Risk warning
The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.
The Adviser Experience Programme aims to deliver the improvements you’ve told us matter most to your clients and your business. Earlier this year the programme delivered the Wrap technology upgrade, which was one of the largest and most complex platform changes that we’ve made in the 17 years since we launched Wrap.