Downloads
Pensions, Investments and Life
- Service and Fee Agreement
- Knowledge Experience Assessment
- Letter of Authority
- Risk Profiler
- Portfolio Analysis Report
For Jones Sheridan Model Portfolio 5 - Risk Profiling
Why we need to complete a risk assessment for each of our clients - Tax Voucher Guide
Basic explanation of product taxation - The Skandia Spectrum Funds
A discretionary approach to investment management - Skandia Spectrum Funds: Potential returns
A guide to potential investment returns from this discretionary management approach - Tracking your investment portfolio online
Keeping track of your Skandia investments has never been easier. You can access Skandia valuations via their website or via the Jones Sheridan portal, accessed via our home page - Keeping one step ahead of the bear market
Market Commentary
The JCI is a ground breaking initiative to create video content which advisers can use with their customers and staff. Click the links below to view the video.
- Fidelity – Credit risk
Ian Spreadbury
Fixed Income Fund Manager, Fidelity International - Ignis Argonaut – Benefits of European Equity Income
Oliver Russ
Partner and Fund Manager Argonaut Capital - AllianzGI - BRIC
Jack Aldous, OBSR & Nick Smith
Allianz Global Investors discuss what BRIC is, what the growth potential is for the region and what the main drivers are for the BRIC economies. - Old Mutual - Global Bonds
Stewart Cowley, Old Mutual Asset Managers & Peter Toogood
OBSR outline the benefits of global bond, the risks of global bond investing and how a global bond fund fits in to an investors portfolio.
Latest News
Are you snookered by the low interest rates on offer?
June 29th, 2009
We believe that there is an alternative to low interest rates.
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Andrew Beattie notches a half century!
June 29th, 2009
Andrew Beattie, an IFA has recently turned 50.
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