Discontinued App

Skandia UK

This app is for UK financial advisers only. Getting your clients to understand and agree their ‘appetite for risk` is one of the key stages ...

QR Scan this code with your mobile device to download this app

Description

This app is for UK financial advisers only. Getting your clients to understand and agree their ‘appetite for risk’ is one of the key stages in the investment process. The task of risk profiling and risk discussion can however be time consuming. Completing the client questionnaire, inputting the answers online and then discussing the results are typically done at separate times. To make the whole process more efficient for you and your clients, this app does it all in one go. It allows you to complete the questionnaire, get the risk score and then discuss with your client what that risk score means, during a single meeting. The agreed risk level can then be emailed back to your office for use with Skandia’s online investment tools. www.skandia.co.uk Skandia MultiFUNDS Limited is authorised and regulated by the Financial Conduct Authority. Skandia MultiFUNDS Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Their Financial Services register numbers are 165359 and 207977 respectively. VAT number 386 1301 59.

More

Technical specifications

Version: 1.4.3

Size: 13.55 MB

System:

Price: 0,00 €

Day of release: 0000-00-0

Comments about Skandia UK

*We won´t use your data for marketing purposes, we only need to check your email

Do you know how to install the app?

Download Skandia UK free

Similar apps to Skandia UK

We use cookies to improve our services and tailoring our ads to match your requirements and navigation habits. Accept · Read more