for financial advisers only
Investment and funds
Interactive guide to using Skandia’s market leading fund analysis and reporting tool.
Interactive guide to accessing current and backdated valuations and policy information on Skandia Investment Solutions and SkandiaView.
A detailed guide to help you build portfolios on SkandiaView.
This guide shows how to register for and use our secure online client valuations and fund switching service.
A detailed guide to help you understand how to edit and maintain your bespoke portfolios, and how to link investments to a portfolio to manage your clients quickly and efficiently.
A detailed guide to help you understand how to compare and filter funds, create customised fund tables and generate performance and analysis reports.
A detailed guide to help you understand how to switch current funds in an investment and redirect future regular payments on an individual or bulk basis.
This guide provides support information for how to link your chosen back-office software with Skandia data.
A detailed guide to help you understand how to search and view valuations, look at unit statements for all policies and generate valuation reports for clients.
This site is designed for and directed at financial advisers and must not be relied on by anyone else.
THIS WEBSITE IS FOR FINANCIAL ADVISERS ONLY
The content of this site is approved for use by financial advisers only. It hasn't
been approved for customers to view.
If you are NOT a financial adviser, please click
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