WRAPS

A Wrap platform enables your clients to view all their financial assets and be bought together in a manageable way. Within the wrap, an entire portfolio of financial products can be analysed in terms of money value, tax treatment, the type of product and asset allocation.

Our panel of providers have been selected to offer our members a high standard of service in wrap platforms, covering: -

• Personal Equity Plans (PEPs)
• Individual Savings Accounts (ISAs)
• Direct Mutual Funds or Investment Trust Holdings
• Offshore or Onshore aInvestment Bonds
• Personal Pension Plans, either Insured Personal Pensions or Self-Invested Personal Pensions (SIPPs).

The wrap combines the costs of investment advice and counselling, portfolio management, and brokerage commissions as well as all the individual administration charges normally levied by stockbrokers, into one fee for total manageability.

Vision Network’s wrap platform providers all enable client reporting, fantastic online access, adaptability and hands on support, together with a full suite of advice tools.

Click on the button below to visit our cofunds page

Cofunds