Talbot and Muir > Tools > Illustration request

Illustration request

Complete all required inputs and our team of specialists will create a personal illustration for your client and email it directly to your inbox.

Client Details

Title

First Name

Last Name

Gender

Date of Birth

Existing Plan holder

Introducer Details

Company Name

Adviser Name

Email Address (required for return of illustration)

Telephone Number

Annual fees

Administration level

Transfer Details

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Transfer 1

Transfer Value - £

Transfer Type

Uncrystallised or Crystallised

Current HMRC Maximum

Date of last review

Income taken in current year

Required income

Contributions

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Contribution 1

Amount

Payment Frequency

Gross or Net

Source

Investment Choice

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Investment Choice 1

Investment Vehicle/Type

AMC/other product charge

Projected Mid Growth Rate (Max 5%)

Percentage of fund allocated to this investment

Benefits

Immediate retirement?

Retirement Age

Benefit options

PCLS requirement

Income level required

Amount to crystallise

Adviser Fees

Initial Adviser Fee

Ongoing Adviser Fee

Other Information

Additional requirements