EXAMPLE CLIENT - Asset Details
| Product | Cash Savings |
|---|---|
| Provider | Halifax Plc |
| Policy Number | 00125487 |
| Policy Terms | S(MR) |
| Start Date | 22/05/1994 |
| Notes | Cash held for unforseen expenditure |
| Frequency | Ad hoc |
| Lump Sum | 20000 |
| Regualr Premium | 0 |
| Investment Purpose | |
| Risk Level | 1 |
