Introducing Individually Managed Accounts on
Standard Life Wrap
Our innovative technology will support you to deliver individual client outcomes within a centralised investment proposition. We'll be telling you more about this exciting development over the coming weeks. You can get a preview now by clicking on the link below or getting in touch with your usual Standard Life contact.
Updated Wrap Terms and Conditions
The Wrap Adviser terms and conditions are being updated to reflect the launch of IMA onto the Wrap platform and will apply from 14 October 2019.
Here's a quick summary of the key changes to the Wrap adviser terms and conditions (Wrap65)
|5.29 – 5.33, glossary||We explain how you may use our individually managed accounts capability which is available on the wrap platform. You will need to enter into an appropriate agreement with the relevant discretionary investment manager.
Sections 5.30-5.33 set out your and the discretionary investment manager’s respective responsibilities. We also explain the options which are available to tailor managed portfolios in order to create individually managed accounts.
|11.4||We clarified that your personal information may be shared with companies in the Phoenix group where this relates to the administration of a Wrap product.|