Financial Details
Financial details contain details regarding the client's income and banking details. Banking details will be used on applications and relevant related forms.
| Bank name | Choose the client's bank from the list of options provided. If the client's bank is not listed, please request for us to add it by submitting a support ticket. |
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| Account type | The client's bank account type. |
| Account number | The client's bank account number. |
| Branch | The name of the client's bank branch (not the the branch code). |
| Deduction day | The client's preferred debit order deduction day. |
| Risk profile | The client's investment risk profile. Can be used for segmentation and completing risk profile agreements. |
| Total annual income | The client's total gross annual income. Used for filling in forms and certain tax-calculations. |
| Annual employment income | The client's total gross income from employment. Their total annual income might include passive income such as rental income, whereas their employment income would not. |
| Annual commission income | The client's total gross annual income derived from commission or variable income. |
| Annual net income | The client's total net income from all sources, after tax and deductions. |