Some useful ‘How to’ guides

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Getting prepared • Complete a Risk Assessment • Find clean share class funds Entering info • Add a new client to the platform • Create an Elevate PIA illustration • Create a Model Portfolio Ongoing • Set up an order to buy, sell or switch investments Misc • Mail merge

Client documents

Elevate • Elevate Ts & Cs • Your guide to charges • Your guide to Elevate GIA & ISA • Key features • GIA/ISA Ts & Cs PIA • Your guide to the Elevate PIA • PIA Ts & Cs

Useful forms

• Authority to Transfer Assets • Adviser Charging Agreement • Direct Debit Mandate • Employers Record of Payments • Re-price • Allocation • Expression of Wish • What your clients need to receive