Helping you support your clients in their investment choices

At Standard Life, we aim to support you in building the strongest relationships possible with your clients. We provide interactive and innovative solutions, tools and services which will help you guide your clients to making the most informed investment choices. 

 

Useful investment tools

  • Investment Proposal Tool

    Create a bespoke investment proposal for your clients in a few simple steps.

    The investment proposal report contains the following: 
     

    •  Investment fund mix 

    •  Look-through asset allocation of the
       underlying portfolio

    •  Risk and performance analysis 

    •  Bespoke breakdown of charges and
       adviser commission 

    •  Incorporate adviser logo

  • Fund Centre

    We know that you and your clients want easily accessible and regularly updated information on our funds. That’s why we have a range of supports available on our Fund Centre, such as:

     

    •  Daily and monthly factsheets for all
       our funds. 
     

    •  Quarterly factsheets for our key funds
       (Global Index Funds, MyFolio Market,
        MyFolio Active) 
     

    •  Detailed fund performance, asset
        breakdowns and market outlooks. 
     

    •  Easily accessible pdf reports you can
       share with clients.

  • Risk Profiler

    Help your clients find out their attitude to risk.
    Our questionnaire at a glance: 

     

    •  Designed by EV, leading experts in
       the field of risk analysis 
     

    •  Helps you meet your compliance
       requirements 
     

    •  Supports assessing your client's
       sustainability preference
     

    •  Produces a customised client report

Steps to supporting your clients

Useful Links

  • Our partners

    Read more about our investment choice partners

  • Investment Solutions team

    Get to know our Investment Solutions team and how they can support you.