Page 14 - 2020 PSK Portfolio - Client Name

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

<:end:>
<:end:>

$<:=currency($clie
Total annual income nt.total_income.val
ue):>

<:end:>

<:if [item for item in $client.cashflow if item.type.value and item.type.value.startswith(‘e’)]:>
Expenses p.a. Owner Annual amount

<:for item in $client.cashflow.filter(‘owner=Client’):>

<:if item.type.value and item.type.value.startswith(‘e’):>
$<:=currency(item.a
<:=$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(‘e’):>

$<:=currency(item.a
<:=$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(‘e’):>

$<:=currency(item.a
<:=item.type:> <:=item.desc:> Joint nnual_amount.value
):>

<:end:>
<:end:>

<:end:>