Page 36 - Renshaw, M&T - review report - Febr21
P. 36
Portfolio report for Mr. Matthew Renshaw
Payment details
Payment details
Instalment premium $886.64
Payment frequency Monthly
Payment method Bank direct debit
Next premium due 21 Feb 2021
Premium cease date 31 Oct 2029
Payment from Summit 0068231-D2-01
Insurance details
Income Insurance Plan for Matthew Renshaw
Sum insured $10,881.55 Monthly
Plan type Agreed Value
Occupation White collar - non sedentary
Smoker status Non-Smoker
Commencement date 21 Nov 2012
Expiry date 31 Oct 2029
Premium amount $838.33
Premium frequency Monthly
Stamp duty $41.92
CPI status Yes
Premium structure Stepped
Benefit period - Accident To age 65
Benefit period - Sickness To age 65
Waiting period 90 days
Increasing claim option No
Underwriting
Exclusions (May/may not apply to No exclusions
entire benefit)
Loadings No loadings
Direct debit details
Direct debit details
Account name MATTHEW RENSHAW
BSB number 889999
Account number 0068231
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February 4, 2021 Provided by PAUL ASPROS