Scottish Widows Platform - Suitability Report - Supported Fields

Modified on Wed, 25 Sep at 3:25 PM

 

Scottish Widows Platform FieldATEB Suitability Field
Getting Started page
TitleBasic Client DetailsClient 1 Full Name / Client 2 Full Name
First NameBasic Client DetailsClient 1 Full Name / Client 2 Full Name
SurnameBasic Client DetailsClient 1 Full Name / Client 2 Full Name
Address Line 1Basic Client DetailsAddress Line 1
Address Line 2Basic Client DetailsAddress Line 2
Address Line 3Basic Client DetailsAddress Line 3
Address Line 4Basic Client DetailsAddress Line 4
PostcodeBasic Client DetailsPostcode

Introduction to Advice page
Date of BirthCurrent Personal and Financial CircumstancesAge (years)

Investment Plans page
Product (Wrapper) TypePlan BuilderProduct Type
Provider/Platform NamePlan BuilderProvider/Platform Name
Plan Owner(s)Plan DetailsPlan Owner(s)
Policy NumberExisting Plan DetailsPlan Number 
Opening DateExisting Plan DetailsDate of Inception
Total Amount InvestedExisting Plan DetailsTotal Amount Invested (£)
Regular Investment Existing Plan DetailsCurrent Regular Investment Amount (£)
Regular Investment FrequencyExisting Plan DetailsCurrent Regular Investment Frequency
Current Fund ValueExisting Plan DetailsCurrent Fund Value (£)
Date of Current Fund ValueExisting Plan DetailsDate of Current Fund Value

Retirement Plans page
Product (Wrapper) TypePlan BuilderProduct Type
Provider/Platform NamePlan BuilderProvider/Platform Name
Plan Owner(s)Plan DetailsPlan Owner
Policy NumberExisting Plan DetailsPlan Number 
Opening DateExisting Plan DetailsDate of Inception
Total Amount InvestedExisting Plan DetailsTotal Contribution Amount to Date (£)
Regular Investment Existing Plan DetailsCurrent Regular Contributions (£)
Regular Investment FrequencyExisting Plan DetailsCurrent Regular Contribution Frequency
Current Fund ValueExisting Plan DetailsCurrent Fund Value (£)
Date of Current Fund ValueExisting Plan DetailsDate of Current Fund Value

Investment Strategy Recommendation page
Fund NameInvestment Strategy Recommendation (Bespoke Funds table)Fund/Portfolio Name
Holding PercentageInvestment Strategy Recommendation (Bespoke Funds table)Percentage of Investment (%)


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