Ex-Ante - Basis of Illustration - Compliance Details

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

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 is selected. If you have selected a MPS portfolio, the View button will be disabled.

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