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- PCG1: Client Fact Finds (FF)
- PCG2: Risk Tolerance (RTQ)
- PCG3: NSR
- PCG4: Performance Reports
- PCG5: Multiple IHT Report
- PCG6: ISA & Fixed Deposits
- PCG7: GIA
- PCG8: Bonds
- PCG9: DC Pension Transfer
- PCG10: New Pension
- PCG11: WOL
- PCG12: CIC
- PCG13: Term Insurance
- PCG14: Endowment
- PCG15: Multiple Rec IVR
- PCG16: >£1m SIPP Boutique
- PCG17: EIS, SEIS
- PCG18: Structured Products (SP)
- PCG19: Annuity
- PCG20: Protection Other - Income
- PCG20: Protection Other - Private Medical
- PCG21: IHT on Wrap
- PCG22: Trust Investments
- PCG23: VCT
- PCG24: Business Relief (BR)
- PCG25: Pensions Advanced
- PCG26: DB Pensions
- PCG27: Business Protection
- PCG28: Private Banking
- PCG29: P2P & Debt
- PCG30: Equity Release to Trust (ERT)
- PCG31: Auto Enrolment (AE)
- PCG32: Mortgage Res New
- PCG33: Mortgage BTL
- PCG34: Res Equity Release (ER)
- PCG35: Mortgage Commercial
- PCG36: Ltd. Company Investments
- PCG37: UCIS, SITR, Unquoted Equity