The value of investments can go down as well as up, and your clients could get back less than was paid in.

 

 

Getting started with Elevate

This guide is full of information to help you access the Elevate platform and gives you an overview of its features.

Read the PDF guide

 

 

Adding a new Elevate Pension Investment Account (PIA) client

Find out how to add new PIA clients, make payments and conduct transfers from other providers using Elevate.

Read the PDF guide

 

 

Quick Quote Illustration for Pension Investment Account (PIA)

How to generate information, quotes and illustrations for PIA with Elevate.

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Adding new Individual Savings Account (ISA) or General Investment Account (GIA) client

Details on how to add a new ISA or GIA client, set up a transfer and make payments using the Elevate platform.

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Setting up an International Bond on Elevate

How to set up an Elevate account to invest bond assets from our panel of International Bond providers.

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Setting up a Standard Life International Bond

This guide shows you how to set up an Elevate account to invest assets for the Standard Life Offshore Bond.

Read the PDF guide

 

 

Getting started with online access

This guide shows you how to get started with Elevate online access

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