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 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
Are you registering to take over the servicing of any existing Elevate clients? E.g. clients moving from another firm.*

Your details

Firm details

Registered address*

Anti Money Laundering

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

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: