Request Centre
A simpler way for you to start servicing requests and submit Wrap client documents online. It brings clear routes and helpful guidance together in one place, so you can find what you need quickly and submit with confidence.
Submit securely, in one place.
- Saves you timeWe instantly route your request to the right place and upload it directly to the client account - no need to send emails.
- Safe and secureFully protected behind your existing Unipass log in, giving you confidence every document is handled securely.
- Faster processingA smoother submission process ensures everything is secure and directed to the right team, helping requests move quickly and efficiently.
- Quality checkedBuilt-in checks support accuracy and completeness, reducing the chance of delays.
How it works
Enter the request centre
Select the type of request
Complete your request
Receive confirmation
Use your Unipass login to securely enter the Request Centre.
You can search for your clients using either their name or WP number. Once selected, a client summary page will display key client information, linked accounts and provide direct links into the Wrap platform where additional details are needed.
On-platform processes
If you are looking to do an on-platform process (like switches, Aberdeen SIPP drawdown etc) you will need to log in to Wrap and complete the wizard.
For access to Wrap, please use your firm’s usual Wrap log in details. If your firm does not have its own version of Wrap you can log in below.
What you can submit
Client servicing requests
Client detail updates
Transfers and re-registrations
Supporting evidence and documentation
Hints and tips
- You do not need to send an email to confirm documents have been uploaded.
- You no longer upload documents to the client account when using the Request Centre, documents will automatically be uploaded to the client account document library.
- Documents to be uploaded individually, transfer forms where there is multiple can be uploaded as one document. The maximum file size is 4MB which matches the platform document library parameters.
We're continuing to enhance the Request Centre, with further improvements planned over the coming months. Keep up to date with our latest developments.