Bulletin - January 2022

2 min read 18 Jan 22

Adviser Feedback Survey

Did we go above and beyond to help you resolve an issue? Perhaps we missed the mark this time? Or maybe there’s something you’d like us to change about the way the platform works?

We believe it’s important for us to understand how you’re feeling about our service on an ongoing basis, instead of set times throughout the year. So we’ve introduced a quick survey which is always available through the platform. We hope you’ll use it to let us know any feedback you have – positive or negative.

The survey takes less than three minutes to complete. We’ll monitor your responses so we can adapt and improve continuously throughout the year.

When you’re logged into the platform, you’ll find the survey under ‘Updates & Feedback’ then ‘Provide your feedback’.

Wrap Charges Calculator – Illustrating on Equities or Structured Products

Although the Wrap Charges Calculator doesn’t include data for Equities or Structured Products, you can use the ‘Other Assets’ option to manually include these assets. 

You can enter the name of the asset, and any charges that may be associated to the purchase (such as Stamp Duty Reserve Tax) using the ‘Initial charge’ field, or ongoing charges using the ‘Annual charge’ field. This means that you can generate charges summary documents which include this information.