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The Capacity for Loss tab will need to be completed for each investment on the Illustration. Complete the questionnaire: You will not be able to proceed to the Check-in without the Capacity for Loss statement completed. You have the oppo...
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The Deterministic Forecast tab allows you to review a deterministic graph, showing the Net Contributions , Overall Return and Return Without Fees over the Term of Investment. Overall Growth % & Overall Growth £ is also shown above the...
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This article is a continuation of Ex-Ante - Basis of Illustration - Results The Stochastic Forecast tab includes a Projection, Probability and Portfolio graph: The first column is based on the Target Strategic Asset Allocation . The second ...
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The Basis of Illustration> Results tab displays each investment separately. It outlines the following: Result Summary Investment Proposal Details Investment Amounts Contributions & Withdrawals Custody Details Adviser Fees Pro...
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When you are ready to select the Platform or Off Platform product, select the + next to the product: Select Continue to Ex-Ante Illustration: This will take you through to the Basis of the Illustration . See article Ex- Ante - Basis...
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Add switching information through the Switches/Trades tab. The Set Trades + button will become available once information is complete. Set Trades + to apply to the Results: The button will be greyed out once applied. The button w...
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Term When updating the term, click Update Results Filter Results by Provider Ex-Ante only Research is based on selecting a single product. Filter Results by Product Ex-Ante only Research is based on selecting a single product. ...
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In the example below, we have added a Self Investment Personal Pension as an investment. If you are unsure of how to add investments, see article Ex-Ante - Add Investment for details. Review the details of your chosen Investment: Growt...
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Edit wrapper Investment details through the Edit button: Make changes and Save Once saved, the results will recalculate: ...
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Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create an Ex-ante scenario within a contact record, either: Search for the client in the top search bar: Alternatively, find ...