Wrap accounts

A wrap account

Kiwi Story

George and Trish had been clients of a well-known financial adviser for a number of years and, until ...

Wrap accounts

A wrap account is a combined administration and investment service. It’s a system, rather than a product, that provides access to a range of funds, shares, bonds and other investments.

Glossary: investment
A way to use your money to make it grow.
Glossary: shares
Shares and equities refer to the same thing - a share in the ownership of a company and entitlement to any distributions (eg dividends).