EXAMPLE CLIENT - Asset Summary
| Product | Provider | Policy Number | Start Date | |
|---|---|---|---|---|
| Cash Savings | Halifax Plc | 00125487 | 22/05/1994 |  |
| NSCs/PSBs | National Savings & Investments | 253894744 | 10/04/2008 | |
| Investment Bond | Scottish Equitable Plc | 5126547 | 22/04/2006 | |
| Individual Savings Account | Skandia UK | 563214 | 23/10/2005 | |
This is a summary of your policies which we know about. If you have policies which are not on this list or ones which have lapsed or been cashed in, please contact our office with the policy details.
KEY : - Click the icon to view the record in more detail.
