Basis of Illustration - Compliance Details - CIP

The Compliance Details tab includes an internal Compliance Statement, Stochastic Investment Forecast Details by Year, Calculated Fees Summary, Risk Summary and Fund Fact sheet.

The Compliance Statement is internal and will not appear on the report. 

The Fund Factsheet View button can be selected if a Model or Bespoke portfolio has been chosen. If you have selected a MPS portfolio, the View button will be disabled.

The next tab to review is Report Content. See article Basis of Illustration - Report Content - CIP