abrdn Wrap Tiered (Adviser £20m -£75m)
abrdn Wrap is a sophisticated and highly rated wealth management platform solution. With enhanced data and tools to help advisers build tailored investment propositions for their business and clients and deliver good client outcomes.
abrdn offers an innovative drawdown price lock, ensuring the SIPP percentage platform charge will not increase as clients take money out of their pension. Clients with more than £1m in a single account also have the option to select an equivalent flat charge of 15bps.
If an adviser has more than £75m on the platform the product fees will be waived. This is the tiered charging structure when the adviser has between £20m and £75m on the platform.
Available products & wrappers
| General investments | ISAs | Lifetime ISAs | Junior ISAs | Pensions & SIPPs | Junior Pensions & SIPPs | Other |
|---|---|---|---|---|---|---|
Available investments
| UK funds | Offshore funds | ETFs | ITs | Equities | Bonds | Other |
|---|---|---|---|---|---|---|
Table of charges
| Platform charges | Product charges | Other charges | |
|---|---|---|---|
| Platform charge (£0-£249,999.99) | 0.35% | ||
| Platform charge (£250,000-£749,999.99) | 0.25% | ||
| Platform charge (£750,000-£999,999.99) | 0.15% | ||
| Platform charge (£1,000,000+) | 0.1% | ||
| SIPP/Onshore bond/Offshore bond product fee | 0.05% | ||
| Exchange-traded dealing (up to £25,000) | £10 / trade | ||
| Exchange-traded dealing (if between £25,000-£100,000) | £25 / trade | ||
| Exchange-traded dealing (if greater than £100,000) | 0.025% |
