At abrdn we understand that every business is different and so are every one of your clients. That’s why we offer two highly rated platforms to suit both your and your clients’ needs, both with an A rating from AKG.
Our powerful Wrap platform can support advisers and clients of any size
Find out how our Elevate platform can help you deliver high-quality advice at scale
Our literature library is full of useful product guides, technical information, forms and resources to help you explain our solutions clearly
Our news and insights pages feature regular platform news, industry and product updates, and useful fund change information. You will also find technical support with products, CPD learning modules and more.
If you need support with any of our services, you can often find the answers in our help pages. You'll also find tools and literature to help you look after your clients
Learn more about what our platforms can offer you and your clients
Find out how the abrdn group can help with your investment proposition
How we can support your business
Explore our Wrap, Elevate or Fundzone platforms
Get information about Wrap products and how they can help your clients
Find everything you need to know about the investment solutions available on Wrap
Offering our best ever value and an innovative Drawdown Price Lock
Useful tools to help you manage clients and keep them on the right path
Get information about Elevate products and how they can help your clients
Find everything you need to know about the investment solutions available on Elevate
We pride ourselves on a clear and easy to understand pricing structure
Useful tools to help you manage Elevate clients and keep them on the right path
Up to date platform, market and industry news
Useful insights and support to help your business
Information and insights around key industry changes
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Find the best way to speak with us about a range of topics
Get answers to a range of product and service related questions
All sign up documents for new clients on Wrap (individual and joint) including T&Cs, DDI, transfer forms (excluding DB transfers).
Email us
wrap_money_in@abrdn.com
All Trust documents including T&Cs, Declaration by Trustees, Completed Trust Deed, Certified copy of Original Trust Deed, Anti Money Laundering verification and Direct Debit Instruction
Email us
wrap_trust@abrdn.com
ISA Transfer Form and Personal Portfolio Transfer Form for existing clients
Email us
transfers_in@abrdn.com
SIPP Cash Transfer Form for existing clients
Email us
wrap_nb@abrdn.com
SIPP In Specie Transfer Form, Asset List
Email us
wrapsipp_inspecie@abrdn.com
Power of Attorney
Email us
wrap_servicing@abrdn.com
New Direct Debit Instruction for existing clients
Email us
wrap_servicing@abrdn.com
Monday to Friday 09:00 - 17:30
We may monitor and/or record calls to protect you and us, and help with our training.
Call charges will vary.
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:
Please don't email scanned copies of client documents as email is not a secure form of communication.
Please note some exceptions:
We’ve delivered the capability to support documents signed using approved e-signature solutions. At present the provider we are accepting e-signatures from is DocuSign.
There are currently two types of e-signatures which abrdn will accept:
This E-signatures – Wrap quick guide outlines the actions you need to take when submitting business with an e-signature and a list of applicable documents.
Please note that the maximum file size is 4MB and the file name must be lower case and must not contain any symbols.
If you have an issue filling in the form, please save a copy to your computer before filling it in. Please also make sure your PDF Reader is up to date.
If you can't upload the form to the client's document library, please check:
If this doesn't work we recommend printing the document and re-scanning it in black and white.
There is no guarantee that any email you send will be received or will not have been tampered with. You should not send personal details by email.
You can find answers to a wide range of popular Wrap questions in our help and support section.
This website is provided by Aberdeen Corporate Services Limited. It describes products and services provided by members of the abrdn Group (abrdn plc (SC286832) and its subsidiaries) and the Phoenix Group (Phoenix Group Holdings plc (11606773) and its subsidiaries). Full product and service provider details are described in the legal information notice.
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abrdn plc is registered in Scotland (SC286832) at 1 George Street, Edinburgh, EH2 2LL