Page 22 - 2020 PSK Portfolio - Client Name

Do you have a valid Will? <:if <:if
$client.valueOf('will_exists'):> $partner.valueOf('will_exists'):
Yes >
<:end:> Yes
<:if <:end:>
not.$client.valueOf('will_exists' <:if
):> not.$partner.valueOf('will_exist
No s'):>
<:end:> No
Date last reviewed: <:end:>
<:=$client.date_of_will:> Date last reviewed:
<:=$partner.date_of_will:>
Have your circumstances  Yes  Yes
changed since it was last  No  No
reviewed?

Power of attorney <:for item in $client.attorney:> <:for item in
<:if str(item.valueOf('type')) == $partner.attorney:>
'Normal':> <:if str(item.valueOf('type')) ==
Yes - General 'Normal':>
<:end:> Yes - General
<:end:> <:end:>
<:for item in $client.attorney:> <:end:>
<:if str(item.valueOf('type')) == <:for item in
'Enduring':> $partner.attorney:>
Yes - Enduring <:if str(item.valueOf('type')) ==
<:end:> 'Enduring':>
<:end:> Yes - Enduring
<:for item in $client.attorney:> <:end:>
<:if str(item.valueOf('type')) == <:end:>
‘Medical':> <:for item in
Yes - Medical $partner.attorney:>
<:end:> <:if str(item.valueOf('type')) ==
<:end:> ‘Medical':>
Yes - Medical
<:end:>
<:end:>

Superannuation beneficiary Yes – Lapsing / Non-Lapsing / Yes – Lapsing / Non-Lapsing /
nomination details Reversionary Reversionary
100% to Estate / 100% to 100% to Estate / 100% to
______ ______
No No
N/A N/A