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Mutual Funds Secure Services

Secure Services

Below you will find a wide range of secure services, from Online New Business for Bonds and SIPP, to an aggregated view of your clients' holdings.

To use these services you must be registered with a User ID and password or a Unipass certificate. On clicking the links below you will be prompted to login. This will log you in to ALL secure services.

Your adviserzone account

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New Business



Produce illustrations for Group Pensions, Individual Pensions (including SIPP), Stakeholder Pensions, Bonds and Annuities. Find out more
Submit business online for Bonds and SIPP. Find out more
Incorporated into the Client View Service, you can now track your clients' pending new business. Find out more
New Business Pipeline Tracking is a new online tracking application that enhances and complements Standard Life’s existing suite of E-Commerce tracking services. Find out more

 

Servicing


Products available on the service are individual and group pensions (including SIPP), bonds, mutual funds and protection. Find out more
This service gives you access to plan information at a scheme level. Find out more
This enables you to request bulk downloads for a range of Life and Pension contracts. Find out more Now available for SIPP products!
The Commission service is designed to support the commission reconciliation process. Find out more
Electronic Policy Servicing (EPS) can save you time with renewals, Benefit in Kind reports and general policy administration.

 

Tools



The Risk Assessment Questionnaire uses 17 questions to help you assess your client's risk tolerance level.
The Portfolio Planner is an interactive tool which helps you recommend an appropriate investment mix.



The information on this site is for qualified advisers only and must not be relied on by anyone else. If you are not an adviser you should go to our main website for information about our products and services.

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Please note that adviserzone features UK and offshore products provided by Standard Life Assurance Limited and other subsidiaries of Standard Life plc. Click here for a list of product providers.

Standard Life Assurance Limited (SC286833) is registered in Scotland at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH and is authorised and regulated by the Financial Services Authority. 0131 225 2552. Calls may be recorded/monitored.

© 2010 Standard Life.