Wealth Platform

What is Wealth Platform?

Wealth Platform is wrap account which allows you to view your financial policies in one place with a single sign on. The types of policy
you will be able to view are:

• Pensions
• ISAs
• Unit Trusts
• Investment Bonds
• Life Assurance

Benefits of your Wealth Platform

• Visibility on your wealth in one place
• Daily valuations
• A consolidated Holdings Schedule
• Secure storage area to keep all your financial documents