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Platform updates

The world of investments keeps changing. Clients demand more. Regulations change. You need a platform that keeps you up to date and ready to meet tomorrow's challenges. That's why we keep updating Elevate so that it's better for you and your clients.

As part of our latest enhancements, we're making Elevate even easier to use.

Elevate 23.0

Elevate 23.0

These latest updates enable us to implement tax year changes that will be effective from 6 April 2019.

More details about tax year end cut off dates and other tax year information can be found here.

See what's been introduced in previous releases

Elevate 22.1  

Elevate 22.1

Elevate 22.1 – MiFID II update

Costs and charges disclosure

The facility to produce ad-hoc Costs and Charges disclosure is available now on Elevate.

What is the new document?

  • Elevate Costs and charges disclosure is a new MiFID document providing clients with a breakdown of the costs and charges they’ve paid over the reporting period.

What does it include?

  • A charges summary showing the total combined charges.
  • Service and Investment costs shown separately by product wrapper and split by charge categories (e.g. one-off, ongoing, transactional, incidental charges).
  • A retrospective illustration showing the cumulative effect of charges on investment return.

Annual Costs and charges update

We will soon be sending Annual Costs and charges to clients covering the 3rd January 2018 to 5th January 2019 reporting period.

We will provide you with a further update when we are due to issue them and they will be provided either electronically or by post based on paperless communication preference.

More information

We have created a number of documents to help you with any questions and show you how to generate ad-hoc Costs and charges:

If you have any further questions regarding this update, please get in touch with your usual Standard Life contact, or call our support team on 0345 600 2399.

 

Want to know more about investing through Elevate? Call us on 0345 600 2399.

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