Wrap due diligence

Deciding if abrdn Wrap is the right platform for your business and your clients

Risk warning

The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.

Our due diligence support

The Financial Conduct Authority (FCA) requires advisers to document their reasons for choosing the investment platform they do for clients. Advisers must also demonstrate the platform meets the suitability requirements for each client segment.

Choosing the right platform solution for your business and for your clients can take time. 

We’ve produced our Wrap due diligence guide to support you through each stage of the selection process. The guide also highlights the due diligence questions you should ask to comply with the regulator. 

For more information, please speak to your usual abrdn contact to find out how Wrap can support your business and help you to meet your clients' needs. If you’re new to abrdn or unsure who your aligned contact is, get in touch with our Business Development team.

Email: business.development@abrdn.com

Working in conjunction with your usual Sales contact, the Sales Enablement team are here to support you. Email us at north.enablement@abrdn.com or south.enablement@abrdn.com.
AKG rating

AKG A rated

abrdn is the first UK adviser platform provider to receive and retain this prestigious rating. It takes into account criteria such as operational capability, parental strength, capital and asset position, typical fund performance achievements, product/service features and ability to withstand external forces.
defaqto awards

Defaqto ratings

Our track record and reputation for strong customer service was recognised by Defaqto. It awarded Wrap with a Gold Platform Service Rating.

Supporting clients

Supporting clients in retirement

There is an increased focus on supporting clients in retirement and making their income last.

That’s why it's important to choose a platform provider committed  to creating  long-term retirement solutions for your clients. 

In addition to providing tailored drawdown options, Wrap’s Drawdown Price Lock can help you achieve better outcomes for clients in retirement. The SIPP solution charge clients pay can be locked at its lowest level. This feature is unlike traditional fee structures where rates rise as a client’s pension pot reduces.

Learn about drawdown

Asset migration
Wrap’s Switch Service can support you when transferring clients and their assets to our platform solution. Adviser firms are eligible for the service if they would like to transfer 50 or more clients or £20m or more of assets. 

Ready to sign up?

If you want to sign up to Wrap you just need to complete our online form, we’ll do the rest.

Want to find out more?

Contact our business development team to discuss your needs and how we can help.

More Wrap information

Why choose Wrap

Find out how Wrap empowers you to do business your way an deliver more for your clients.

Charges & interest rates

Reductions to Wrap's rate card and a new, simplified pricing structure can help you deliver more value to clients.

Investment solutions

Wrap supports a variety of flexible and sophisticated investment solutions.