Investments

In this section, you will find all of our investment literature. Use the links on the left to browse through specific product literature or see below for our new and recently updated investment material.

New or recently updated Investment documents

  • Platform and investment guide

    The customer guide to Skandia Investment Solutions - this should ideally be read in conjunction with the appropriate Key Features Document.

    Download
  • Bed & ISA supplementary application

    This form is used to withdraw money from a Collective Investment Account for investment into an ISA. We recently made some changes to this form. These changes are:

    • The form now caters for three scenarios outlined on the front page, with deadlines clearly stated, rather than needing a separate form to cater for tax year end requirements.
    • We have added more clarification about how we will carry out Bed & ISA instructions.
    • Clearer reference is made to the required online ISA application.
    Download
  • Funds list

    Shows the list of funds available through the Skandia Investment Solutions platform, together with details of their objectives and risks.

    Download