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OLD MUTUAL WEALTH TRANSFER ANALYSIS SERVICE 1 FINANCIAL ADVISER DETAILS Contact name Company name and address Postcode Phone number Fax number 2 Adviser remuneration basis If you do not complete this

How to fill out skandia transfer analysis service

Who needs skandia transfer analysis service?

1. Individuals who are considering transferring their investments from one financial institution to another can benefit from using the Skandia Transfer Analysis Service. This service helps them evaluate the implications, costs, and benefits of making such a transfer.
2. Financial advisors can also use the Skandia Transfer Analysis Service to assist their clients in making informed decisions about transferring investments. By utilizing this service, advisors can provide their clients with comprehensive analysis and recommendations based on their individual financial goals and circumstances.

How to fill out skandia transfer analysis service:

1. Start by gathering all the necessary information about your existing investments. This includes details such as the name of the financial institution, the type of investments you hold, the current value of these investments, and any ongoing fees or charges associated with them.
2. Next, provide information about the financial institution you are considering transferring to. Include details such as the name of the institution, the type of investments they offer, and any fees or charges associated with their services.
3. Enter your personal details, including your name, contact information, and any specific financial goals or preferences you may have.
4. Provide a clear overview of your investment objectives. This could include factors such as your desired rate of return, your preferred investment term, and your risk tolerance level.
5. Include any specific questions or concerns you may have regarding the transfer of your investments. This will help the Skandia Transfer Analysis Service address your individual needs and provide relevant recommendations.
6. Finally, submit the completed form and any supporting documents or information requested by the Skandia Transfer Analysis Service. Ensure that all the provided details are accurate and up-to-date to ensure an accurate and comprehensive analysis.

Overall, the Skandia Transfer Analysis Service provides individuals and financial advisors with a thorough evaluation of the implications and benefits of transferring investments. It is essential for individuals looking to make well-informed decisions and for advisors aiming to provide their clients with the best possible recommendations.

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