Page 41 - 2020 PSK Portfolio - Client Name
P. 41
Portfolio report for Dr. Martyn Ives
AMP Flexible Lifetime - Protection - Income Protection
(GC0178992M)
Summary
General details
Owner name MARTYN THOMAS IVES
Date of birth 12 Mar 1964
Life insured name MARTYN THOMAS IVES
Date of birth 12 Mar 1964
Plan details
Plan started 29 Nov 2011
Expiry age 65
Type of cover Advanced
Type of premium Stepped
Plan instalment premium $765.19
Payment frequency Monthly
Premium paid to date 29 May 2020
Risk commission regime Upfront
Risk commission regime code 01
Contact details
Address DR M IVES
8 HOLMESDALE ST
MARRICKVILLE NSW 2204
Australia
Financial planner details
Financial planner name Mr Paul Aspropotamitis
Business telephone number 02 9324 8888
Payment details
Payment details
Basic premium $778.36
Plan fee $8.76
Premium discount $58.38
Stamp Duty $36.45
Total premium amount $765.19
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May 6, 2020 Provided by PAUL ASPROS
