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
CPD learning modules and events to help grow your business
Find the best way to speak with us about a range of topics
Get answers to a range of product and service related questions
Step one – Download and fill out the relevant request form in the table below. You can complete this electronically or print a copy and scan it once it has been populated.
Step two – Once the form has been completed it should be uploaded to the client’s document library on the platform. Note the date and time you uploaded the document to the library. Full instructions on how to upload documents are below.
Step three – Send the date and time of document upload and the client’s WP or SP plan number in an email to the corresponding mailbox.
A member of our team will process the request from this point as they normally would.
Please don’t email scanned copies of client documents as email is not a secure form of communication.
Pick an option below to download and print a request form.
Add or verify trust bank account details.
Email this form to wrap_servicing@abrdn.com
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 we have not already received a Direct Debit Mandate, please upload to the client’s document library and email wrap_servicing@abrdn.com. Within the subject line please include ‘add bank details’ and the clients plan number.
Pick an option below to download and print a request form.
Instruct full or phased drawdown from your client's Wrap SIPP
Stop or amend existing payments (Either upload the form to the document library and let us know it has been uploaded via email or email directly. Email address is NonTelephony.Drawdown@abrdn.com)
Please follow the instructions in the form to submit this request. Please also ensure your PDF reader is up to date.
Grant of Probate/Certificate of confirmation, Completed Instruction Form, Bank verification, APS Forms, Stock transfer forms, IHT423 forms.
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.
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.
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 rescanning it.
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