EXAMPLE CLIENT - Asset Details
| Product | Individual Savings Account |
|---|---|
| Provider | Skandia UK |
| Policy Number | 563214 |
| Policy Terms | S(MR) |
| Start Date | 23/10/2005 |
| Notes | Multi ISA subscribed monthly, holds transferred Pep holdings, held in cash at present awaiting economic updates |
| Frequency | Lump Sum & Regular Premium |
| Lump Sum | 25000 |
| Regualr Premium | 175 |
| Investment Purpose | |
| Risk Level | 1 |
