Page 11 - 2020 PSK Portfolio - Client Name

Review of your details

This document details information about you we have on record.

Personal details

<:=$client.title:> <:=$partner.title:>
<:=$client.first_name:> <:=$partner.first_name:>
Name <:=$client.middle_name:> <:=$partner.middle_name:>

<:=$client.last_name:> <:=$partner.last_name:>
Date of birth <:=$client.dob:> <:=$partner.dob:>
Age <:=$client.age:> years <:=$partner.age:> years

Relationship <:=$client.marital_status:> <:=$partner.marital_status:>

<:for item in $client.address.filter('type=1'):>
Home address <:=item.street.text:>, <:=item.suburb:> <:=item.state:>
<:=item.postcode:>
<:end:>
Preferred phone <:=$client.preferred_phone:> <:=$partner.preferred_phone:>

Email <:=$client.preferred_email:> <:=$partner.preferred_email:>
Preferred contact Mail / Email Mail / Email
method

Tax resident of Resident Resident
Australia

Country of residence: Australia Australia

Dependants (if no dependant – delete table)

Full name Date of Age Financially dependant Relationship
birth to clients
<:=item.dep_name:> <:=item.d <:=item. <:if XX
ep_dob:> dep_ag str(item.valueOf('financ_ Son / Daughter
e:> yrs dep')) == '1':> Yes
<:else:> No <:end:>