For information about funds available on the Wrap platform, please call our Client Engagement Hub on 0800 027 4675. Call charges will vary. If you have an adviser, they can give you guidance on which investments will best suit your goals. There is likely to be a charge for this.
You can instruct a buy, sell, or switch of funds over the phone with us. Please call the Client Engagement Hub on 0800 027 4675. Call charges will vary. Unfortunately, we are not able to give you any advice or guidance on your fund selection, but will be happy to carry out your instructions for you. If you don’t already have one, you can find a financial adviser on the Unbiased website. There is likely to be a charge for financial advice. We will need to know the fund codes for any buys you would like us to make on your behalf.
No. Once a deal has been placed we are not able to cancel it.
You will get the price available at the next Valuation Point after your deal has been placed. These differ for each fund.
Your deal will be placed within 5 working days of us having received your instruction.
Once deals are placed, some funds take 2 working days and some take 3-5 working days to settle. There can only be one deal ongoing at any time per fund. This means you must wait for the sale of a fund to settle before you can sell further units of that fund.
Explore other topics and frequently asked questions about the platform.
The value of your investments can go down as well as up and you may get back less than you paid in. Tax rules can always change in the future. Your own circumstances and where you live in the UK could have an impact on tax treatment.
