The Aviva Wrap has three underlying portfolios to pick from, so you can choose to invest in the funds that best suit the needs of your particular client.

The portfolios you can choose from are:

The Investment Portfolio

The Investment Portfolio lets your clients invest in a wide range of collective investments and equities from all key investment sectors. There are around 1,500 funds from over 80 fund managers.

Download the Key Features document for the Investment Portfolio (PDF)

The ISA Portfolio

A stocks and shares ISA which offers collective investments and equities in a tax-efficient portfolio. Your clients can transfer ISAs from current and previous tax years, consolidating them all on the Aviva Wrap.

Download the Key Features document for the ISA Portfolio (PDF)

The Pension Portfolio

A Self Invested Personal Pension (SIPP), which can provide your clients with an income in their retirement and can accept protected rights transfers. Through this portfolio, your clients can invest in commercial property and a wide range of collective investments and equities.

The phased drawdown option gives your clients access to a tax-efficient retirement income.

Download the Key Features document for the Pension Portfolio (PDF)

To find out more about the Aviva Wrap, please ask for your free demonstration from one of our advisers by filling in the form on the right.