Investments such as ISAs, Unit Trusts/OEICs (Open Ended Investment Companies), investment bonds and pensions can all be held on a wrap platform, which simplifies administration, enhances service and reduces costs. Wrap platforms offer a number of benefits, including preferential investment terms and free fund switches.
Our wrap platform also provides one accessible location for all funds, providing a collective view of all investments, with access to over 1,500 funds. Live information about funds is available via online access and real time reporting, enabling fund performance to be tracked effectively and portfolios to be rebalanced accordingly.
Contact us today to discover how Lycetts Wrap platforms can benefit you.