Wrap Accounts

A wrap account can bring together all of your investments – including shares, bonds, cash, investment trusts, unit trusts and pensions – under one roof. They can also bring together the various tax wrappers such as ISA’s, and self-invested personal pensions (Sipps).

Wraps (wrap accounts) also allow investors to buy the funds of investment managers across the whole market. This means that, provided you choose a wrap that offers a personal pension, you can mix and match anything you like within that personal pension (subject to pension investment rules) rather than being limited to traditional pension products.

Regulatory Information: CBK Wales is a trading style of CBK Swansea Ltd which is an appointed representative of TenetConnect Services Ltd which is authorised and regulated by the Financial Conduct Authority. TenetConnect Services Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 150643.
CBK Swansea Ltd are registered in England and Wales under reference 05577803 Registered Office Address – Suite 3. Henley House. Queensway. Swansea West Industrial Estate. SA5 4DJ
The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.