Individual

For people managing their own savings and investments.

Intermediary

For wealth managers and financial advisers managing savings and/or investments on behalf of someone else.

Institutional

For DC, DB and LGPS schemes, insurers, charities, universities, family offices and treasurers.

Aberdeen Group plc

For shareholders, careers and company information.

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  1. Home
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  3. Sign up for Wrap
  4. Appointed representative

Complete this form to sign up for Wrap

You have confirmed your firm is NOT a member of one of the principal firms or Networks listed on the previous page.

1

Details

2

Summary

Details Step 1 of 2

Fields marked with * are required.


This means the Platform Adviser Terms of Business must be signed by an individual who is authorised to act on behalf of your principal firm or Network.

Important information.

Have all your details ready

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 (opens in new window).

Please follow these steps and complete the rest of the form:


  1. Review the Platform Adviser Terms of Business (PDF). The Terms of Business must be accepted by an individual who is authorised to act on behalf of your principal firm or Network.

  2. Complete the online sign-up form below, accepting the Terms of Business.

  3. We will get you set up on the platform and contact you with the login details.

Firm details

Principal firm details

Appointed representative firm details

Registered address

Shareholder details


How many controlling shareholders, including beneficial owners and persons of significant control, does your company have?


A Controlling Shareholder is any individual who exercises ultimate control over the management of the body corporate; any individual who ultimately owns or controls (in each case whether directly or indirectly), including through bearer share holdings or by other means, more than 25% of the shares or voting rights in the body corporate; an individual who controls the body corporate.

Select number of shareholders

Shareholder 1


Individual details


If the shareholder is a corporate entity, please enter N/A in this section.

Company details

Bank details


Please provide us with the firm's bank account details for renumeration payments relating to Wrap business completed by the adviser.

Sort code *

Admin user details


This person can set up and edit new users on Wrap, unlock other user accounts, set or restrict access and receive any notification of change or updates from Wrap. This is often an office manager or similar role but can be an adviser and can be you.

Date of birth *

For example, 01 10 1990. We ask for this for security reasons.

Adviser details


This is an adviser (it may be you) that you are setting up to do business on Wrap.

Select number of advisers

Adviser 1

Date of birth *

For example, 01 10 1990. We ask for this for security reasons.

Important information.

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 (opens in new window).

Declarations


Anti Money Laundering


abrdn operates a reliance model to comply with AML regulation.


By selecting the checkboxes below, you agree to the following statements for AML regulation and identity of your customers:

The most basic difference between terrorist financing and money laundering involves the origin of the funds. Terrorist financing uses funds for an illegal political purpose, but the money is not necessarily derived from illicit proceeds. On the other hand, money laundering always involves the proceeds of illegal activity. The purpose of laundering is to enable the money to be used legally.
You verify the identity of all customers prior to adding them to the Platforms (i.e. money is not placed on the Platform before you know who the customer/client is) and as part of verification you capture:

Platform Adviser Terms of Business


Please review and accept out Platform Adviser Terms of Business. It's mandatory for the person completing the registration to open, read the PDF and accept the terms of business via the declaration below.


Platform Adviser Terms of Business (PDF)


Read our Privacy Notice to understand how we collect and use personal information

Acceptance


  1. The Platform Adviser Terms of Business ('the Terms') describe the basis on which the adviser firm will conduct business with the provider of the wrap platform, Standard Life Savings Limited ('we' or 'us'), through the wrap platform. The Terms also set out the responsibilities of individual users (as defined in the Terms) nominated by the adviser firm to have access to the wrap platform.

  2. By completing the section below, you confirm that (i) you are authorised to accept the Terms on behalf of the adviser firm; (ii) the details in the section below are correct and complete; and (iii) the adviser firm is authorised and regulated by the FCA.

  3. Individual users are required to confirm their acceptance of the Terms when first entering the wrap platform and at least annually. You are responsible for individual users' compliance with the Terms.

  4. The Terms and the details provided in the section below are legally binding on the adviser firm, us and individual users. We will notify the adviser firm of any material changes to the Terms. The latest copy of the Terms can be found on the wrap platform.

Authorised individual


Details of the individual authorised to accept the Platform Adviser Terms of Business on behalf of the adviser firm.

Do you accept the Platform Adviser Terms of Business?

Need some support?

If you need some help with completing this form you can contact us via the following contact details:

Business.Development@abrdn.com