The value of investments can go down as well as up, and your clients could get back less than was paid in.


Charges Summary

To quickly see the charges that would apply to a new client's prospective products and investments, you can generate a Charges Summary using the short New Client / Charges Summary wizard. This is also available on the Client / Performance menu.

The Quote and Charges Summary charge are never the same. The Charges Summary charge is always lower than the Reduction in Yield shown in the Quote because the Quote takes into account additional factors such as growth rates, inflation and the effect of charges, including one-off initial charges.



Quote failure

Quote failure can happen because they “deplete to zero”. This happens when the sum of charges and withdrawals exceeds the projected growth rate for the funds selected. You can resolve this by choosing funds with higher growth rates (or lower charges) and/or reducing the withdrawal amounts.

Related help topics