Basis of Illustration - Results - CIP

The Basis of Illustration> Results tab displays each investment separately. It outlines the following:

  • Result Summary
  • Investment Proposal Details 
  • Investment Amounts
  • Contributions & Withdrawals
  • Custody Details
  • Adviser Fees
  • Product Charges
  • Stochastic Projection

In the example below, Individual Savings Account and Self Invested Personal Pension have been selected in the Research. The details of the ISA are shown in the screenshot below:

Once you have reviewed the results, there are further tabs to review:

Deterministic Forecast

Capacity For Loss

Suitability

Ex-Ante Statement

Compliance Details

Report Content

See article Comparison with Ex-Ante - Basis of Illustration  - Deterministic Forecast