Ex-Post Reviews - Review Screen

This article is a continuation of Ex-Post Reviews

When the review has been created, you will be taken to the Review screen:

The screen is split into Previous, Current and Proposal:

Click the edit pen to select Investment Snapshot:

One or more snapshots will be listed. Select the Illustration you would like to review:

The Illustration has been selected and will populate the three columns in the review screen. 

  • Previous state will list the information from the investment snapshot you have selected. 
  • Current state will display the investment based on where it is today, including any changes you make in the Proposal column. 
  • Proposal allows you to tweak multiple details:
    • Policy Details
    • Investment Proposal Details
    • Investment Amounts
    • Contributions & Withdrawals
    • Custody
    • Adviser Fees
    • Product Charges

For further information on Ex-Post Reviews, see article Ex-Post Reviews - Edit