Contact the WRAP team
General enquiries: wrap@cambifa.co.uk
Cambrian’s WRAP Platform provides access to over 2,000 funds via Standard Life.
Standard Life were selected through our rigorous WRAP Due Diligence process which is repeated every year to ensure our strict criteria is met.
By using the WRAP platform, we can help you to construct a portfolio from this huge selection of funds which accurately reflects your investment attitude and is potentially capable of delivering superior performance.
Client log ins are available so that you can view your valuations at any time.
In addition to quarterly emails, every April the Wrap team will contact you to facilitate transfers from OEIC to ISA to ensure that your investments are held as tax-efficiently as possible.
An annual rebalance is advised every January to maintain the portfolio’s alignment to your attitude to risk and capital gains tax information is emailed with the July reviews.
Growth & Income Asset Allocation pdf
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Ethical Growth & Income Asset Allocation pdf
Please click here to downloadHow to login to Cambrian Wrap pdf
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