Simplicity and ease
When it comes to financial planning, we are all about ensuring your right fit - right for your financial goals and for your risk profile. Simply follow the three easy steps below, with your advisor, to help you determine the profile that best suits your financial goals and risk profile. It's that easy.
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Complete the specially designed questionnaire - together with your advisor, you'll determine a profile based on your individual needs. |
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Match to the appropriate Portrait Portfolio Fund - the resulting profile is then matched by your advisor to your right Portrait Portfolio Fund. |
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Let us do the rest - the professionals at Standard Life Investments Inc. (SLI) build the portfolios, blending the right diversity of asset classes, market caps and geographic regions. Standard Life Mutual Funds Ltd. ensures that each portfolio remains on track. |