Here we’ve collected our most useful guides, designed to assist you while using the Skandia Investment Solutions platform. Click on any of the links below to download the guides (opens in new window).
U-Skan -Interactive guide to using Skandia’s market leading fund analysis and reporting tool.
Download U-Skan on Skandia Investment Solutions guide
User roles - A guide to getting set up, the different roles a user can have, which activities are available for each role, and how to set up and edit user details.
Download User roles guide
Manage clients - A guide to making the most of our client-centric system. This includes setting up, maintaining and working with client details using a simple and time saving process.
Download Manage clients guide
New investment: Stocks and Shares ISA - A step-by-step guide to inputting a new online ISA application.
Download New investment: Stocks and Shares ISA guide
New investment: Collective Investment Account - A step-by-step guide to inputting a new online Collective Investment Account application.
Download New investment: Collective Investment Account guide
New investment: Collective Retirement Account - A step-by-step guide to inputting a new online Collective Retirement Account application.
Download New investment: Collective Retirement Account guide
New investment: Collective Investment Bond - A step-by-step guide to inputting a new online Collective Investment Bond application.
Download New investment: Collective Investment Bond guide
New investment: Royal Skandia and a Collective Investment Account - A step-by-step guide to inputting a new application for a Collective Investment Account. This is relevant when selecting an investment for a Royal Skandia Collective Investment Bond (CIB) or Royal Skandia Collective Redemption Bond (CRB).
Download New investment: Royal Skandia and a Collective Investment Account guide
Top ups: Royal Skandia and a Collective Investment Account - A step-by-step guide to adding new money to an existing Collective Investment Account. This is relevant when held as the investment for a Royal Skandia Collective Investment Bond (CIB) or Collective Redemption Bond (CRB).
Download Top ups: Royal Skandia and a Collective Investment Account guide
Manage business: pending business, submitted business, activity tracking and commission - This guide highlights the processes and features available to track and review your business and commission through the Skandia Investment Solutions platform.
Download Manage business: pending business, submitted business, activity tracking and commission guide
Accessing contract details and documents - This quick guide highlights how to access all client specific documentation.
Download Accessing contract details and documents guide
Build portfolio - Skandia’s portfolio building tools aid an efficient and consistent yet flexible investment process. This guide highlights how to start building portfolios online.
Download Build portfolio guide
Manage portfolio - This guide highlights how you can manage investments with consistency, ease and efficiency once you have created online portfolios.
Download Manage portfolio guide
Research funds - This guide details how our powerful research tool can assist the fund selection process.
Download Research funds guide
Valuations and transaction history - A quick guide to accessing individual and consolidated valuations and transaction histories.
Download Valuations and transaction history guide
Switches and redirections - This guide shows how to do individual fund switches and redirect any regular contributions in one easy online transaction.
Download Switches and redirections guide
Bulk switches and redirections - This guide shows how to set up and carry out multiple switches and regular contributions updates for multiple clients. This relates to our highly efficient online bulk switching service.
Download Bulk switches and redirections guide
Client Extranet - This guide shows how to register for and use our secure online client valuations and fund switching service.
Download Client extranet guide
With-profits analyser - Our With-Profits Analyser tool helps you review your clients’ existing with-profits bond investments. This guide shows you how to use each element of the tool.
Download With-profits analyser guide