CISI Platforms (IOC) Practice Questions - CISI Platforms, Wealth Management And Service Providers (Investment Operations Certificate Unit) Exam

A 'wrap' platform is best described as a platform that:

Is restricted to institutional pension scheme administration Only offers a single fund manager's range of funds Wraps a wide range of assets within tax wrappers such as ISAs, SIPPs and onshore/offshore bonds, with consolidated reporting Provides only execution-only dealing in direct equities

Correct Answer:

Wraps a wide range of assets within tax wrappers such as ISAs, SIPPs and onshore/offshore bonds, with consolidated reporting

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