Investment Proposal

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{{ date('F Y') }}
Investment Proposal

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Dear {{ $client->is_trust ? $client->trust_cn : $client->indi_title . ' ' . $client->last_name }}
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We provide more detail relating to the above mentioned points in subsequent sections of this proposal.

Yours Sincerely,

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Investment Proposal

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Investment Proposal

Details of Investment Solution - Questions & Answers

@endif
Investment Proposal

Details of Investment Solution - Selected Risk Profile

Please note that no Risk profile questionnaire was completed, and that the advisor independently chose a risk profile.

 
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Investment Proposal

Details of Investment Solution - Selected Risk Profile

 
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{{ Html::image('screens/' . $risk_chart_probability_of_negative_return_image,'',array('class'=>'img-responsive')) }}
Investment Proposal

Details of Investment Solution - Selected Solution

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@if($solution->holding->count())

Top 5 Holdings

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  • @endforeach
@endif
Investment Proposal

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Investment Proposal

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Investment Proposal

Fees

The {{ $solution->title }} Fee Structure is broken down as follows (excl. VAT):

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Investment Proposal

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Investment Proposal

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An authorized financial services provider (FSP {{ $proposal_contact->fsp_number }})

Contact Us