Support material

  • Skandia risk profile questionnaires - Changes which apply from December 2011

    This document provides a summary of the changes being made to the risk profiling questions which come into effect in mid-December 2011.

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  • Skandia risk profile questionnaire for Individuals

    This version of the risk profile questionnaire can be used to help you assess a client's attitude to risk in relation to individual investors.

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  • Risk profile questionnaire for Individuals - white label version

    You can personalise this version of the risk profile questionnaire by adding your company logo.

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  • Risk profile questionnaire for Individuals - blank version

    You can pre-populate this version of the risk profile questionnaire and save client details.  If you wish to add your company logo please refer to the white label version.

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  • Skandia risk profile questionnaire for Retirement

    This version of the risk profile questionnaire can be used to help you assess a client's attitude to risk in relation to retirement planning.

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  • Risk profile questionnaire for Retirement - white label version

    You can personalise this version of the risk profile questionnaire by adding your company logo.

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  • Risk profile questionnaire for Retirement - blank version

    You can pre-populate this version of the risk profile questionnaire and save client details.  If you wish to add your company logo please refer to the white label version.

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  • Skandia risk profile questionnaire for Trustees

    This version of the risk profile questionnaire can be used to help you assess a client's attitude to risk in relation to trustee investors.

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  • Risk profile questionnaire for Trustees - white label version

    You can personalise this version of the risk profile questionnaire by adding your company logo.

    Download
  • Risk profile questionnaire for Trustees - blank version

    You can pre-populate this version of the risk profile questionnaire and save client details.  If you wish to add your company logo please refer to the white label version.

    Download
  • Skandia reasons why

    This document is designed for use by financial advisers only and should not be relied on by anyone else. The statements will help in the preparation of marketing material and ‘Reasons Why’ letters, to help you communicate to your clients the benefits of investing with Skandia.

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  • Benefits of the UK Client Extranet

    This flyer highlights the benefits of registering for the UK Client Extranet.

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