Client WRAP Login
The financial services sector has changed immeasurably over the last few years and is set to change ever further. During this time, JPM Group has seen client needs change and become more complex. In response, JPM has embraced the principle of WRAPs; a platform where clients can hold all of their finances in one place and therefore reduce the amount of time spent on administration. JPM offer a Whole of Market WRAP. The custodians of the site are Standard Life, who provide the infrastructure but offer over 26,000 funds. This service allows JPM to value client portfolios at a touch of a button and provide vital information as soon as it’s required.
The WRAP contains Self Invested Pensions, ISA’s, Unit Trusts, Onshore and Offshore Bonds and also has the facility to value assets outside normal conventional insurance products.
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We expect our insurance advisers to be pro-active. JPM have evaluated our cover, provided sensible solutions and have managed difficult claims with positive outcomes.
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