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How to:

Add a new wrapper to an existing investor

Our complete set of product wrappers and wide range of investment options puts you in complete control of your clients’ investments – no matter what stage they’re at in their investment journey.

Key things to remember

Saving applications:

  •  If you click save, the application appears under ‘Pending Applications’ from the main screen. You can resume or delete the application from there.

Single and regular investments:

  • Single investments must meet the £1,200 minimum.
  • Regular investments must meet the £50 per month minimum or £600 per year.

Adviser Zone journey

From the Adviser Zone dashboard:

Select ‘Go to Investor’

OR use the search bar at the top to search for the investor’s name

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From the Investor page, click ‘Add Wrapper’ in the top right

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Select the product wrapper

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The submission process

1. Choose a wrapper nickname

The wrapper nickname is optional but useful for telling multiples of the same product wrappers apart.

2. Choose investment types

Select from: Single, Regular, or Re-registration

Bank transfer limits may require clients to send larger amounts in multiple payments. By selecting ‘Add Another Investment’ in stage 2, you can match the expected amounts to each payment, which helps us add the funds to the wrapper more quicklly.

3. Select regular withdrawals

  • Regular withdrawals require a verified bank account.
  • For prospects: submit the application first, then add the bank account under Investor Details after. Regular withdrawals can then be added under Wrapper Details.

4. Select ongoing charges

Select from: None, Amount or Percentage

5. Add assets

Select from: Cash only, Model Portfolio or Assets

There’s an option within this page to use our ‘Analyse Assets’ tool to help.

6. View your documents

Document types:

  • Pre-sales illustration – This is an imago illustration.
  • Payment instructions – This document provides our bank details for single deposits.
  • Client Report – This is for your records, there’s no need to send this to us.
  • Application Summary – This is for your records, there’s no need to send this to us.
  • Direct Debit Instruction – This document is for the client to complete and send back to us.

Some documents are available after submission. You can find these in the client dashboard, under Documents. However, we recommend that you download the ones you need from this page.

What happens next

Once submitted the client will pull through to our back-office system, then will be available to view on Adviser Zone.

  • If it’s a single contribution, tell the client they can now do the bank transfer to the bank details provided in the payment instruction document.
  • If it’s a regular contribution and the client wasn’t present, the direct debit instruction needs to be completed and sent to us.

 

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Contact our team today

Whether you're looking to start using our service, or simply have a question for us, we're just a phone call or email away. Lines are open 9am to 5pm Monday to Friday. To help us improve our service, we may record or monitor calls.
contact for support

For Wealthtime platform queries, call
0345 680 8000

For Wealthtime Classic platform queries, call
03330 417 010