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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Details

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Summary

Details Step 1 of 2

Fields marked with * are required.

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

Bank details


Please provide us with the firm bank account details for paying remuneration payments relating to Elevate business completed by the adviser.

Sort code *

Admin user details


This person can set up and edit new users on the platform, unlock other user accounts, set or restrict access and receive any notification of change or updates from Elevate. This is often an office manager or similar role but can be an adviser and can be you.

Date of birth *

For example, 01 10 1990. We ask for this for security reasons.

Adviser details


This is an adviser (that may be you) that you are setting up to do business on Elevate.

The Admin User can add more adviser and non-adviser users later.

Date of birth *

For example, 01 10 1990. We ask for this for security reasons.

Declarations


Anti Money Laundering


abrdn operates a reliance model to comply with AML regulation. Please confirm that you complete the following:

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:

Elevate Adviser Terms of Business


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


Full Elevate Adviser Terms of Business. Please read these (PDF)


It's mandatory that the individual completing the registration opens the PDF.


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


Acceptance and declaration


  1. 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.

  2. 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.

  3. 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


Please fill in the details of the individual authorised to accept these Elevate Adviser Terms of Business on behalf of the adviser firm, which is authorised and regulated by the FCA.

Need some support?

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

0345 600 2399
Risk warning

The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.