What Is A Wrap Platform?

A wrap platform is a software system, hosted on the internet, which consolidates a wide range of investments into a single electronic administration and reporting structure. Importantly, all charges for the administration of the wrap must be transparent and explicit.

Personal Pensions, SIPPs, ISAs, OEICs Investment Bonds and even direct share holdings are placed into the wrap and can be seen on one screen. In many cases, the investments themselves are held by a custodian, which is usually the wrap provider.

Our wrap is hosted by Seven Investment Management (7IM). Over the next few pages, we'll let you know a little more about how you could benefit from having your investments held on our platform.

View a video of our Managing Director, Pete Matthew, introducing PLATFORM here.

Next page: Who could benefit from a wrap?