Product Basis Reports - Schedules

A ‘schedule’ will list the client’s policies that fall within the category selected.

SIPP’s will appear as one contract on this report, regardless of the number of assets within it.  There is also the option to ‘Create a schedule of the client’s SIPP contracts’, which enables a user to print out a ‘Summary’ or ‘Detailed’ value of the assets within the SIPP.