Illustrations- how to produce and save - ahead of an account being opened

In order to produce an illustration you must firstly "Create Investor" in the Main Menu 

Click on 'New' to open the relevant Account /Wrapper:

Select the product type:

and click:

Follow the dynamic screen journey to add in your contributions, fees, investment strategy, natural income options and any other additional information if you are including transfers or regular DDs or Withdrawals.

You then get to a Summary Screen where you can view the part completed Application form and the Illustration,  and print to PDF and/or save to your local environment :

Once you finally SUBMIT the application, then the Platform will auto save your final Application and Illustration PDF to the Investor Document area of the Portal:

PLEASE NOTE: In order for the SIPP illustration to produce, the retirement age must be at least 10 years in the future. For example; if the investor is aged 75, the retirement age in step 7 of the application must be at least 85.

If you are new to Hubwise and would like some one to one training please contact us by raising a Freshdesk ticket and requesting this.  We will be happy to arrange a screen share call and show you around the Platform.