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Fifth Annual Conference unwraps AND PLATFORMS Harnessing the Power of Platforms to Deliver Pension Freedom Contributions from FCA Nucleus Standard Life Succession HSBC SET The Lang Cat EY AXA Wealth
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Wraps and platforms are investment products that offer access to a range of funds or investment options within a single account.
Financial institutions, investment firms, and individuals who provide wraps and platforms services are required to file wraps and platforms.
Wraps and platforms can be filled out electronically through the designated regulatory platform or submitted in paper form by mail.
The purpose of wraps and platforms is to provide investors with a simplified way to access and manage multiple investments in one account.
Information such as the financial performance of the investments, fees, and charges, as well as any conflicts of interest must be reported on wraps and platforms.
The penalty for late filing of wraps and platforms can range from monetary fines to suspension of licenses or legal actions.
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