What can you hold on Investment Wrap Account?

You can hold virtually any product. The list (which is not exhaustive) is:

• ISAs

• Peps

• Unit trusts

• Shares

• Investment bonds

• Pension

• Self Invested Personal Pensions (SIPPs)
• OEICs

• Investment trusts

• International investments

• Trustee investments

• Trust investments

• Building society cash

You can simply re register the assets you already own onto Investment Wrap Account and then add as and when you need to.

Other Investment Wrap Account Frequently Asked Questions:

• What is Investment Wrap Account?

• Who is Investment Wrap Account suitable for?

• What can you hold on Investment Wrap Account?

• What services does Investment Wrap Account have?

• Why has the investor demanded Investment Wrap Account?

• How will Investment Wrap Account benefit the investor?

• How much does Investment Wrap Account cost?

• Can I invest into any fund with Investment Wrap Account?

• How do get all my investments onto Investment Wrap Account?

• Will Investment Wrap Account save me time?

• Is every Investment Wrap Account the same?

Find out how the UK Investment Adviser of the Year can manage your investments on wrap by calling 0800 0112825 or complete the enquiry form in confidence.

Worldwide Financial Planning – Investment Adviser of the Year, Ethical Investment Adviser of the Year