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Threesixty signing up for Sigma fund range

IFA services provider Threesixty is adopting Standard Life&#39s Sigma investment fund range for its 120 firms.

The deal follows similar tie-ups with Bradford & Bingley and Co-operative Bank Financial Services.

The Sigma range gives access to 75 funds, with 57 run across 12 external fund managers and the remainder managed by Standard Life Investments. Funds are chosen on the basis of ratings from agencies and on popularity with advisers and clients.

Advisers get access to Standard&#39s portfolio planner tool that examines a client&#39s attitude to risk and plots investment strategies to match risk profile.

Threesixty partner David Ingram says: “Matching asset allocation to a client&#39s attitude to risk is a key part of the advice process and portfolio planner does that very well. The audit trail it provides is invaluable.”

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