The value of investments can go down as well as up, and the investors could get back less than was paid in.

Our due diligence support

The Financial Conduct Authority (FCA) requires advisers to document their reasons for choosing the investment platform they do for clients. Advisers must also demonstrate the platform meets the suitability requirements for each client segment.

Choosing the right platform solution for your business and for your clients can take time. 

We’ve produced our Wrap due diligence guide to support you through each stage of the selection process. The guide also highlights the due diligence questions you should ask to comply with the regulator. 

For more information, please speak to your usual abrdn contact to find out how Wrap can support your business and help you to meet your clients' needs. If you’re new to abrdn or unsure who your aligned contact is, get in touch with our Business Development team.

Email: business.development@abrdn.com

Working in conjunction with your usual Sales contact, the Sales Enablement team are here to support you. Email us at north.enablement@abrdn.com or south.enablement@abrdn.com.

Wrap due diligence guide

Approaching due diligence

AKG report

Financial strength is a key consideration when choosing a platform provider.

abrdn earned and retained an A rating (Superior) from AKG for the financial strength of Wrap. Wrap and Elevate are the first UK adviser solutions to achieve this prestigious rating. 

AKG Wrap report

Defaqto rating

Our track record and reputation for strong customer service was recognised by Defaqto. It awarded Wrap with a Gold Platform Service Rating.

Drawdown due diligence

There is an increased focus on supporting clients in retirement and making their income last.

That’s why it's important to choose a platform provider committed  to creating  long-term retirement solutions for your clients. 

In addition to providing tailored drawdown options, Wrap’s Drawdown Price Lock can help you achieve better outcomes for clients in retirement. The SIPP solution charge clients pay can be locked at its lowest level. This feature is unlike traditional fee structures where rates rise as a client’s pension pot reduces.

Learn about drawdown

Asset migration

Wrap’s Switch Service can support you when transferring clients and their assets to our platform solution. Adviser firms are eligible for the service if they would like to transfer 50 or more clients or £20m or more of assets. 

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More information about Wrap

We know that each client is different, which is why flexibility matters. See more information about our Wrap products and services.

  • Investments

    Investment solutions

    Wrap supports a variety of innovative, flexible, and sophisticated investment solutions.
    Explore investment solutions
  • price tag

    Charges

    Reductions to Wrap’s rate card and a new, simplified pricing structure can help you deliver more value to clients.
    See Wrap charges
  • computer screen

    Funds

    Explore the thousands of funds available on Wrap
    View fund lists
  • Portfolio

    Products

    Wrap offers a full suite of products that can help your clients save for the future.
    See Wrap products
  • Impact

    Environmental, social and governance (ESG)

    Wrap offers a wide choice of responsible investments, from ESG integration to ethical, socially responsible and impact funds.
    See ESG options

More resources for advisers

 

  • Literature

    Help Centre

    Guides and videos to help you use Wrap
    Go to help centre
  • techzone

    Techzone

    Support on the pensions, taxation and wealth transfer issues that matter to you, compiled by our expert team.
    Launch Techzone
  • Lightbulb

    Adviser Insights

    Articles that examine the trends, risks and opportunities facing the advice industry.
    Launch Adviser Insights

Get started with Wrap

Want to find out more?

If you’re new to abrdn or unsure who your aligned contact is, get in touch with our Business Development team.

Email: business.development@abrdn.com

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