17th January 2008
Special offer on Wrap Market Report
As a continuing part of our support services to IFAs our updated Wrap Market Report is now available. The report provides essential information for Advisers to help in the decision-making and planning process to determine the right wrap for your business.Being in control of your business is a given; but you also need flexibility in matching your service proposition with your client’s needs. Wraps can provide access to a range of products, online tools and applications that help reduce the paperwork, freeing you to focus on developing that relationship with your client.
To enable Advisers to understand what is available we provide comparison tables in key areas plus detailed factsheets on 10 provider solutions from Ascentric, Cofunds, FundsNetwork, James Hay, Norwich Union, Nucleus, 7IM, Selestia, Standard Life and Transact.
The report covers the strengths and weaknesses in areas such as tax wrappers and fund coverage, online functionality, quality of investment tools, post sale reporting and charges.
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