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UK: Essentials Knowledge Base
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- Essentials Knowledge Base
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- Enhanced fact find: Affordability
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Enhanced fact find: Affordability
17-06-2025 04:46 PM - edited 17-06-2025 05:34 PM
Labels:
Affordability
This screen captures high level details of a client’s available income (outside the income / expenses screens).
| Field label | Field ID (e.g. Xmerge syntax) |
|
Upfront amount |
available_for_investment |
|
Monthly amount |
available_for_regular_investment |
|
Length of monthly investment |
period_of_investment |
|
Source of funds |
source_of_funds |
|
Notes |
notes1 |
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