Are you registering to take over the servicing of any existing Wrap clients? E.g. clients moving from another firm.

Principal firm details

Appointed representative firm details

Registered address*

Adviser details

This is an adviser (it may be you) that you are setting up to do business on Wrap.

Adviser 1

As our SIPP and Bond products on Wrap are provided by Standard Life, we need a registered code to provide full administration and ensure adviser charging is paid correctly when taken from the product.

The agency code is mandatory so that we can proceed with your application.

If you do not have an agency code please contact Origo Agency Services.

Declarations

abrdn operates a reliance model to comply with AML regulation. Please confirm that you complete the following:

You verify the identity of all customers prior to adding them to the Platforms (i.e. money is not placed on the Platform before you know who the customer/client is) and as part of verification you capture:

Please read the Platform Adviser Terms of Business and accept the declaration below.

Full Platform Adviser Terms of Business. Please read these

It's mandatory that the individual completing the registration opens the PDF.

Read our Privacy Notice to understand how we collect and use personal information.

Acceptance
  1. The Platform Adviser Terms of Business (‘the Terms’) describe the basis on which the adviser firm will conduct business with the provider of the wrap platform, Standard Life Savings Limited (‘we’ or ‘us’), through the wrap platform. The Terms also set out the responsibilities of individual users (as defined in the Terms) nominated by the adviser firm to have access to the wrap platform.
  2. By completing the section below, you confirm that (i) you are authorised to accept the Terms on behalf of the adviser firm; (ii) the details in the section below are correct and complete; and (iii) the adviser firm is authorised and regulated by the FCA.
  3. Individual users are required to confirm their acceptance of the Terms when first entering the wrap Platform and at least annually. You are responsible for individual users’ compliance with the Terms.
  4. The Terms and the details provided in the section below are legally binding on the adviser firm, us and individual users. We will notify the adviser firm of any material changes to the Terms. The latest copy of the Terms can be found on the wrap platform.
Authorised individual
Do you accept the Platform Adviser Terms of Business?*