You'll need your client's bond and WP numbers

In addition to the WP number, you'll also need your client's bond number, an AA prefix number that can be found on the Wrap platform.

Payments will only be made to a Wrap cash account or a verified bank account

To process any payments, we'll need a verified bank account on file, or monies can be paid to Wrap cash.

You'll need to know how Part Surrenders are to be handled

On a minimum gains basis or with specific fund and segment instructions.