Page 21 - 2020 PSK Portfolio - Client Name

len(x.linked_portfolio_
accounts)==0])+sum([fl
oatify(x.fund_total_bal
ance.value) for x in
$partner.fund if
len(x.linked_portfolio_
accounts)==0])+$client.
retirement_income.su
m('pension_balance').v
alue+$partner.retireme
nt_income.sum('pensio
n_balance').value-
$client.total_liabilities.
value,0):>
<:else:>
$<:=currency(sum([floa
tify(x.amount.value) for
x in $client.asset if
len(x.linked_portfolio_
accounts)==0])+($clien
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 $client.fund if
len(x.linked_portfolio_
accounts)==0])+$client.
retirement_income.su
m('pension_balance').v
alue-
$client.total_liabilities.
value,0):>
<:end:>

Estate Planning

Have you made any changes in your estate planning?  Yes  No
<:=$client.first_name:> <:=$partner.first_name:>