Updating New Bank Accounts, Directly Held Assets and Contracts within a Wrap

Once a new Holding has been set up within the Wrap there will be details that need to be updated.  This is done within the Details screen and ‘Assets’ tab in the Wrap:

Each of the Holdings added within the Wrap can be accessed from the tabs displayed above.  This guide will only look at one of these, as each of them is completed in the same way as a standard holding.

Access the Holding:

Complete relevant information:

Once the ‘Administration’, ‘Tasks’, ‘Remuneration’ and ‘Submission’ screens have been completed in the ‘Holdings’ record, they will be displayed in the Wrap record.