Working with your financial adviser

Just like a tortilla wrap, your Wrap account is only as good as the ingredients you put inside it. Wrap is generally only available to investors through a registered financial adviser - the best person to advise what ingredients to put in your Wrap.

Your adviser is your strategist - Wrap is your platform

Ease of reporting

Instead of handing your accountant a shoe-box of paper statements, a Wrap account is easy to manage and report on. Your adviser can then concentrate on what they do best - growing your wealth.

View your investments at a glance

Transparent fee structure

The fees for the Wrap service, wholesale managed funds and fees paid for financial advice are stated on your reports.

What does it cost?

Plenty to choose from

Your financial adviser will recommend an investment strategy to help meet your financial goals and risk tolerance. You can choose from a wide choice of managed funds at wholesale rates and listed shares.

Types of wrap account

Analytical tools

Consolidated reporting makes it easier for your financial adviser to ensure you are staying on track. With your portfolio in place, your adviser can use sophisticated tools to analyse your investments and make sure they're achieving what you want them to.

Action plan

A Wrap account helps you put your investment plan into action. You can set up a savings plan to be linked to your bank account, choose between the wide choice of investment options or set up a regular income to be paid into your bank account.

What can go into an investment Wrap account?

Find out more about Wrap

Find a financial adviser using BT's Adviser Referral Program.
Learn about BT's Wrap accounts.