Adviser Experience Programme communications
Find copies of the communications we’re sending to you and your clients as we make changes.
Client mandatory communications
We will only communicate directly with clients where we are obliged to do so. For example, to notify of changes to Terms and Conditions. We will update you before we issue any communications to your clients.
You can check the client address and mailing preferences in your clients' details page on Wrap.
Terms and Conditions communications
We sent a letter to your clients about changes to their Wrap and Fundzone Terms and Conditions in November 2022. Details of these communications can be found below.Frequently asked questions
When will I see copies of the Terms and Conditions updates sent to my clients?
We will notify you by email at least two weeks before we plan to mail any Terms and Condtions updates to your clients. We’ll summarise what is changing so you can quickly assess if you need to take any further action.
Where can I view copies of a communication my client will receive?
We will share a link to all client communications in the email we send you in advance and they will also be available on this page for quick access.