Individual

For people managing their own savings and investments.

Intermediary

For wealth managers and financial advisers managing savings and/or investments on behalf of someone else.

Institutional

For DC, DB and LGPS schemes, insurers, charities, universities, family offices and treasurers.

Aberdeen Group plc

For shareholders, careers and company information.

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You have confirmed your firm is NOT a member of one of the principal firms or Networks listed


This means the Elevate Terms of Business must be signed by an individual who is authorised to act on behalf of your principal firm or Network.


Please follow these steps and complete the rest of the form:


  1. Print and complete the Elevate Adviser Terms of Business (PDF) and fill in the form below

  2. Get these signed by an individual authorised to act on behalf of your firm and principal firm or Network

  3. Post the completed and signed terms to the address shown on the form

  4. We will get you set up on Elevate and contact you with the login details

Your details

Firm details

Registered address

Shareholder details


How many controlling shareholders, including beneficial owners and persons of significant control, does your company have?


A Controlling Shareholder is any individual who exercises ultimate control over the management of the body corporate; any individual who ultimately owns or controls (in each case whether directly or indirectly), including through bearer share holdings or by other means, more than 25% of the shares or voting rights in the body corporate; an individual who controls the body corporate

Select number of shareholders

Shareholder 1


Individual details


If the shareholder is a corporate entity, please enter N/A in this section.


Company details

Anti Money Laundering


abrdn operates a reliance model to comply with AML regulation.


By selecting the checkboxes below, you agree to the following statements for AML regulation and identity of your customers:

The most basic difference between terrorist financing and money laundering involves the origin of the funds. Terrorist financing uses funds for an illegal political purpose, but the money is not necessarily derived from illicit proceeds. On the other hand, money laundering always involves the proceeds of illegal activity. The purpose of laundering is to enable the money to be used legally.
You verify the identity of all customers prior to adding them to the Platforms (i.e. money is not placed on the Platform before you know who the customer/client is) and as part of verification you capture:

Need some support?

If you need some help with completing this form you can contact us via the following contact details:

0345 600 2399