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This article is a continuation of Income Analysis - Joint Life - Add Plans The Income Requirements area includes Annual Client Basic Expenses and Level or Profiled Income . If a joint client, this will be the clients combined income requ...
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This article is a continuation of Income Analysis - Joint Life - Charges The Add Plans screen is where you can include Phased Drawdown (if applicable) manage plans, which includes plan specific investment strategies, growth rates and projecte...
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This article is a continuation of Income Analysis - Add Goal Details Complete the Charges area: Adviser fees can be entered using either percentage or a monetary amount: Provider Product Charges add either Individual Charges or ...
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This article is a continuation of Income Analysis - Creating Research Complete the Add Goal Details screen. In this example, we have a joint client. The details below will be used throughout the research to provide a picture of how long the...
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Why can't I find Royal London Governed Portfolios and GRIPS? The Royal London Governed Portfolios and GRIPS are no longer supplied by FEFundInfo in our fund feed. They have been replaced by the unitised funds below in order to streamline the ...
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Why can't I find Royal London Governed Portfolios and GRIPS? The Royal London Governed Portfolios and GRIPS are no longer supplied by FEFundInfo in our fund feed. They have been replaced by the unitised funds below in order to streamline the se...
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Last Updated: 11/11/2024
in Pathways Documentation
To help you carry out your due diligence, we have put together responses to the most commonly asked questions within this document available for download: Synaptic Pathways Due Diligence.pdf We are happy to carry out more detailed due dilig...
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Advanced Options function the same for both single and joint clients. When doing joint research, you will be able to tweak details of both clients, including all details of the income analysis scenario. For more information about Advanced ...
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This article is a continuation of Income Analysis - Creating Research If you are looking to complete joint life research, see article Income Analysis - Joint Life - Create Research Complete the Add Goal Details screen. These details will b...
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Create Income Analysis research through the Contact record. Navigate to Contacts tab: Find your client in the list or search: Scroll down to Income Analysis and click New: Complete New Income Analysis details: Save ...