| Scottish Widows Platform Field | ATEB Suitability Field | |
| Getting Started page | ||
| Title | Basic Client Details | Client 1 Full Name / Client 2 Full Name |
| First Name | Basic Client Details | Client 1 Full Name / Client 2 Full Name |
| Surname | Basic Client Details | Client 1 Full Name / Client 2 Full Name |
| Address Line 1 | Basic Client Details | Address Line 1 |
| Address Line 2 | Basic Client Details | Address Line 2 |
| Address Line 3 | Basic Client Details | Address Line 3 |
| Address Line 4 | Basic Client Details | Address Line 4 |
| Postcode | Basic Client Details | Postcode |
| Introduction to Advice page | ||
| Date of Birth | Current Personal and Financial Circumstances | Age (years) |
| Investment Plans page | ||
| Product (Wrapper) Type | Plan Builder | Product Type |
| Provider/Platform Name | Plan Builder | Provider/Platform Name |
| Plan Owner(s) | Plan Details | Plan Owner(s) |
| Policy Number | Existing Plan Details | Plan Number |
| Opening Date | Existing Plan Details | Date of Inception |
| Total Amount Invested | Existing Plan Details | Total Amount Invested (£) |
| Regular Investment | Existing Plan Details | Current Regular Investment Amount (£) |
| Regular Investment Frequency | Existing Plan Details | Current Regular Investment Frequency |
| Current Fund Value | Existing Plan Details | Current Fund Value (£) |
| Date of Current Fund Value | Existing Plan Details | Date of Current Fund Value |
| Retirement Plans page | ||
| Product (Wrapper) Type | Plan Builder | Product Type |
| Provider/Platform Name | Plan Builder | Provider/Platform Name |
| Plan Owner(s) | Plan Details | Plan Owner |
| Policy Number | Existing Plan Details | Plan Number |
| Opening Date | Existing Plan Details | Date of Inception |
| Total Amount Invested | Existing Plan Details | Total Contribution Amount to Date (£) |
| Regular Investment | Existing Plan Details | Current Regular Contributions (£) |
| Regular Investment Frequency | Existing Plan Details | Current Regular Contribution Frequency |
| Current Fund Value | Existing Plan Details | Current Fund Value (£) |
| Date of Current Fund Value | Existing Plan Details | Date of Current Fund Value |
| Investment Strategy Recommendation page | ||
| Fund Name | Investment Strategy Recommendation (Bespoke Funds table) | Fund/Portfolio Name |
| Holding Percentage | Investment Strategy Recommendation (Bespoke Funds table) | Percentage of Investment (%) |
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