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Wrap literature

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The following links open in a new window. Financial Advisers can find more literature within James Hay Wrap.

About Wrap

		Wrap Key Features		File size: 138.27 KB
		Wrap Portfolio Charges		File size: 61.83 KB
		Wrap Technical Product Guide		File size: 144.04 KB
		Wrap Client Terms and Conditions		File size: 115.32 KB
		Wrap Guide		File size: 353.14 KB

Protected Rights Literature

		Wrap Protected Rights Plan Transfer In Application Form		File size: 82.03 KB
		Wrap Protected Rights Plan Key Features		File size: 105.1 KB
		Wrap Protected Rights Plan Terms and Conditions		File size: 58.08 KB
		Protected Rights Questions & Answers		File size: 59 KB
		Protected Rights Sales Aid		File size: 17.08 KB

Special Offer

		Application form for a Wrap Cash ISA/Invesment Portfolio Special Deposit Account with Cater Allen Private Bank		File size: 77.4 KB
		Application form for a Wrap SIPP Special Deposit Account with Cater Allen Private Bank		File size: 72.96 KB
		Application form for a Wrap Offshore Bond Special Deposit Account with Cater Allen Private Bank		File size: 74.07 KB

Advisers

		Wrap Implementation Guide for Financial Advisers		File size: 105.55 KB
		Financial Adviser Terms of Business and Application Form		File size: 106.23 KB
		Wrap Web Access Terms For Financial Advisers		File size: 85.13 KB
		Evidence of Age Pro Forma		File size: 47.24 KB

Abbey Sharedealing

		Abbey Sharedealing Risk Warnings Best Execution		File size: 40.21 KB
		Abbey Sharedealing Application Form		File size: 64.05 KB
		Abbey Sharedealing Financial Adviser Authority to Act		File size: 56.14 KB
		Abbey Sharedealing Permitted Investments List		File size: 58.66 KB
		Abbey Sharedealing Data Protection Statement		File size: 238.41 KB
		Abbey Sharedealing Best Execution Policy		File size: 236.45 KB
		Abbey Sharedealing Risk Warnings and Appropriateness Form		File size: 445.14 KB

Trust Literature

		Wrap Probate Trust		File size: 79.42 KB
		Wrap Loan Trust		File size: 100.02 KB
		Wrap Gift Trust		File size: 178.02 KB
		Wrap Estate Planning Trust		File size: 180.64 KB
		Deed of Appointment of New Trustee / Removal or Resignation of Trustee		File size: 60.55 KB
		Deed of Assignment		File size: 68.81 KB
		CVIC (Corporate and other Non Personal Entity)		File size: 57.44 KB

General Literature

		Trust and Tax Planning Guide		File size: 142.79 KB
		Wrap Non-Personal Client Terms and Conditions		File size: 76.55 KB
		Order of Transmission Policy		File size: 58.21 KB
		A Guide to our Complaints Procedure		File size: 55.16 KB

Investment Portfolio

		Wrap and Investment Portfolio Permitted Investments List		File size: 69.13 KB
		Wrap and Investment Portfolio Application Form		File size: 172.28 KB
		Application form for a Wrap Cash ISA/Invesment Portfolio Special Deposit Account with Cater Allen Private Bank		File size: 77.4 KB
		Abbey Sharedealing Permitted Investments List		File size: 58.66 KB

SIPP

		Wrap SIPP Permitted Investments List		File size: 70.17 KB
		Wrap SIPP Commercial Property Transaction Fees		File size: 52.29 KB
		Wrap SIPP Application Form		File size: 161.14 KB
		Benefit Payment Form		File size: 81.55 KB
		SIPP Commercial Property Guide		File size: 141.38 KB
		SIPP Commercial Property Questionnaire		File size: 77.09 KB
		SIPP Composite Panels Questionnaire		File size: 57.83 KB
		SIPP Property Observation Checklist		File size: 59.04 KB
		Appropriateness Test		File size: 61.32 KB
		Revised SIPP Income Instruction Form		File size: 17.08 KB
		Application form for a Wrap SIPP Special Deposit Account with Cater Allen Private Bank		File size: 72.96 KB
		Abbey Sharedealing Permitted Investments List		File size: 58.66 KB

ISA

		Wrap ISA Permitted Investments List		File size: 65.12 KB
		Wrap ISA Transfer Request Form		File size: 58.74 KB
		Wrap Cash ISA Application Form		File size: 123.3 KB
		Wrap Stocks and Shares ISA Application Form		File size: 124.12 KB
		Application form for a Wrap Cash ISA/Invesment Portfolio Special Deposit Account with Cater Allen Private Bank		File size: 77.4 KB

Offshore Bonds

		Wrap Offshore Bond Permitted Investments List		File size: 73.68 KB
		Wrap Offshore Bond Terms and Conditions		File size: 82.35 KB
		Wrap Offshore Bond Key Features		File size: 111.03 KB
		Wrap Offshore Bond Application Form		File size: 97.81 KB
		Application form for a Wrap Offshore Bond Special Deposit Account with Cater Allen Private Bank		File size: 74.07 KB

Investment Centre Funds

		Investment Centre Buy Form		File size: 64.57 KB
		Investment Centre Sell Form		File size: 57.08 KB
		Investment Centre Switch Form		File size: 66.41 KB
		Investment Centre Key Features		File size: 101.35 KB
		Order of Transmission Policy		File size: 58.21 KB
		Investment Centre Funds List		File size: 481.36 KB

Investment

		Non Investment Centre Instruction to Trade		File size: 76.36 KB
		Abbey Sharedealing Permitted Investments List		File size: 58.66 KB
		Investment Manager Appointment Form		File size: 61.73 KB

Structured Products

		Selected UK Banking Plan 1 - Client Guide		File size: 138.03 KB
		Selected UK Banking Plan 1 - IFA Guide		File size: 132.49 KB

The James Hay SIPP products and Wrap service are provided by various companies which are part of the James Hay group. The James Hay group of companies are wholly owned subsidiaries of the IFG Group PLC. Full details can be found within the Legal section of this site. James Hay is a registered trademark.

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