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Standard offers online view on Sipps

Standard Life has set up an online client view service to include its Sipp and mutual funds and allowing advisers to view all client policies in one window.

The service will focus on Standard’s Sipp and inc- lude information on fund valuations, investment instructions, cash transactions and the updated value of other investments such as property and shares.

The service uses real-time data and a combination of monthly and quarterly fund reports provided by Morningstar. It also gives access to FundsNetwork’s range of products.

Non-Standard Life assets such as commercial property can be input into a client’s Sipp portfolio to allow them to be included in the serv- ice’s overall valuation.

Standard Life sales e-commerce manager Billy Burnside says that the service will be enhanced further in coming weeks with a client report facility that can be used as part of the adviser’s client review process.

Burnside says: “Our new client view service has been developed in conjunction with a number of advisers and this gives us the confidence that it is both easy to use and meets their needs.”

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