Why use the investment proposal tool?

When recommending a Standard Life investment portfolio, this tool allows you to 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

 

New features July 2024

  • Regular premiums can now be added on the following products: 
    • Synergy PRSA​
    • Synergy Personal Pension​
    • ​Synergy Regular Invest
  • Withdrawal options are now available on the Synergy Investment Bond (percentage or monetary amount)​ 
  • Vested PRSAs has been added as a new product option with withdrawal options also included.

 

Watch our guide for the Investment Proposal Tool

Ready to start?

Use the Investment Proposal Tool now to create personalised resort for your clients.

Launch Investment Proposal Tool

You can view a sample investment proposal document here.

Useful Links

  • MyFolio

    Find out more about our MyFolio range of multi-asset risk-based funds.

  • Fund Centre

    Here's where you'll find information on all the funds we offer.

The information on standardlife.ie/adviser is designed for financial advisers. It's not suitable for anyone else. If you're not a financial adviser, please go to standardlife.ie for information about the products and services we offer.