Generating your first Annual Review Letter

1. Go to the Annual Review Letter Service✉️
   1. it’s advised to follow the documentation to prepare your input documents (fact find, meeting note…) before the next step!
2. Upload the required documents by uploading a:
   1. Meeting note
   2. Fact find
   3. Cashflow Document
3. Wait for AdvisoryAI to generate your Annual Review Letter 🧠
4. Review the content, and amend it as you please. 🔎

What input documents are required?

The Annual Review Letter is generated using three key input documents: the Meeting Note, Fact Find, and the Cashflow Document. These documents collectively create a comprehensive report that includes the following sections:

Please see the ‘Structuring your Documents’ page for further details.

What sections does the Annual Review Letter cover?

1. Introduction

   Provides a personalised greeting with the date of your meeting note, your company name, and the advisors name.

2. Executive Summary

   An overview of the client's current financial status, including employment, marital status, and financial goals.

   Sections:

   • Objectives Summary
     • A table summarising key objectives.
   • Recommendations Summary
     • A table summarising key recommendations, including account owners, recommendations, amounts, and fund names.

3. Your Risk Investment Profile

   Details the client's investment knowledge, risk tolerance, and capacity for loss, along with their ethical investment preferences.

   Sections:

   • Investment Knowledge & Horizon
   • Risk Profile & Capacity for Loss
   • Client's Investment Preferences
   • Conclusion and Strategy Recommendation
     • Short-Term Strategy (Pre-Employment)
     • Medium to Long-Term Strategy (Post-Employment)

4. Summary of Client's Existing Financial Plans

   A comprehensive summary of the client's current financial plans, including investment accounts, pensions, and cash reserves.

   Sections:

   • Investment Accounts
     • Summary
   • Pensions
     • Summary
   • Cash Reserves
     • Summary
   • Other Relevant Financial Plans
     • Summary
   • Total Value
     • Summary
   • Summary Section

5. Objectives and Goals

   Outlines the client's primary financial objectives and goals, including pension consolidation, investment preferences, and retirement planning.

   Sections:

   • Summary of Financial Objectives
   • Detailed Objectives
   • Priority Objectives
   • Additional Goals Not Addressed
   • Needs Further Discussion