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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:
All sign up documents for new clients on Wrap (individual and joint) including T&Cs, DDI, transfer forms (excluding DB transfers).
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
ISA Transfer Form and Personal Portfolio Transfer Form for existing clients
SIPP Cash Transfer Form for existing clients
SIPP In Specie Transfer Form, Asset List
Power of Attorney
New Direct Debit Instruction for existing clients
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.
Issued by a member of abrdn group, which comprises abrdn plc and its subsidiaries.
This website is provided by Standard Life Savings Limited. It describes products and services provided by the abrdn Group (including Standard Life Savings Limited and Elevate Portfolio Services Limited) and the Phoenix Group (including Standard Life Assurance Limited, Standard Life Trustee Company Limited and Standard Life International dac).
The abrdn Group comprises abrdn plc (SC286832) and its subsidiaries. The Phoenix Group comprises Phoenix Group Holdings plc (11606773) and its subsidiaries.
Full product and service provider details are described in the legal information notice.
Wrap Platform, Wrap Personal Portfolio, Wrap ISA and FundZone Platform are all provided by Standard Life Savings Limited, which is part of the abrdn Group.
Standard Life Savings Limited is registered in Scotland (SC180203) at 1 George Street, Edinburgh, United Kingdom, EH2 2LL. Standard Life Savings Limited is authorised and regulated by the Financial Conduct Authority.
Please see your terms and conditions for more information on the use of the Wrap platform.
Wrap SIPP and Wrap Onshore Bond are both provided by Standard Life Assurance Limited, which is part of the Phoenix Group. Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh, EH1 2DH. Standard Life Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
Wrap Offshore Bond is provided by Standard Life International dac, which is part of the Phoenix Group. Standard Life International dac is a designated activity company limited by shares and registered in Dublin, Ireland (408507) at 90 St Stephen’s Green, Dublin. Standard Life International dac is authorised and regulated by the Central Bank of Ireland and subject to limited regulation in the UK by the Financial Regulation Authority. Details about the extent of its regulation by the Financial Conduct Authority are available on request.
The Elevate platform, Elevate ISA, Elevate GIA and Elevate PIA are provided by Elevate Portfolio Services Limited, which is part of the abrdn Group.
Elevate Portfolio Services Limited is registered in England (01128611) at Bow Bells House, 1 Bread Street, London, EC4M 9HH. Elevate Portfolio Services Limited is authorised and regulated by the Financial Conduct Authority.
Please see your terms and conditions for more information on the use of the Elevate platform.
Copyright © abrdn plc 2021. All rights reserved.
abrdn plc is registered in Scotland (SC286832) at 1 George Street, Edinburgh, EH2 2LL