Sign up for Wrap

Already using Wrap?

If your firm is already using the Wrap platform and you want to transfer business, add or remove advisers or change agency details find out how on our agency services guide.

Wrap sign-up in 3 easy steps

Have you met us yet?

If you haven't already had a conversation with us about using Wrap in your firm, our team would love to hear from you. We'll guide you through from understanding what Wrap can do for you, to getting set up to do business. You can even get a personalised demo of the platform.

Request a meeting

Due diligence

Please take time to review Wrap’s capabilities and whether it meets your client and business needs. We've created guides to help you perform these checks efficiently.

See more on Wrap due diligence

Review with your clients

You can use this client guide to review Wrap with your clients and help determine if Wrap is right for them and what they can expect.

Client guide - Helping you manage your wealth (PDF)

Ready to use Wrap?

Information you'll need

Agency code
As our SIPP and Bond products on Wrap are provided by Standard Life, we need a registered code to provide full administration and ensure adviser charging is paid correctly when taken from the product. An agency code is mandatory so that we can proceed with your application. If you do not have an agency code please contact Origo Agency Services.
Existing relationship?
If your firm is an appointed representative, does your principle firm already have a relationship with Aberdeen Wrap? Check this before you start the form.
Anti Money Laundering (AML) procedures
As part of changes in AML regulation, and increased focus on AML policies post the Russia/Ukraine conflict, we want to ensure that Aberdeen and the firms we do business with are meeting regulations.

This means that we have enhanced our Wrap Platform onboarding forms to capture key AML data points and obtain attestations from new IFA firms and new Appointed Representatives (ARs) of existing IFA firms. This is to protect you and your customers from money laundering and fraud and avoid the need for direct customer contact.

The regulations (Money Laundering Directives 4 & 5) are vast and have a high level of interpretation, we therefore want to partner with you to ensure compliance for you, your customers and Aberdeen. We'll ask you to confirm that your firm operates anti-money laundering (AML), counter terrorism finance (CTF) and sanctions policies and procedures; has appropriate AML, CTF and sanctions employee training your firm in place; and  has a suitable identification and verification process for your clients.
Authorisation to accept terms
To register you must have the authority to accept the Platform Adviser Terms of Business on behalf of your firm.

Need some support?

If you need some help with completing this form or have questions about the process please speak to your usual contact if you have one or email us: 

business.development@aberdeenplc.com

Required details

Your firm or network's Financial Conduct Authority number and details
Your firm's bank account details
Companies House Registered Number - (if applicable)
Name of parent company or holding company
The number of controlling shareholders that your company has and their details.
Your main admin user’s details (you can add more users later)
Details of an adviser that will be using Wrap. You can add up to 6 advisers in your application and more after you have been set up.

Ready to start

Start Wrap sign up

What happens after I sign up online?

Within 5 working days we will set up your Wrap account and send you the following:

An email to the named admin user with their username and the initial adviser's username.
A second email to the admin user with a link to set up their password.
An email to the initial adviser with a link to set up their password.

If you don't already have a Unipass identity, you'll need to register as this is required to authenticate your Wrap access. Find out how to do this in our first steps guide.