DUE DILIGENCE

It’s all here – the documents you need to complete due diligence on the Scottish Widows Platform, or the Horizon multi-asset fund range.

ENSURING OUR SERVICES ARE RIGHT FOR YOUR CLIENTS

You need to be sure the platform or investments you’re recommending are right for your clients – we have what you need to hand. Select the due diligence guide you need from our options below:

Scottish Widows logo

FOR FINANCIAL ADVISERS

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FOR FINANCIAL ADVISERS

FINANCIAL STRENGTH

Your clients want to know the institutions they’re investing with or through are financially robust.

AKG, an independent research company, specialises in providing financial strength ratings for providers and platforms. AKG’s ratings are widely used as a measure of an institution’s stability and reliability.

Scottish Widows Platform achieved an A | Superior rating.

Scottish Widows achieved a Provider rating of A | Superior.

Explore the details behind these ratings in the reports below.

AKG financial strength platform report for Scottish Widows Platform AKG financial strength provider report for Scottish Widows

BEST ADVICE SYSTEMS: WHERE YOU CAN FIND US

You can find the Scottish Widows Platform on the following Best Advice Systems (also below: consultancies that have independently gathered information on the Scottish Widows Platform).

* Best Advice System