The value of investments can go down as well as up, and your clients could get back less than they paid in. Laws and tax rules may change. Tax treatment will depend on individual circumstances, including where your clients live in the UK. This information is based on our understanding at September 2021.

Our platforms

abrdn's Wrap and Elevate are a quick and easy way to access funds and products for your clients.

Why choose abrdn?

Included with both solutions:

  • Financial strength. Financial stability.
  • Dedicated support teams to help with client and business queries.
  • Clear pricing and simple rate cards for transparency and value.
  • Wide range of quality reporting tools.
  • Flexible drawdown options.
  • Pre-funding for new investments, fund switches, tax relief and rebalances.
  • Funds, stocks and shares, investment trusts and exchange-traded funds.
  • Full range of tax wrappers.

Finding the right platform solution for your clients

Most savings and investment solutions offer a similar proposition: a range of tax wrappers to help you meet client demand and deliver efficiencies.

Most adviser firms have some form of client segmentation, taking a client-centric approach, under the FCA’s Product Intervention and Product Governance Sourcebook (PROD) rules. One example is to look at your clients’ life stages. This should help highlight the type of service that should be offered to each client segment.

It’s a good idea to complete client segmentation before your firm structures its client proposition, instead of the other way around.

Client-led investments solutions can be developed within each client segment. You may want to consider a range of risk-based funds or run your model portfolio in-house or outsource to a discretionary manager.

Executives

Get started with Elevate

To access Elevate, register online or call us on 0345 600 2399. Call charges can vary.

Sign up to Elevate

Why Elevate

Elevate due diligence

Elevate literature

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Get started with Wrap

Call us on 0345 272 6622 and select option 2. Call charges can vary.

Why Wrap

Wrap due diligence

Wrap literature

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