EXAMPLE CLIENT - Financial Dependent
| Name | Model |
|---|---|
| Date Of Birth | 17/04/1980 |
| Relationship | Daughter |
| Marital Status | Divorced |
| Notes | Financially dependent upon client following divorce |
home client summary assets pensions mortgages insurance employment financial goals dependents client advisers liabilities valuations more details log out
| Name | Model |
|---|---|
| Date Of Birth | 17/04/1980 |
| Relationship | Daughter |
| Marital Status | Divorced |
| Notes | Financially dependent upon client following divorce |