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Sarah Crowther
WO
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Whitlow Family
s7_ongoing_review
Compliance
4/9
Fact Find
20/100
Documents
7 on file
Meetings
today
Liabilities
No liabilities recorded yet.
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Mortgage
Personal loan
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Student loan
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Defaulted
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Outstanding balance (£)
Original amount borrowed (£)
Monthly payment (£)
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Capital & interest
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Interest rate (%)
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Tracker
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Fixed / discount rate end date
Original term (months)
Term remaining (months)
Commencement date
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DEV
surface: personas · signed in:
Sarah Crowther
[PRINCIPAL]
persona:
Adviser — Principal (Sarah Crowther)
Adviser (Michael Penberthy)
Paraplanner (Olivia Singh)
Compliance Supervisor (Emma Walsh)
MLRO (James Hartford)
Tenant Admin (Robert Linton)
Client — Bennett Family (richest)
Adviser — Principal (Sarah Chen)
Adviser (Mark Whittaker)
Paraplanner (Jess Tan)
MLRO (David Park)
Client — Hayes Family (richest)
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