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Once all tabs have been reviewed and the Capacity for Loss statement has been completed, you can check the box next to the Investment: If this is the only investment, you can proceed to the Check-In stage. If you have multiple investments, y...
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Report Content contains a Recommendation Summary and Target Portfolio Summary. When completed, they will appear on the report. The Outcome Summary will display Total Invested During Term , Expected Outcome (Stochastic) , Final Value (...
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The Compliance Details tab includes an internal Compliance Statement , Stochastic Investment Forecast Details by Year , Calculated Fees Summary , Risk Summary and Fund Fact sheet. The Compliance Statement is internal and will not app...
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The Ex-Ante Statement tab outlines a breakdown of all costs: The next tab to review is the Compliance Details. See article Basis of Illustration - Compliance Details ...
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The Suitability tab will display an Efficient Frontier graph: Included in this screen is a Value at Risk Statement at the bottom of the graph: Next tab to review is the Ex-Ante Statement. See article Basis of Illustration - Ex-Ante ...
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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 oppor...
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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 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 column is ...
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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 In ...
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A Report can be created on the Research report: You can either view the report or download: ...