Switching - Family Assets Under Management

This article is a continuation of Switching - Fees

Add family assets under management with the Target Scheme area:

If you do not wise to include Family AUM, unselect the toggle:

Update Results once done:

If you wish to include Family AUM, leave the toggle selected and Edit Family Assets if needed:

You can edit existing assets by selecting the pen icon:

Add amount and OK

Add a new family asset through the Platforms dropdown:

Click +Add Platform

Complete details of family asset and click OK

See article Switching - Comparison Report