Page 17 - 2020 PSK Portfolio - Client Name

<:end:>

$<:=currency(sum([
floatify(x.amount.v
alue) for x in
Total lifestyle assets $client.asset if
len(x.linked_portfol
io_accounts)==0]),
0):>
<:end:>

Financial assets Owner Value

Joint
<:end:>

<:end:>
<:end:>

Total Financial assets

<:let floatify=lambda val: float(filter(lambda x: x.isdigit() or x in '.-', str(val))):>

Super assets Owner Value

<:let client_super_total=0:>
<:let partner_super_total=0:>

<:if len($client.fund):>
<:for item in $client.fund:>
<:if len(item.linked_portfolio_accounts)==0:>

<:=item.fund_name:> <:=$client.first_name:> $<:=item.fund_total_balance:>

<:end:>
<:end:>

$<:=currency(sum([
floatify(x.fund_total
_balance.value) for
<:=$client.first_name:>’s total super assets x in $client.fund if
len(x.linked_portfol
io_accounts)==0]),0
):>

<:end:>

<:if len($partner.fund):>
<:if len(item.linked_portfolio_accounts)==0:>

<:for item in $partner.fund:>