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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 to Elevate, we're making Elevate even easier to use.

Elevate 22

Elevate 22 – updates to platform

We’ve implemented a number fixes to improve the performance of the platform and changed the trustee of the Elevate PIA from Standard Life Trustee Company Limited to Standard Life Aberdeen Trustee Company Limited.

 

See what's been introduced in previous releases

Elevate 21.1  

Elevate 21.1

Elevate 21.1: Enhancements to platform

  • Marital status drop-down menu options of ‘Married’ and ‘Civil Partner’ are now combined to become ‘Married/Civil Partner’ in line with new regulatory requirements.
  • Client Terms and Conditions wording are now updated to reflect our current Privacy Policy and other legislative changes.
  • Updated versions of the Elevate Adviser Terms of Business and Client Terms and Conditions are now available in the Literature tab.
  • A new process has been introduced to ensure we continue to hold only the client data we need by automatically deleting in-progress applications that have not been edited and saved in the last six months.
  • Ability to link accounts for charging without having to contact us - this guide has been created to help you. Elevate help guide: Linking accounts

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

Lines are open between 8am and 6pm, Monday to Friday.

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