Sign up to Wrap
Before you get started, here's what you'll need to complete your application:
Authorisation to accept terms
You must have the authority to accept our Platform Adviser Terms of Business on behalf of your firm.
Origo agency code
As our Bond products are provided by Standard Life, you’ll need a registered agency code to manage them and ensure adviser charges are correct. If you don’t have one, please register through Origo Agency Services.
Firm details
You’ll need the firm reference number (FCA) and bank details for your firm.
Admin user details
You’ll need the full name and email address for the person who will be managing your Wrap account.
Adviser details
You’ll need the full name, agency code, individual reference number (FCA) and contact details for the advisers who will be using Wrap.