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Savings & Investment News Savings & Investment News
Standard Life's Savings & Investment newsletter for advisers
Issue 3: Feb 2007

Wide range of funds
FundZone offers a wide choice of mutual funds by many of the leading fund managers in the UK. FundZone’s range aims to meet the investment goals of clients by providing top-rated funds in all the main asset classes.

Quantity and Quality
As well as our wide range of funds, the quality of the funds on the platform is also high, with many of our funds being rated by the independent rating agency, Forsyth-OBSR.

Full details on the funds including charges and commission can be found here.

Making fund selection easy
To help manage the increased choice, FundZone provides you with a range of tools to make fund selection and review more compliant and efficient including:

Service standards you can rely on
Reliable, accurate and timely. That’s how it should be. We’ve built our reputation on service excellence and you can be sure we’ll try as hard as ever to ensure we deliver for you. We appreciate your clients’ rely on you, so we believe you should be able to rely on us.

Standard Life is committed to providing you and your clients with the highest levels of service. FundZone users will benefit from our award-winning dedicated support package that includes account managers, Regional Business Centres and the FundZone Customer Centre on 0845 279 2002 (call charges may vary).

Our Wrap platform has won a prestigious Triple eee rating from the Financial Technology Research Centre (FTRC). The FTRC ratings are regularly published in Money Marketing. FundZone shares much of wrap’s functionality, delivering the key benefits you look for in a mutual funds platform.

The benefits of FundZone for clients
Clients can look forward to benefiting from a highly competitive package, which includes:

  • Wide range of funds (see above)
  • Consolidated statements
  • Access to online valuations
  • Competitive charges
  • Standard Life brand and service standards

For more information on FundZone please contact your Standard Life office.

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