Sample letter (financial adviser to client) This document is for professional financial advisers only. The wording below has been produced to help intermediaries draft their own promotional material. Skandia accepts no responsibility for ensuring that it meets with the intermediaries’ own regulatory requirements and they should arrange for approval in accordance with the FSA rules within their own firms. Dear [insert client’s name]
Look beyond the conventional
I am writing to tell you about another exciting new fund from Skandia Investment Management. The Skandia Alternative Investments Fund is an innovative MultiManager fund that invests in a collection of alternative assets run by specialist managers within a single fund. By choosing alternative investments from widely differing asset classes, the fund aims to reduce the risk associated with the individual investments. That, along with performance expected to be very different from that of equities, makes it a potentially attractive diversifier for your current investment portfolio. This fund brings together a hand-picked set of alternative investments, many of which you’ve never been able to invest in before. What’s more, Skandia have blended these investments with the aims of keeping volatility low, and returns positive over periods of a year or more, whatever the market conditions. All this makes it a highly attractive opportunity for investors looking to diversify their investments and reduce the amount of risk in their portfolio. A key principle on which Skandia Investment Management was founded is that no single fund management group can be the best in all areas at all times. Its approach is to provide a range of well diversified funds, each offering a blend of world class investment managers to add value and reduce risk. This approach has proved very popular with investors and advisers, and Skandia Investment Management is one of the UK’s fastest growing asset management businesses with over £5.1 billion under management as at 31 December 2007. The Skandia Alternative Investments Fund is an open ended investment company and you can invest in it through an ISA, ISA transfer or direct into the fund and also through Skandia’s Life and Pension plans. If you would like to discuss this investment further please give me a call on to make an appointment or contact me by email on .
Skandia Investment Management Ltd, a member of the Skandia Group of companies, is authorised and regulated by the Financial Services Authority. FSA Register number 208543. Registered Office: Skandia House, Portland Terrace, Southampton, SO14 7EJ, United Kingdom. Registered Number: 4227837 England. Skandia Investment Management Limited is the Authorised Corporate Director of Skandia Specialist Funds, Skandia Aggressive Fund, Skandia Balanced Funds, Skandia Cautious Fund and Skandia Investment Funds (investment companies with variable capital). www.skandiainvestmentmanagement.com
Yours sincerely,
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Skandia Investment Management Ltd, a member of the Skandia Group of companies, is authorised and regulated by the Financial Services Authority. FSA Register number 208543. Registered Office: Skandia House, Portland Terrace, Southampton, SO14 7EJ, United Kingdom. Registered Number: 4227837 England. Skandia Investment Management Limited is the Authorised Corporate Director of Skandia Specialist Funds, Skandia Aggressive Fund, Skandia Balanced Funds, Skandia Cautious Fund and Skandia Investment Funds (investment companies with variable capital). www.skandiainvestmentmanagement.com