id
Our new-for-2025 investment proposal tool lets you quickly and easily build a bespoke report on our Future Advantage range for each client.
Simply input the requested details, along with a personalised greeting and sign off. The result is a personalised output in your own branding, designed for you to talk through with your client.
How can the tool help you?
-
Creates tailored investment proposals
Build a bespoke and branded investment proposal for your clients quickly and seamlessly.
-
Supports your client conversations
Use the proposal tool to have a tailored conversation with your clients about their investment options.
-
Helps clients understand investments
Show your clients the past performance of the Future Advantage range, using client-friendly language, with access to a wide-ranging glossary of investment terms.
What does the proposal cover?
- Your customised introduction and sign off
- Information on the Future Advantage range
- The proposed Future Advantage funds you’ve selected for the client
- Asset-class and geographical breakdowns
- Historical performance
- Standard Life’s five core investment beliefs
- A glossary of investment terms
- Links to useful documents such as fund factsheets and Future Advantage customer guide.
id
Ready to get started?
Create your proposal using the tool below. You’ll need:
- Your client’s name
- The investment amount
- The Future Advantage funds you’re proposing
- Your firm's logo (jpeg, png or svg, 5Mb max file size)
Next steps
-
Discover our Future Advantage funds
Find out more about the Future Advantage range, including individual fund factsheets, adviser and client guides - and detailed information on our independent risk ratings.
-
Get a quote
The Future Advantage range is available through our Active Money SIPP. Login to get a quick online quote.