vary.