Terms of Business - for appointed rep and listed firms only

Please read the Elevate Adviser Terms of Business and accept the declaration below.

Full Elevate Adviser Terms of Business [PDF]

Read our Privacy Notice to understand how we collect and user personal information

These terms describe the basis on which the adviser firm will conduct business with Elevate Portfolio Services Limited (the provider of Elevate) through the Elevate Platform, and vice versa. The terms also set out the responsibilities of users nominated by the adviser firm to have access to the Elevate Platform.  

As the nominated signatory, you are accepting these terms and confirming the details submitted in this registration form (the Configuration Specification) on behalf of the adviser firm, before requesting Elevate Platform access for your firm’s users. Users are required to confirm their acceptance of these terms when first entering the Elevate Platform, from time to time as additional enhancements are made and at least annually. Users will need to confirm that they will abide by the Elevate Adviser Terms of Business for their Elevate access rights to be activated.  

These terms and the details provided in this registration form (the Configuration Specification) are legally binding on both parties. We will notify you if any information in these documents changes. Users can access the latest copy of the Elevate Adviser Terms of Business through the Elevate Platform.

Authorised individual  

Details of the individual authorised to accept the Platform Adviser Terms of Business on behalf of the adviser firm, which is authorised and regulated by the FCA.

Elevate sign-up

Get startedStep 1 of 5

Need some support?