Investment Proposal Tool

The Investment Proposal tool allows you to create detailed, bespoke
investment proposals for your clients in minutes.
The tool can be accessed via our Advisor website under
Online Services or Business support.
First enter the client's name, then select the product, for
example Synergy PRSA.
Select Single or Regular Premium, €100,000 for the single premium
and €6000 per year.
Next select the Standard Life funds to be included in
the portfolio.
Based on conversations with your client you should have an
idea of which funds to select.
See our Fund Centre if you want information on our
funds.
Start typing the name of the fund and the full
name will auto populate.
I want the global index fund 60.
As I type every fund with global appears the AMC
for the fund will also appear.
Add in other funds needed.
Maximum amount is 10 and enter the percentage.
If you make a mistake and the amount doesn't add
to 100%, you won't be able to continue until the
total equals 100%.
The tool calculates what the blended AMC of the portfolio
is based on the above percentages entered.
Next, you enter the net allocation for the portfolio.
You should already know what charging structure you are taking,
but if you are not familiar, see our Advisor Product
Summary Guide.
I'm choosing a 100% net allocation and the investment amount
automatically updates to reflect this.
In the last part of Section 1, we select the
charges, enter the rebate and FB or C being applied.
If you don't enter any value in these fields, it
won't let you continue.
If you are not applying any rebate or FB or
C, you need to enter 0.
In each of these fields, you have the option to
include additional expenses in the report.
This is used to calculate the total expense ratio for
the portfolio.
Click Continue to move to the next section.
This section lets you select the period of the performance
to be shown in the reports.
For these particular funds, the performance goes back 10 years,
but you could also select 7, five or three years.
This graph shows an investment of €100,000 / 10 years
in this portfolio.
If you are happy with this, you can continue.
If not, you can change the period.
Click Continue Now.
You can select and deselect sections to be included in
the report.
For example, if you feel discrete performance isn't needed, you
can deselect it and it won't appear in the report.
You can personalize your report with your company's name, your
name and your logo, which can be sized to your
preference.
You can also include an optional welcome note, for example
a summary of the client meeting and or an optional
sign off note to perhaps include your company registration number
from the central bank.
You can choose to remember these details for future use.
Finally, click Create Report and then simply save it to
your PC.
As you can see, the report is very comprehensive and
customer friendly, including many graphs and charts.