Page 20 - 2020 PSK Portfolio - Client Name

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

<:for item in $client.liability.filter(‘owner=Joint’):>
<:if
str(item.valueOf('repayme
nt_type')) == '1':>
You’re paying principal
and interest.
<:end:>
<:if
str(item.valueOf('repayme
<:=item.type:> nt_type')) == ‘2’ or $<:=currency(item.amo
<:=item.package_ Joint
name:> str(item.valueOf('repayme unt.value,0):>
nt_type')) == ‘3’ or
str(item.valueOf('repayme
nt_type')) == ‘4':>
You’re paying interest
only.
<:end:>
The current interest rate
is <:=item.rate:> p.a.

<:end:>
<:end:>

$<:=currency($client.
Total liabilities total_liabilities.value,
0):>

<:end:>

Liabilities Owner Balance of loan
Nil - $0

<:if $partner:>
$<:=currency(sum([floa
tify(x.amount.value) for
x in $client.asset if
len(x.linked_portfolio_
accounts)==0])+($clien
Net wealth t.DoReport.ipsv.portfol
io_value('value',
portfolios='CX,PX,JX',
date='Today',
value_format='raw')/10
0)+sum([floatify(x.fund
_total_balance.value)
for x in $client.fund if