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
