Wrap online service requests

Raising online service requests for existing customers

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.

All contacts

Bank details

Pick an option below to download and print a request form.

Client

Trust

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.

Wrap SIPP Drawdown

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.

More about Wrap SIPP Drawdown

General

Grant of Probate/Certificate of confirmation, Completed Instruction Form, Bank verification, APS Forms, Stock transfer forms, IHT423 forms.

NonTelephony.GeneralServicing@abrdn.com

How to upload documents to the client document library

1. In document library click "ADD"
2. Select "OTHER" as document type
3. Free text box will appear called "Document Name"
4. Select the Status from the drop down menu
5. Browse for file on your computer and select, following the rules below, and click save with one of the following file extensions: doc | docx | txt | xls | xlsx | pdf | jpg

Please note that the maximum file size is 4MB and the file name must be lower case and must not contain any symbols.

Having trouble with forms?

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:

• The file name is all in lower case
• The file name doesn't contain any symbols
• The file size is less than 4Mb

If this doesn't work we recommend printing the document and rescanning it.