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FirstWrap is a full service wrap, designed to drive efficiencies for your business and help you deliver outstanding service to your clients.

Product snapshot

FirstWrap Plus Super, Pension and Investments offers you and your clients comprehensive investment choice, convenient administration, and the flexibility to design a portfolio to suit their investment needs.

FirstWrap Plus Super

Asset classes: Cash, fixed interest, managed accounts, managed funds, ASX listed securities, other unlisted investments

Minimum initial contribution: $20,000

FirstWrap Plus Pension

Asset classes: Cash, fixed interest, managed accounts, managed funds, ASX listed securities, other unlisted investments

Minimum initial contribution: $20,000

FirstWrap Plus Investments

Asset classes: Cash, fixed interest, managed accounts, managed funds, ASX listed securities, other unlisted investments

Minimum initial contribution: $20,000

Benefits of FirstWrap

Investment choice

FirstWrap allows you to create tailored investment portfolios from a diverse range of asset classes, investment managers and product structures.

 

 

Features

FirstWrap’s features enable you to effectively implement and manage sophisticated investment solutions.

Flexibility

FirstWrap gives you the flexibility to design a portfolio to suit your clients’ investment needs.

Make the move to FirstWrap

We know how important the right platform is to your business – from keeping down your costs and easing your administration workload to delivering the high quality service that your clients expect.

That’s why we make it so easy for you to move your clients onto FirstWrap.

To help make your transition to FirstWrap as easy as possible, our Relationship and Training Managers use a set of proven processes and templates to:

  • Manage the in-specie transfer for all investments on the FirstWrap approved investments list, including listed securities, managed funds, cash and unlisted investments
  • Ensure the capital gains tax parcel history for every investment is recorded, where available
  • Assist in transferring underlying assets of approved lender’s margin loans to open new FirstWrap Plus Investments accounts

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