Wrap new business

Online new business

You can now submit new business online for products, with some exceptions where the transferring company require original forms with a wet signature (see detail below).

Step one – Upload copies of the electronically signed documents from our approved provider or scanned documents to the client’s document library on the platform. Please retain original copies with wet signatures, as we may need to review originals at a future date. Full instructions on how to upload documents are below.

For details on the documents where we will accept an e-signature please refer to our Wrap quick guide.

Step two – Once the document is uploaded please send an email to the relevant mailbox from the list below and include:

• Name of document(s) uploaded to the client library
• Client WP account number
• Date and time of upload to the document library

Please don't email scanned copies of client documents as email is not a secure form of communication.

Please note some exceptions:

• For any International Portfolio Bond applications we require Anti Money Laundering Verification (on step one of the new client process), Source of Wealth and Declaration of Residency (this document must be posted to us).
• For Defined Benefit Transfers we require original documents and wet client signatures, please continue to send by post. However, in the event that you are sending the documentation less than 5 working days before the client’s guarantee date, by exception, we’ll initially accept the application to wrap_transfers@abrdn.com. The original documents and wet signature must follow by post.
• For ISA and Personal Portfolio Transfers where the transferring company has not signed up to electronic transfers, e.g. some equity transfers and offshore funds.