EXAMPLE CLIENT - Asset Details
| Product | NSCs/PSBs |
|---|---|
| Provider | National Savings & Investments |
| Policy Number | 253894744 |
| Policy Terms | S(MR) |
| Start Date | 10/04/2008 |
| Notes | Premium Bonds held, setimental reasons as funds came from Great Aunt's Estate |
| Frequency | Lump Sum |
| Lump Sum | 20000 |
| Regualr Premium | 0 |
| Investment Purpose | |
| Risk Level | 2 |
