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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 20: MiFID II changes

Elevate Charges information document

  • The pre-sales disclosure document that is produced on Elevate now includes new sections providing a combined charges summary, as well as breakdown sections of service and investment costs.

Elevate regular statements

  • Customer statements will be provided on a quarterly basis with a full breakdown of the costs they have paid being provided once a year.

  • If your customers would prefer to go paperless you can select this option by updating your clients contact details on Elevate.

Extra investment information

  • Access updated investment information in the fund selection screens with new document links to Key Investor Documents (KIDs)

Transacting in Exchange Trading Instruments (ETIs)

We’ve updated Elevate new business and transaction screens, so you may need to enter extra information when making trades in ETIs.

  • For trades made on an advisory basis for UK based clients, in most cases Elevate will already hold the information needed, so there will be nothing more to provide. If the client is not a UK national you may need to enter National Identifier information.

  • Firms trading in ETIs on a discretionary basis will need to provide the Legal Entity Identifier (LEI) for their firm and National Identifier (NI) information for the decision maker for the trade.

  • Where the client is a trust company or charity, an LEI will also be needed for this entity. National Identifier information will be required if the trustee is an individual.

  • For more information on when LEIs and NIs are required, and how to get them, please visit the Standard Life Adviser website.

Take a look at our MiFID II Elevate user guide for more information.


See what's been introduced in previous releases

Elevate 19.0  

Creating new Elevate accounts and adding product wrappers/top ups

We have simplified the process.

What does this mean for you?

  • Removal of drop down selectors, replaced with one click selections and shortened screen lengths, making new business and top up instructions easier and quicker to complete.
  • Bank account details are now requested on the submit screen allowing you to download client documents without inputting this data up front.
  • All documents downloaded on one page before the submission tab allowing you to prepare all client documentation pre new busines submission.
  • We have incorporated all necessary declarations onto the submit tab so they are all grouped together for ease of completion.

Investment selection tool

Enhanced user experience with new functionality

What's new?

  • You can create a shortlist of the funds and model portfolio's you regularly select and our 'Favourites' quick link will save you time searching.
  • Cheapest share class now indicated via an icon in the returned results row
  • KIIDS now accessible in the results page to download automatically
  • Dynamic search means you can type in the full name or code of your investment and get a single search result

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

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

We sometimes record telephone calls to help with training, service and security.