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What is
the Ascentric Wrap Account?
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Essentially the ‘Ascentric Wrap Account’ allows the client and
adviser to view all of a specific client’s investment and their
up-to-date values at any time via the Internet. It is called a ‘Wrap
Account’ because all the products (e.g. Pensions and ISAs) and other
investments that a client may have are 'wrapped' up in one account.
This enables clients and advisers to gain a holistic view of all an
individual's investment(s) at any one time and thus allows more
effective management of clients’ assets – a genuine wealth
management facility.
The aim of the ‘Wrap
Account’
The aim of the ‘Wrap Account’ is to allow the client, with the
assistance of a Financial Adviser, to select and purchase
investments from a wide range of Equities, Bonds, Unit Trusts, Open
Ended Investment Companies (OEICs), ETFs and other investment
schemes including cash holdings.
With the help of an
adviser...
With the help of an adviser
the client can also analyse and select the most appropriate product
within which to hold these investments to optimise tax advantages
and best reflect the client's financial
objectives. The client and the adviser can
value and trade these investments (including fund switching) at any
time via the Internet. With a click of
your mouse, you are able to deal online, consolidate all your
investments and check your portfolio 24 hours a day from one central
source.
Everything is held with
one provider...
Everything is held with one provider with one central point of
contact so the account is easier and more cost-efficient
to administer. Paperwork is, therefore, kept to a minimum and this
enables the adviser to keep administration costs down, enabling a
focus on the investment(s) themselves.
For a demonstration please click on
Wrap demo. The User ID is 'handscombesdemo' and the
Password is 'telford'. You can use
the dummy client record with the client reference ‘1005253’.
Please note that this is a demonstration site only and that the
Ascentric Wrap may not be suitable for all clients. Please
call us for a more focused discussion.
Click
here for help.
Note: All links on
our Website that take you
to external sites will open in a new window or browser tab.
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