How will Investment Wrap Account benefit the investor?

Investment Wrap Account allows advisers and customers to see all assets and liabilities in a single place.

Instead of your pension being with one company and your ISAs with another, all your assets will be held in the same place. This does not mean that your money is invested in the same place as with Investment Wrap Account you have access to every fund in the market place.

Wrap allows customers access to all the best funds in the market place rather than be restricted by an insurance companies under performing funds.

The unclaimed assets register currently has over £15 billion* of assets where they have lost documents or have forgotten to claim and where they have moved property. Wrap actually holds the asset electronically so it is not possible that you can lose any of your assets.

At a glance you can see where all your gains are, where your losses are and can have an immediate report for probate capital gains tax or simply a valuation.

As the advisers job is easier, that saving can be passed to you whilst the adviser can focus on what you want which is to make the best possible returns whilst minimising the risk on your investments.

The investments you choose can be much cheaper under wrap than purchasing through a retail source due to the volume of investment going through one source.

Investment functionality that allows advisers to ensure their client’s investment strategy is appropriate and monitored.

Investment Wrap Account has a wide range of reporting that allows your Wrap to be reviewed and recommendations implemented easily and efficiently

Investment Wrap Account also has a wide range of tax wrappers to ensure the most appropriate tax wrappers are available to you.

As UK Investment Adviser of the Year, we promise you, it is the only way an adviser can effectively manage your investments.

Other Investment Wrap Account Frequently Asked Questions:

• What is Investment Wrap Account?