| Information Category |
What details can be shared |
Import/Exports to |
| Group Members & Entities |
Client details (DOB, marital status, gender)
Dependants, Contact Details, Indicator of client as partner or owner, Address, Entity details (e.g Name, Type, ABN, etc) |
Exports to: Relevant Xplan field
Imports to: 'About you' in Fact Find and 'Team' in Client portal
|
| Employment Details |
Employment details (e.g job title, employer, employment status etc) |
Exports to: Relevant Xplan field
Imports to: 'Employment' in Fact Find
|
| Income & Expenses |
Expenses (type, frequency, amount) Income (type, frequency, amount) |
Exports to: Relevant Xplan field
Imports to: 'Income/Expenses' in Fact Find
|
| Retirement Income |
Annuities, Pension, Retirement Income (e.g type, frequency, amount) |
Exports to: Relevant Xplan field
Imports to: 'Retirement details>Pension/Annuity' in Fact Find
|
| Assets & Liabilities |
Lifestyle & Investment assets, Liabilities |
Exports to: Relevant Xplan field
Imports to: 'Assets/Liabilities' in Fact Find and 'Wealth' in Client portal (Wealth or Ultimate views only)
|
| Health & Lifestyle |
General Health status, private health cover |
Exports to: Relevant Xplan field
Imports to: 'Health & Lifestyle' in Fact Find
|
| Insurance |
General (e.g Building, contents etc) Medical, Life (e.g Life, TPD, Trauma etc) |
Exports to: Relevant Xplan field
Imports to: 'Insurance' in Fact Find and 'Protection' in Client portal
|
| Life Goals |
Goal information (e.g name of goal, target date, amount) |
Exports to: Relevant Xplan field
Imports to: 'Goals' in Fact Find and 'Life Goals' in Client Portal (Wealth or Ultimate views only)
|
| Estate Planning |
Wills, Power of Attorney |
Exports to: Relevant Xplan field
Imports to: 'Estate Planning' in Fact Find and 'Protection' in Client Potal (Ultimate view only)
|