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Client communications

From time to time, we may need to mail your clients to keep them informed of changes in legislation or changes to their plans.

You can find details about the recent communications that we have sent to your clients in the table below.


WhenWho was it sent to?Main message
December 2017 Elevate clients

We have updated Elevate client terms and conditions to reflect the MiFID II EU legislation and to clarify some existing wording. We communicated to clients that these changes would be taking place in their recent Elevate statement issued in November 2017. The updated terms and conditions documents were published on our website on 4 December 2017 and the changes will come into effect from 3 January 2018.

View the summary of changes leaflet

View the updated Elevate terms and conditions to clients

View the updated Your Guide to Charges

March 2017 Elevate clients

We are updating Elevate client terms and conditions, to reflect that Elevate is now part of Standard Life. Letters will start to arrive with your clients from mid-March onwards. the changes will come into effect towards the end of April.

View the letter to clients with Direct Debit instructions

View the letter to clients without a Direct Debit

View 'Update to your Elevate terms and conditions' leaflet

View the Elevate terms and conditions for clients

November 2016 Elevate clients Elevate has changed from ownership from AXA to Standard Life. View the letter we are sending to your clients from 7 November.


Contact us - If you want any more information about these, or any other, communications then please speak to your Buisness Development Manager or call us on 0345 129 9993. As part of our commitment to quality service and security, telephone calls may be recorded.