for financial advisers only

Skandia Investment Solutions
Collective Retirement Account

Key features and terms

  • Key features of the Collective Retirement Account

    This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Skandia Investment Solutions Collective Retirement Account (CRA). It describes the CRA and its benefits along with the potential risks involved with this investment. There's also a list of questions and answers to help fill in the finer details. You should read this document in conjunction with a personalised Key Features Illustration, Terms and Conditions and Funds List. You might also find the Skandia Investment Solutions Platform and Investment Guide a useful read. If you want to print this document out, please check out the print-friendly version.

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  • Print-friendly key features of the Collective Retirement Account

    This is a print-friendly version of the Collective Retirement Account Key Features Document.

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  • Charge Basis 1 & 2 - Terms and conditions for the Collective Retirement Account (CRA)

    These are the terms and conditions for the Collective Retirement Account (CRA) for Charge Basis 1 and Charge Basis 2 customers.

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  • Charge Basis 3 - Terms and conditions for the Collective Retirement Account (CRA)

    These are the terms and conditions for the Collective Retirement Account (CRA) for Charge Basis 3 customers.

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  • Funds list for investments on Charge Basis 1

    Shows the list of funds available for investments on Charge Basis 1, on the Skandia Investment Solutions platform, together with details of their objectives and risks.

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  • Funds list for investments on Charge Basis 2

    Shows the list of funds available for investments on Charge Basis 2, on the Skandia Investment Solutions platform, together with details of their objectives and risks.

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  • Funds list for investments on Charge Basis 3

    Shows the list of funds available for investments on Charge Basis 3, on the Skandia Investment Solutions platform, together with details of their objectives and risks.

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  • Funds list for investments in WealthSelect on Charge Basis 3

    Shows the list of funds available for investments in WealthSelect on Charge Basis 3, on the Skandia Investment Solutions platform, together with details of their objectives and risks.

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Guides and brochures

  • Investing with Skandia – Your financial journey

    This is a customer guide to investing with Skandia, explaining the support we provide to customers and their advisers - this should ideally be read in conjunction with the appropriate Skandia Investment Solutions Key Features Document.

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  • Making the cost of investment clear - Charge Basis 1

    This document summarises the charges on your Skandia Investment Solutions investment for Charge Basis 1.

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  • Making the cost of investment clear - Charge Basis 2

    This document summarises the charges on your Skandia Investment Solutions investment for Charge Basis 2.

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  • Making the cost of investment clear - Charge Basis 3

    This document summarises the charges on your Skandia Investment Solutions investment for Charge Basis 3.

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  • Making the cost of investment clear - Charge Basis 3 - WealthSelect

    This document summarises the charges on your Skandia Investment Solutions investment for the WealthSelect investment range on Charge Basis 3.

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