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
Ready to start?
Use the Investment Proposal Tool now to create personalised resort for your clients.
You can view a sample investment proposal document here.
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.