STANLIB continuously looks for ways to enhance your experience with us. To this end we have developed a number of tools to assist you with your sales function. Our most recent addition, the Fund Selection Tool, has been designed to assist you at point of sale when advising your client on fund selection.
What the Fund Selection Tool does
The Fund Selection Tool allows you to construct a client’s desired portfolio by selecting funds from the range available on the platform. Once selected, the tool analyzes the portfolio to ensure it meets your client’s risk profile. A detailed breakdown of the asset and sector allocation as well as risk rating of each selected fund and the portfolio as a whole is graphically displayed. The tool further informs if the portfolio is Regulation 28 compliant. Where your client is a linked life annuity investor, the tool will project the level of income that can be expected from the portfolio.
Finally the Fund Selection Tool provides a comprehensive summary or fact sheet of the portfolio. This can also serve as a record of advice and reference point for future portfolio reviews.
Where to find the Fund Selection Tool
You have to be a registered STANLIB Online user to use the Fund Selection Tool. To access the tool, log onto STANLIB Online and select “Tools” from the menu. Once installed, you will be able to access the tool from your desktop. New fund information (once updated) will download from STANLIB Online when you are logged on again.