If you have lost contact or not satisfied with your financial advisor we are able to provide you with the ongoing service that you need!

Gerrards International - Wealth Management and Financial Planning

Contact Us:

Gerrards International

Hajós utca 31.
1065 Budapest
HUNGARY

Tel: +36 1 354 0010

admin@gerrardsinternational.com

Skandia Policy Transfer


Do you own a Royal Skandia policy?

 
If you have lost contact or are not satisfied with your financial advisor we are able to provide you with the ongoing service that you need!
 
A regular or lump sum investment plan is very much like a car. If it doesn't receive regular servicing it won’t serve you very well. One thing that is certain is that the economy and the markets are not constant and the changes that occur will affect the money that you have invested. Also your personal situation will change over time. This often means that your financial plans also often need to be adjusted to reflect that.
 
We know that regular and clear communication is essential. This is why we send regular updates to clients so that they can see how their investments are performing. We are available to speak to our clients on a regular basis. We provide ongoing investment advice to help steer our clients through what is becoming an ever more risky global economic environment.
 
So it is so important to make sure that you are receiving sound investment advice. All too often people select funds in a regular investment plan without considering the risk. We help our clients put in place investment strategies that allow their capital to be preserved in more challenging market environments and grow capital in better times. Of course everybody is different and therefore we provide tailored investment advice for each individual.
 
•    Quarterly or monthly valuations
 
•    Help you to reduce the risk of your investment and enhance returns.
 
•    We provide initial and ongoing investment advice.
 
•    Ongoing administrative support helping you if you need to provide new card or bank account details.
 
•    Increase or decrease contributions
 
•    Access funds invested

In the vast majority of cases this service is free to you as Royal Skandia will pay us for providing the ongoing financial advice and client servicing.
 
Royal Skandia are a product advisor and as such do not give financial advice. Ongoing financial advice can only be provided by a financial advisor.