Where you want to produce an illustration, but do not yet have the beneficiary details.
The "Death Beneficiaries Required" box is ticked as default, but, you can untick this in order to get more quickly to the tax details screen and complete your illustration
This enables you to quickly get to step 7- "Status" where you complete all the employee/ source of wealth/ MPAA/Tax relief information in order to get your illustration
If you don't have the investor's bank account details at this point you will have to enter temporary data: 11-11-11 11111111 for example
You also need to tick various declarations, but this is okay as you are not going to submit the application- simply produce the illustration
Click Illustration and save locally, using Print / Save to PDF
Do not click "Create Account" until you have input all information- including death beneficiaries.
Save as an in-progress application using the tick in the top right of each screen.
You will then be able to return to it to complete when you have all the final information to hand
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