Allocation to a New Contract within a Wrap

Once again this section will start at the same point as the previous section.   Please refer to page 54 of this manual for guidance on starting the process for allocating money from the Cash account.

You will be taken to the Product screens for the new contract that has been added.  The Holding can be completed in the normal way.

The Contributions screen within the Wrap will display the decrements from the Cash account:

The ‘Contracts’ tab will detail the initial contribution into the new Contract (Holding):