Who could benefit from a Wrap?

A Wrap allows clients to access a much wider range of permitted investments including direct equities, fixed interest, collective investments, alternative and financial instruments, property investments and cash.

The Wrap provider is able to secure dealing and fund discounts with the net result that clients could benefit from lower investment charges. Clients will also benefit from:

• A single point of contact and consolidated reporting of all assets via the Wrap
• Access to investment funds on preferential terms - purchases of investments are made in bulk and benefit from ease of administration and possibly economies of scale
• A service that places tax management and investment services in one consolidated structure, rather than a disjointed approach
• Simplicity of thought processes and a deeper understanding and appreciation of the advice provided
• On-line access to portfolio valuations and transactions.