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 tools

We focus on providing the most useful and efficient tools to help you provide the best possible advice.

Investments

Wrap funds List

Wrap offers access to thousands of funds. View the full selection here.
View Wrap funds list

More resources for advisers

 

  • Literature

    Literature

    Important and useful documents, including product guides, forms, terms and conditions and sales aids.
    Browse our literature
  • techzone

    Techzone

    Support on the pensions, taxation and wealth transfer issues that matter to you, compiled by our expert team.
    Launch Techzone
  • certificate

    Continuous professional development (CPD)

    Accredited modules on topics that can help you provide a high-quality service to your clients.
    More about the modules

Already with us?

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  • Call us: 0345 279 1001

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