Wrap account

We may recommend use of a ‘Wrap Account’ for certain clients. This will enable you to hold all of your investment funds, ISAs, offshore funds and pensions in a single administrative account and means you will receive one statement showing all of your assets. 

Advantages of a wrap account include:-

• All of your investments consolidated in one wrapper even if you have a range of providers.
• Access to investment funds at institutional rates which are cheaper than retail rates.
• The ability to purchase a wider range of funds and investments that are not readily available to individual investors.
• The ability to buy and sell funds with no initial charges.
• A consolidated income tax statement simplifying your tax affairs.
• An online account allowing you to track the value and performance of your assets anytime day or night. 
• Total transparency of charges and costs.

Amber Wealth Creation Ltd is authorised and regulated by the Financial Services Authority. FSA Registration No: 401162.
Please note that the Financial Services Authority does not regulate taxation and trust advice, wills, bank deposits, national savings and some forms of buy to let mortgages and commercial mortgages.
Your home may be repossessed if you do not keep up repayments on your mortgage.