"making you better off in a way you understand, value and trust"

Portfolio Investment Service

- The simple way to manage your investments

Diversity is the secret of sound investment. Spread your money across a wide range of different financial assets and you minimise the risk whilst enriching the potential of your investment. If you have equity-based investments in the form of ISAs, PEPs or Unit Trusts with companies like Legal & General, AXA or New Star, this service could be of interest to you.

Keeping track of diverse investments - a difficult challenge

Whilst this kind of financial portfolio is a sound and sensible idea, it does have one major drawback. Having funds managed by several different companies means that it’s often hard to keep control of the relevant and important bits of information. With so many statements arriving from different places at different times, it can be difficult to keep track of investment performance, growth rates and overall net worth. Plus, you may also have to phone the various providers to request the information in the first place. For this reason, many private investors find it hard to manage their investment portfolio themselves.

A one-source portfolio investment service from SFS

Skipton Financial Services (SFS) has joined forces with Fidelity FundsNetwork in the Portfolio Investment Service - a service that takes all the difficulties out of investment management. The Portfolio Investment Service puts the investor totally in control of all the information, facts and figures they need, as and when they need them, with the administration of all investments in one place. It covers everything from equity ISAs and PEPs to Unit Trusts and Open Ended Investment Companies (OEICs).

Putting you in control

The Portfolio Investment Service reflects the fact that the finance industry has moved towards holding these types of investments on a central platform, rather than dealing with individual Fund Management companies. This change makes no difference whatsoever to how your funds are held or who they’re held with; it simply improves the administration and puts you back in control - and of course, investments remain fully invested throughout the process.

A drastic reduction in paperwork

SFS offers the Portfolio Investment Service to both existing and new customers. You have a single administrator for your portfolio, plus all investments and valuations are summarised on one easy to read statement, which makes it much easier to manage and control investments - plus it drastically reduces paperwork. Other benefits of the service include up-to-date valuations on all holdings whenever required, and making changes to the portfolio is quick, easy and fuss-free. All this adds up to a service that allows you to concentrate on the core issues of your portfolio - making the right decisions so as to maximise financial returns.

The key benefits of the service are:

One administrator to manage all your investments, one regular statement, one source of information covering your entire portfolio - that’s the solution offered by the Portfolio Investment Service.

A "thank you" from SFS

Signing up for the service is simple and straight forward, and will normally take just a couple of minutes of your time. And, to thank you for making the effort, SFS will give you £25. This little incentive is, of course, in addition to all the benefits of this new service, listed above.

For more information about SFS’s Portfolio Investment Service, or call:

0800 137832

- then you can begin the quick and easy process of streamlining and speeding up your investment administration.

FundsNetwork is owned by Fidelity International Limited and was launched in 2000 and is now the leading service of its kind in the UK. It gives investors a choice of more than 900 funds from 55 investment companies.