New features on the Investment Proposal Tool
Based on feedback we received from advisers we've added some new features to the tool to help you create a comprehensive investment report for your clients.
These new features include:
- Regular premiums can now be added on the following products:
- Synergy PRSA
- Synergy Personal Pension
- Synergy Regular Invest
- Withdrawal options are now available on the Synergy Investment Bond (percentage or monetary amount)
- You can now add a monetary withdrawal amount to ARFs and the imputed distribution is not restricted to 10%
- Vested PRSAs has been added as a new product option with withdrawal options also included.
See a sample report of a Synergy PRSA invested in the Global Index Fund 60.
Get started on a new investment proposal for your client here.