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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.
Contact your Account Manager if you’d like a copy of our Wrap due diligence guide to find out how Wrap can support your business and help you to meet your clients’ needs, or call us on 0345 272 6622.
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.
Our track record and reputation for strong customer service was recognised by Defaqto. It awarded Wrap with a Gold Platform Service Rating.
In this video, Graham Jack from Defaqto explains the 2020 platform rating process and score criteria.
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.
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.
We know that each client is different, which is why flexibility matters. See more information about our Wrap products and services.
Call charges will vary. 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.
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