Wrap account

A wrap account (also known as wrap service or tax wrapper) is a means of consolidating and managing an investor's investment portfolio and financial plans. ^[1]

6 relations: Financial Services Authority, Fund platform, Investment fund, Investor, Portfolio (finance), Unit trust.

Financial Services Authority

The Financial Services Authority (FSA) was a quasi-judicial body responsible for the regulation of the financial services industry in the United Kingdom between 2001 and 2013.

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Fund platform

Fund platform is an online service that allows investments to be bought online, such platforms usually simplify the process of investing in investment funds and may provide them at a discounted rate.

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Investment fund

An investment fund is a way of investing money alongside other investors in order to benefit from the inherent advantages of working as part of a group.

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Investor

An investor is a person that allocates capital with the expectation of a future financial return.

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Portfolio (finance)

In finance, a portfolio is a collection of investments held by an investment company, hedge fund, financial institution or individual.

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Unit trust

A unit trust is a form of collective investment constituted under a trust deed.

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Redirects here:

Investment platform, Investor Directed Portfolio Service, Tax wrapper, Tax wrappers, Wrap fee.

References

[1] https://en.wikipedia.org/wiki/Wrap_account

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