A ‘Charges and Information Document’ is only produced for new business illustrations and for existing business quotes produced using the top-up route.
The two documents, ‘Personalised Key Features Illustration’ and ‘Charges and Information Document’ have different assumptions and calculation methods applying to them.
As such we have taken the decision under the new technology platform to have these as separate PDF documents rather than the previous position of including them both within the same PDF. They can both be found under the ‘Documents’ tab for the client. They are also both shown on the final webpage of the illustration process.
For financial advisers only