Page 13 - 2020 PSK Portfolio - Client Name

Following our discussions since the above mentioned SoA, we understand your current
goals as follows:

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Cashflow

Cashflow
Have there been any changes in your cash flow?  Yes  No

<:let clientstotal=0:>
<:let partnerstotal=0:>
<:let jointstotal=0:>
<:if [item for item in $client.cashflow if item.type.value and item.type.value.startswith(‘i’)] or
[item for item in $partner.cashflow if item.type.value and item.type.value.startswith(‘i’)]:>

Income p.a. Owner Annual amount

<:for item in $client.cashflow.filter(‘owner=Client’):>
<:if item.type.value and item.type.value.startswith(‘i’):>

$<:=currency(item.a
<:=$client.first_nam
<:=item.type:> <:=item.desc:> nnual_amount.value
e:>
):>
<:end:>

<:end:>
<:if $partner:>

<:for item in $client.cashflow.filter(‘owner=Partner’):>
<:if item.type.value and item.type.value.startswith(‘i’):>

$<:=currency(item.a
<:=$partner.first_na
<:=item.type:> <:=item.desc:> nnual_amount.value
me:>
):>
<:end:>
<:end:>

<:for item in $client.cashflow.filter(‘owner=Joint’):>
<:if item.type.value and item.type.value.startswith(‘i’):>