Report Content contains a Recommendation Summary and Target Portfolio Summary. When completed, they will appear on the report.
The Outcome Summary will display Total Invested During Term, Expected Outcome (Stochastic), Final Value (calculated) & Overall R.I.Y
Objective Summary will pull through from the text entered in the Research>Add Investment screen.
Report Content is the last tab to review.
Check the box next to the Investment to mark as reviewed:
See article Basis of Illustration - Mark Wrapper as Reviewed - CIP
