We were the first IFA in the UK to use the Ascentric Wrap and continue to act as the test pilot for much of the propositional development.  Using the wrap as our investment administration platform we offer discretionary investment management whilst giving our clients more control, cost efficiencies, better visibility and 24/7 on-line access to their investment portfolios.

A WRAP Account:

• Wrap Account allows one to hold and trade investments
• Investments are held in a nominee account
• There is a wide range of tax wrappers available
• Non-custody (held off wrap) assets can be recorded
• The wrap account is 'whole of market'
• It provides real time valuations on-line at any time (print/export)
• Contract notes and consolidated tax vouchers are also available on-line
• Historic Valuations are available. 

The WRAP Benefits:

• On-line access 24/7 through our website to your Portfolio Holdings
• Real time valuation
• Clear and transparent audit trail
• Low transaction costs
• Reduced administration
• Improved service
• Wide range of investments and asset classes available: OEICS, UTs, ETFs, Investment Trusts, Equities, Cash, Gilts, Hedge Funds & Offshore Funds.

Please contact Malcolm Coury for further information. Contact Malcolm