Change of agency request

You'll need the adviser's and firm's details

We'll ask for the new adviser's details including their FCA number and Origo agency code.

You'll need the policy holder's details and their permission

We’ll ask you to provide information on the policy holder including their WP number. By submitting this request you confirm that you have the necessary permissions to provide their personal information. Read our Privacy Notice for more information on how we process personal data.

Tell us how you want to handle managed portfolios

You will have three choices; remove underlying investment, sell to cash, or remain invested.

Adviser charging will remain the same

Rate and frequency of charges can be amended on the Wrap platform.

You no longer need to supply a client signature

By submitting this request you confirm you have a signed client agreement (and trustee if applicable) and can make it available to Aberdeen.