Macquarie Wrap

• Client benefits
• Adviser benefits

Diversification is a key element to successful investing. It doesn't matter whether your clients are running a general investment portfolio, a pension portfolio or an ISA, having a range of assets and managers offers crucial risk management benefits and investment choice.

However, the more a client diversifies, the harder it is for them to keep track of their money and the less in control they may feel. It's harder for them to move money around, the paperwork mounts up and keeping track of transactions becomes complex, often making the completion of tax returns complicated and time consuming.

Macquarie Wrap provides a simple, yet highly sophisticated and effective solution to this problem. By 'wrapping' a client's investments together on one advanced administration platform and providing access to a broad range of investments (including a range of tax wrappers such as GIA, ISA and SIPP) transacting is fast and efficient, paperwork is reduced and reporting is easy.

In short, Macquarie Wrap provides diverse investment choice for your clients while removing the administration hassles of managing it. Ultimately, this means that you can help your clients make more informed decisions and provide them with a better financial planning service.

• More information and less paperwork – everything in one place and consolidated, comprehensive reports are available from one trusted source.
• Reports are clear, easy to understand and designed with the client in mind.
• Pricing is clear and transparent – a simple fee structure with no surprises.
• Access to a wide range of investment options including funds that are often not available to retail investors.
• Investments are 'wrapped' together on one investment administration platform making transacting faster and more efficient and making it easier for the financial planner and the client to manage their investment portfolio.
• Online access provides clients with true visibility and a complete picture of their entire investment portfolio, available anytime, anywhere.
• Macquarie is able to negotiate excellent annual management charge rebates from Fund Managers which are passed onto the client.
• Economies of scale, particularly in relation to fees and charges, can be achieved by having all assets in one place.
• Fund choice from one source, with relevant information that is readily accessible.