Page 16 - 2020 PSK Portfolio - Client Name

<:=$client.first_name:> <:=$partner.first_name:>
Income required now $ $

Income required in retirement $ $

Summary of your assets and liabilities

Have there been any changes in your assets and liabilities?  Yes  No

<:if len($client.asset):>

Lifestyle assets Owner Value
<:if len($client.asset.filter(‘owner=Client’)):>

<:for item in $client.asset.filter(‘owner=Client’):>
<:if len(item.linked_portfolio_accounts)==0:>

$<:=currency(item.a
<:=item.type:> <:=item.desc:> <:=$client.first_name:>
mount.value,0):>
<:end:>

<:end:>
<:end:>

<:if $partner:>
<:if len($client.asset.filter(‘owner=Partner’)):>

<:for item in $client.asset.filter(‘owner=Partner’):>
<:if len(item.linked_portfolio_accounts)==0:>

<:=$partner.first_name $<:=currency(item.a
<:=item.type:> <:=item.desc:>
:> mount.value,0):>
<:end:>

<:end:>
<:end:>

<:end:>
<:if len($client.asset.filter(‘owner=Joint’)):>

<:for item in $client.asset.filter(‘owner=Joint’):>
<:if len(item.linked_portfolio_accounts)==0:>

$<:=currency(item.a
<:=item.type:> <:=item.desc:> Joint
mount.value,0):>
<:end:>

<:end:>