Software for IFA's by IFA's developed by Hurst Financial Consultancy Ltd

home client summary assets pensions mortgages insurance employment financial goals dependents client advisers liabilities valuations more details log out

 

EXAMPLE CLIENT - Amend Asset Details

Product Type
Provider
Policy Number
Policy Holder Terms
Start Date
Notes	Premium Bonds held, sentimental reasons as funds came from Great Aunt's Estate
Frequency
Lump Sum
Regualr Premium
Investment Purpose
Risk Level	2

Additional Client Comments

 

YOU ARE HERE:

AMEND
ASSET DETAILS

˜ STRAIGHTFORWARD ADVICE... IN BLACK AND WHITE ˜