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:
Stochastic Forecast
Deterministic Forecast
Capacity For Loss
Suitability
Ex-Ante Statement
Compliance Details
Report Content
Comparison with Ex-Ante - Basis of Illustration - Deterministic Forecast
