PCG 4: Performance Reports

Performance Reports Description

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GENERAL CONTENT

V1536 Performance report for Mark & Jane Packer MI GA 

Date: November 2019

Length:55 mins

Performance report meeting for clients Mark & Jane Packer with CBAM pitch led by Mark with Greg in SA

V1427 Performance report on SIPP with DFM pitch David Goode 

Date: May 2019

Length: 1 hour

Perfpormance report with SIPP for David Goode with Mark and Claire Calder

V1583 Performance report for Wendy Appleby MI IW 

Date: August 2019

Length: 1 hour 38 mins

Comprehensive performance reoprt for a bespoke SIPP with structured products etc for Wendy Appleby with Mark and Ian Weavind

V1656 Performance report sim 3 IW RA 

Date: March 2020

Length: 54 mins

Performnace report simulation number 2 for Ian Weavind with Rob Agnew

V1652 Client performance report mtg with cash flow analysis

Date: January 2019

Length: 1 hour 15 mins

Performance review with Jane and Mark Packer by Mark and Greg includes cash flow analysis 

V1661  Client performance report mtg with Bob Hathaway

Date: August 2019

Length: 1 hour 30 mins

Performance review for Bob Hathaway with pension & ISA and using RPI measure. Includes DFM and AWP pitchg.

SPECIALIST CONTENT