Wrap makes it easy to support a wide range of products to suit your clients’ portfolio needs.
Gives clients more flexibility when investing and managing money or taking an income.
With the personal portfolio your clients can hold a range of investments outside a tax wrapper.
We offer a Stocks and Shares ISA with extensive investment options.
Our Wrap Junior ISA is available to existing Wrap clients, offering a tax efficient way to save and invest for a child (the “Junior”).
This flexible Bond offers wide investment choice in a tax-efficient environment.
Our tax-efficient Onshore Bond gives your client access to a wide choice of insured funds.
Each client automatically receives a Wrap cash account to manage uninvested funds.
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