Online services
Online valuations
Our online valuations service is a quick, easy and convenient way to value your clients' portfolios.
Training
We've developed a training package to broaden your knowledge of taxation and help you accumulate continuous professional development (CPD) points.
Morningstar
You can access free online tools from Morningstar, a leading provider of independent investment research. You can use these tools to research and maintain portfolios and evaluate funds for your clients. This means you can provide them with an expert added-value service and save yourself time and effort. Plus, you can now conduct a post-sale analysis via our online services.
Bond taxation
Broaden your bond taxation knowledge by completing our online training course. Log on to the tool now to take a look.
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AEGON Scottish Equitable International:
Member of the AEGON Group.
AEGON Scottish Equitable International plc is authorised by the Financial Regulator in Ireland and regulated by the Financial Services Authority for the conduct of UK business.
