Page 18 - 2020 PSK Portfolio - Client Name

<:=$partner.first_na $<:=item.fund_total_
<:=item.fund_name:>
me:> balance:>

<:end:>
<:end:>

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

<:end:>
Pension assets Owner Value

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

<:for item in $client.retirement_income:>
$<:=currency(float(it
<:=item.provider_name:> <:=$client.first_name:> em.pension_balanc
e),0):>

<:end:>
$<:=currency($clien
t.retirement_incom
<:=$client.first_name:>’s total pension assets
e.sum('pension_bal
ance').value,0):>

<:end:>

<:if len($partner.retirement_income):>
<:for item in $partner.retirement_income:>

$<:=currency(float(it
<:=item.provider_name:> <:=$partner.first_name:> em.pension_balanc
e),0):>

<:end:>

$<:=currency($part
ner.retirement_inc
<:=$partner.first_name:>’s total pension assets ome.sum('pension
_balance').value,0):
>

<:end:>

<:if len($client.liability):>
Liabilities Owner Balance of loan

<:if len($client.liability.filter(‘owner=Client’)):>