Check if the fund is already on the platform
Please first check that the fund is not already available on the platform you're using.
We have over 4000 assets (mutual funds and ETIs) on our platforms and are adding new ones all the time. You can check our list of assets within the platform or in the lists on these pages:
New fund request – what you need to know
Before requesting a new fund be added, please be aware that:
- You can request one fund each time you submit the form. If you want to request more than one, follow the instructions to start another request.
- We'll keep you updated on progress using the contact e-mail provided on the form
For mutual funds
- For mutual funds, you'll need the fund name and ISIN
- We can only support daily priced GBP share classes
- We do not support PAIFs, TEFs or charitable funds
For Exchange Traded Instruments (ETIs)
- For ETIs, you'll need the exchange, ticker and ISIN
- We can only support ETIs listed on the LSE and AIM exchanges on Elevate
Start fund request
For Aberdeen SIPP Off Platform Investments (OPI’s)
- OPIs are only available on the Aberdeen SIPP
- You will need to know the name of the product and provider
- You will need access to all relevant documentation (brochure, KID, factsheet, prospectus, application form)
To request an OPI for the Aberdeen SIPP please email us and include the following information:
- Asset type
- Product provider
- Product (Please provide the full name of the requested product)
- ISIN if applicable
- Documentation (Please attach the associated product documentation)
