This is a guide for common Data Component Fields and Tags that can be generated in both the Advice Wizard and CRM.
- Common Cover Page Coding
- Adviser Information
- Client - Individual
- Client - Spouse
- Client - Company
- Client - Trust
- Client - SMSF
- Conditional Coding
Common Cover Page Coding
Today’s Date |
{General.TodaysDateWithFullMonth} |
Dear Client/Client & Partner |
Dear {DCT{IF{SOA_INDIVIDUAL}}}{Individual.FirstName}{DCT{ELSE{SOA_INDIVIDUAL}}}{Individual.FirstName} and {Spouse.FirstName}{DCT{ENDIF{SOA_INDIVIDUAL}}}
|
Client/Client & Partner Mailing Address |
{DCT{IF{SOA_INDIVIDUAL}}}{Individual.FullName}{DCT{ELSE{SOA_INDIVIDUAL}}}{DCT{IF{Entity_LastName_EqualsToSpouse_LastName}}}{Individual.FirstName} & {Spouse.FirstName} {Individual.LastName}{DCT{ELSE{Entity_LastName_EqualsToSpouse_LastName}}}{Individual.FullName} & {Spouse.FullName}{DCT{ENDIF{Entity_LastName_EqualsToSpouse_LastName}}}{DCT{ENDIF{SOA_INDIVIDUAL}}} |
Practice Logo |
{Practice.PracticeLogo} |
Today’s Date |
{General.TodaysDateWithFullMonth} |
FDS Date Range |
{General.FDSDateRange} |
Dear Client/Client & Partner |
Dear {DCT{IF{SOA_INDIVIDUAL}}}{Individual.FirstName}{DCT{ELSE{SOA_INDIVIDUAL}}}{Individual.FirstName} and {Spouse.FirstName}{DCT{ENDIF{SOA_INDIVIDUAL}}}
|
Client/Client & Partner Mailing Address |
{DCT{IF{SOA_INDIVIDUAL}}}{Individual.FullName}{DCT{ELSE{SOA_INDIVIDUAL}}}{DCT{IF{Entity_LastName_EqualsToSpouse_LastName}}}{Individual.FirstName} & {Spouse.FirstName} {Individual.LastName}{DCT{ELSE{Entity_LastName_EqualsToSpouse_LastName}}}{Individual.FullName} & {Spouse.FullName}{DCT{ENDIF{Entity_LastName_EqualsToSpouse_LastName}}}{DCT{ENDIF{SOA_INDIVIDUAL}}} |
Practice Logo |
{Practice.PracticeLogo} |
Coding to update to show:
|
{DCT{IF{SOA_INDIVIDUAL}}}{Individual.FullName}{DCT{ENDIF{SOA_INDIVIDUAL}}}{DCT{IF{Entity_IsCouple}}}{DCT{IF{Entity_LastName_EqualsToSpouse_LastName}}}{Individual.FirstName} & {Spouse.FirstName} {Individual.LastName}{DCT{ELSE{Entity_LastName_EqualsToSpouse_LastName}}} {Individual.FullName} & {Spouse.FullName}{DCT{ENDIF{Entity_LastName_EqualsToSpouse_LastName}}}{DCT{ENDIF{Entity_IsCouple}}}{DCT{IF{SOA_SMSF}}}{SMSF.SMSFName}{DCT{ENDIF{SOA_SMSF}}}{DCT{IF{SOA_TRUST}}} {Trust.Name}{DCT{ENDIF{SOA_TRUST}}} |
|
{Adviser.AdviserName}
Authorised Representative No. {Adviser.AuthorizedRepNumber}
{Practice.PracticeName} Corporate Authorised Representative No. {Adviser.CorporateAuthorizeRepNum}
{Practice.PracticeLogo}
Authorised Representative of: {Dealer.DealerGroupName} ABN {Dealer.ABN} Australian Financial Services Licence No. {Dealer.LicenceNumber} |
Adviser Information
ABN | {Adviser.ABN} |
Adviser address salution | {Adviser.AdviserAddressSalution} |
Adviser company | {Adviser.AdviserCompany} |
Adviser country | {Adviser.AdviserCountry} |
Adviser email | {Adviser.AdvisereMail} |
Adviser email signature | {Adviser.AdviserEmailSignature} |
Adviser fax | {Adviser.AdviserFax} |
Adviser name | {Adviser.AdviserName} |
Adviser phone | {Adviser.AdviserPhone} |
Adviser postal code | {Adviser.AdviserPostalCode} |
Adviser qualification | {Adviser.AdviserQualification} |
Adviser signature | {Adviser.AdviserSignature} |
Adviser state | {Adviser.AdviserState} |
Adviser street | {Adviser.AdviserStreet} |
Adviser suburb | {Adviser.AdviserSuburb} |
Authorized representative | {Adviser.AuthorizedRepNumber} |
Corp. authorized representative number | {Adviser.CorporateAuthorizeRepNum} |
Has calendar integration | {Adviser.HasCalendarIntegration} |
Mailing address salution | {Adviser.AdviserMailingAddressSalution} |
Mailing country | {Adviser.AdviserMailingCountry} |
Mailing postalcode | {Adviser.AdviserMailingPostalCode} |
Mailing state | {Adviser.AdviserMailingState} |
Mailing street | {Adviser.AdviserMailingStreet} |
Mailing suburb | {Adviser.AdviserMailingSuburb} |
Phone(mobile) | {Adviser.AdviserMobile} |
Rate per hour | {Adviser.HourlyRate} |
Title | {Adviser.Title} |
User reference number | {Adviser.UserReferenceNumber} |
Client - Individual
Adviser name | {Individual.AdviserName} |
Age to retire | {Individual.AgeToRetire} |
Alternate email | {Individual.AlternateEmail} |
Australian resident | {Individual.AustralianResidance} |
Centrelink reference number | {Individual.CentrelinkReferenceNumber} |
Client age | {Individual.ClientAge} |
Country of birth | {Individual.CountryOfBirth} |
Customer number | {Individual.CustomerNumber} |
Date of birth | {Individual.DateOfBirth} |
Entity group name | {Individual.EntityGroupName} |
Fact find date | {Individual.FactFindDate} |
First name | {Individual.FirstName} |
FSG Part 1 (Licensee) | {Individual.FSGPart1Licensee} |
FSG Part 1 provided date | {Individual.FSGPart1ProvidedDate} |
FSG Part 2 (Representative) | {Individual.FSGPart2Representative} |
FSG Part 2 provided date | {Individual.FSGPart2ProvidedDate} |
Full name | {Individual.FullName} |
Gender | {Individual.Gender} |
Health | {Individual.Health} |
Height (cm) | {Individual.Height} |
Home address | {Individual.HomeAddress} |
Home address salutation | {Individual.HomeAddressSalutation} |
Home country | {Individual.HomeCountry} |
Home fax | {Individual.HomeFax} |
Home phone | {Individual.HomePhone} |
Home postal code | {Individual.HomePostalCode} |
Home state | {Individual.HomeState} |
Home suburb | {Individual.HomeSuburb} |
Last appointment date | {Individual.LastAppointmentDate} |
Last name | {Individual.LastName} |
Licence number | {Individual.LicenceNumber} |
Mailing address | {Individual.MailingAddress} |
Mailing address salutation | {Individual.MailingAddressSalutation} |
Mailing country | {Individual.MailingCountry} |
Mailing postal code | {Individual.MailingPostalCode} |
Mailing state | {Individual.MailingState} |
Mailing suburb | {Individual.MailingSuburb} |
Marital status | {Individual.MaritalStatus} |
Marketing class | {Individual.MarketingClass} |
Marketing review frequency | {Individual.MarketingReviewFrequency} |
Marketing status | {Individual.MarketingStatus} |
Medical history | {Individual.MedicalHistory} |
Middle name(s) | {Individual.MiddleName} |
Mobile | {Individual.Mobile} |
Monthly newsletter | {Individual.MonthlyNewsletter} |
Nationality | {Individual.Nationality} |
Next appointment date | {Individual.NextAppointmentDate} |
Next FDS date | {Individual.NextFDSDate} |
Next Opt-In date | {Individual.NextOptInDate} |
Next review date | {Individual.NextReviewDate} |
Non-Super risk profile | {Individual.NonSuperRiskProfile} |
Note | {Individual.Description} |
Occupation | {Individual.Occupation} |
Preferred contact | {Individual.PreferredContact} |
Preferred name | {Individual.PreferredName} |
Preservation age | {Individual.PreservationAge} |
Primary email | {Individual.PrimaryEmail} |
Privacy Policy | {Individual.PrivacyPolicy} |
Privacy Policy provided date | {Individual.PrivacyPolicyProvidedDate} |
Private health insurance | {Individual.PrivateHealthInsurance} |
Qualification details | {Individual.QualificationDetails} |
Referral source | {Individual.ReferralSource} |
Risk profile | {Individual.RiskProfile} |
Risk profile description | {Individual.RiskProfileDescription} |
Risk Profile overridden comments | {Individual.RiskprofileOverridedComments} |
Smoker | {Individual.Smoker} |
Super/Pension risk profile | {Individual.SuperRiskProfile} |
Tax status | {Individual.TaxStatus} |
TFN | {Individual.TFN} |
Title | {Individual.Title} |
Website | {Individual.WebSite} |
Weight (kg) | {Individual.Weight} |
Work fax | {Individual.WorkFax} |
Work phone | {Individual.WorkPhone} |
Client - Spouse
Age to retire | {Spouse.AgeToRetire} |
Alternate email | {Spouse.AlternateEmail} |
Australian resident | {Spouse.AustralianResidance} |
Centrelink reference number | {Spouse.CentrelinkReferenceNumber} |
Client age | {Spouse.ClientAge} |
Country of birth | {Spouse.CountryOfBirth} |
Customer number | {Spouse.CustomerNumber} |
Date of birth | {Spouse.DateOfBirth} |
Fact find date | {Spouse.FactFindDate} |
First name | {Spouse.FirstName} |
FSG Part 1 (Licensee) | {Spouse.FSGPart1Licensee} |
FSG Part 1 provided date | {Spouse.FSGPart1ProvidedDate} |
FSG Part 2 (Representative) | {Spouse.FSGPart2Representative} |
FSG Part 2 provided date | {Spouse.FSGPart2ProvidedDate} |
Full name | {Spouse.FullName} |
Gender | {Spouse.Gender} |
Health Info | {Spouse.Health} |
Height (cm) | {Spouse.Height} |
Home address | {Spouse.HomeAddress} |
Home address salutation | {Spouse.HomeAddressSalutation} |
Home country | {Spouse.HomeCountry} |
Home fax | {Spouse.HomeFax} |
Home phone | {Spouse.HomePhone} |
Home postal Code | {Spouse.HomePostalCode} |
Home state | {Spouse.HomeState} |
Home suburb | {Spouse.HomeSuburb} |
Last appointment date | {Spouse.LastAppointmentDate} |
Last name | {Spouse.LastName} |
Licence number | {Spouse.LicenceNumber} |
Mailing address | {Spouse.MailingAddress} |
Mailing address salutation | {Spouse.MailingAddressSalutation} |
Mailing country | {Spouse.MailingCountry} |
Mailing postal code | {Spouse.MailingPostalCode} |
Mailing state | {Spouse.MailingState} |
Mailing suburb | {Spouse.MailingSuburb} |
Marital status | {Spouse.MaritalStatus} |
Marketing class | {Spouse.MarketingClass} |
Marketing review frequency | {Spouse.MarketingReviewFrequency} |
Marketing status | {Spouse.MarketingStatus} |
Medical history | {Spouse.MedicalHistory} |
Middle name(s) | {Spouse.MiddleName} |
Mobile | {Spouse.Mobile} |
Monthly newsletter | {Spouse.MonthlyNewsletter} |
Nationality | {Spouse.Nationality} |
Next FDS date | {Spouse.NextFDSDate} |
Next Opt-In date | {Spouse.NextOptInDate} |
Next review date | {Spouse.NextReviewDate} |
Non-Super risk profile | {Spouse.NonSuperRiskProfile} |
Note | {Spouse.Description} |
Occupation | {Spouse.Occupation} |
Preferred contact | {Spouse.PreferredContact} |
Preferred name | {Spouse.PreferredName} |
Preservation age | {Spouse.PreservationAge} |
Primary email | {Spouse.PrimaryEmail} |
Privacy Policy | {Spouse.PrivacyPolicy} |
Privacy Policy provided date | {Spouse.PrivacyPolicyProvidedDate} |
Private health Insurance | {Spouse.PrivateHealthInsurance} |
Qualification details | {Spouse.QualificationDetails} |
Referral source | {Spouse.ReferralSource} |
Risk profile | {Spouse.RiskProfile} |
Risk profile description | {Spouse.RiskProfileDescription} |
Risk Profile overridden comments | {Spouse.RiskprofileOverridedComments} |
Smoker | {Spouse.Smoker} |
Super/Pension risk profile | {Spouse.SuperRiskProfile} |
Tax status | {Spouse.TaxStatus} |
TFN | {Spouse.TFN} |
Title | {Spouse.Title} |
Website | {Spouse.WebSite} |
Weight (kg) | {Spouse.Weight} |
Work fax | {Spouse.WorkFax} |
Work phone | {Spouse.WorkPhone} |
Client - Company
ABN | {Company.ABN} |
ACN | {Company.ACN} |
Adviser name | {Company.AdviserName} |
Alternate email | {Company.AlternateEmail} |
Business address | {Company.BussinessAddress} |
Business address salutation | {Company.BusinessAddressSalutation} |
Business country | {Company.BusinessCountry} |
Business entity | {Company.BusinessEntity} |
Business postal code | {Company.BusinessPostalCode} |
Business state | {Company.BusinessState} |
Business suburb | {Company.BusinessSuburb} |
Company name | {Company.CompanyName} |
Company purpose | {Company.CompanyPurpose} |
Company type | {Company.CompanyType} |
Customer number | {Company.CustomerNumber} |
Date established | {Company.DateEstablished} |
Description of activities | {Company.ActivityDescription} |
Entity group name | {Company.EntityGroupName} |
Estimated net value | {Company.EstimatedNetValue} |
Fact find date | {Company.FactFindDate} |
Fixed business expenses | {Company.FixedBusinessExpenses} |
FSG Part 1 (Licensee) | {Company.FSGPart1Licensee} |
FSG Part 1 provided date | {Company.FSGPart1ProvidedDate} |
FSG Part 2 (Representative) | {Company.FSGPart2Representative} |
FSG Part 2 provided date | {Company.FSGPart2ProvidedDate} |
Gross sales turnover | {Company.GrossSalesTurnOver} |
Home fax | {Company.HomeFax} |
Home phone | {Company.HomePhone} |
Last appointment date | {Company.LastAppointmentDate} |
Mailing address | {Company.MailingAddress} |
Mailing address salutation | {Company.MailingAddressSalutation} |
Mailing country | {Company.MailingCountry} |
Mailing postal code | {Company.MailingPostalCode} |
Mailing state | {Company.MailingState} |
Mailing suburb | {Company.MailingSuburb} |
Marketing class | {Company.MarketingClass} |
Marketing review frequency | {Company.MarketingReviewFrequency} |
Marketing status | {Company.MarketingStatus} |
Mobile | {Company.Mobile} |
Monthly newsletter | {Company.MonthlyNewsletter} |
Nature | {Company.Nature} |
Next appointment date | {Company.NextAppointmentDate} |
Next review date | {Company.NextReviewDate} |
No.of employees | {Company.NoOfEmployees} |
Non-Super risk profile | {Company.NonSuperRiskProfile} |
Note | {Company.Description} |
Payroll pa | {Company.PayrollPA} |
Preferred contact | {Company.PreferredContact} |
Primary email | {Company.PrimaryEmail} |
Principal contact | {Company.PrincipalContact} |
Privacy Policy | {Company.PrivacyPolicy} |
Privacy Policy provided date | {Company.PrivacyPolicyProvidedDate} |
Referral source | {Company.ReferralSource} |
Registration | {Company.Registration} |
Risk profile | {Company.RiskProfile} |
Risk profile description | {Company.RiskProfileDescription} |
Super/Pension risk profile | {Company.SuperRiskProfile} |
TFN | {Company.TFN} |
Trading name | {Company.TradingName} |
Website | {Company.WebSite} |
Work fax | {Company.WorkFax} |
Work phone | {Company.WorkPhone} |
Client - Trust
ABN | {Trust.ABN} |
Adviser name | {Trust.AdviserName} |
Alternate email | {Trust.AlternateEmail} |
Business address | {Trust.BussinessAddress} |
Business address salutation | {Trust.BusinessAddressSalutation} |
Business country | {Trust.BusinessCountry} |
Business postal code | {Trust.BusinessPostalCode} |
Business state | {Trust.BusinessState} |
Business suburb | {Trust.BusinessSuburb} |
Customer number | {Trust.CustomerNumber} |
Date of Deed | {Trust.DateOfDeed} |
Deed last updated | {Trust.DeedLastUpdated} |
Entity group name | {Trust.EntityGroupName} |
Fact find date | {Trust.FactFindDate} |
FSG Part 1 (Licensee) | {Trust.FSGPart1Licensee} |
FSG Part 1 provided date | {Trust.FSGPart1ProvidedDate} |
FSG Part 2 (Representative) | {Trust.FSGPart2Representative} |
FSG Part 2 provided date | {Trust.FSGPart2ProvidedDate} |
Home fax | {Trust.HomeFax} |
Home phone | {Trust.HomePhone} |
Last appointment date | {Trust.LastAppointmentDate} |
Mailing address | {Trust.MailingAddress} |
Mailing address salutation | {Trust.MailingAddressSalutation} |
Mailing country | {Trust.MailingCountry} |
Mailing postal code | {Trust.MailingPostalCode} |
Mailing state | {Trust.MailingState} |
Mailing suburb | {Trust.MailingSuburb} |
Marketing class | {Trust.MarketingClass} |
Marketing review frequency | {Trust.MarketingReviewFrequency} |
Marketing status | {Trust.MarketingStatus} |
Mobile | {Trust.Mobile} |
Monthly newsletter | {Trust.MonthlyNewsletter} |
Name | {Trust.Name} |
Next appointment date | {Trust.NextAppointmentDate} |
Next review date | {Trust.NextReviewDate} |
Non-Super risk profile | {Trust.NonSuperRiskProfile} |
Note | {Trust.Description} |
Preferred contact | {Trust.PreferredContact} |
primary contact | {Trust.primaryContact} |
Primary email | {Trust.PrimaryEmail} |
Privacy Policy | {Trust.PrivacyPolicy} |
Privacy Policy provided date | {Trust.PrivacyPolicyProvidedDate} |
Referral source | {Trust.ReferralSource} |
Risk profile | {Trust.RiskProfile} |
Risk profile description | {Trust.RiskProfileDescription} |
Super/Pension risk profile | {Trust.SuperRiskProfile} |
TFN | {Trust.TFN} |
Trust purpose | {Trust.TrustPurpose} |
Trust type | {Trust.TrustType} |
Website | {Trust.WebSite} |
Work fax | {Trust.WorkFax} |
Work phone | {Trust.WorkPhone} |
Client - SMSF
ABN | {SMSF.ABN} |
Adviser name | {SMSF.AdviserName} |
Alternate email | {SMSF.AlternateEmail} |
Business address | {SMSF.BussinessAddress} |
Business address salutation | {SMSF.BusinessAddressSalutation} |
Business country | {SMSF.BusinessCountry} |
Business postal code | {SMSF.BusinessPostalCode} |
Business state | {SMSF.BusinessState} |
Business suburb | {SMSF.BusinessSuburb} |
Customer number | {SMSF.CustomerNumber} |
Entity group name | {SMSF.EntityGroupName} |
Fact find date | {SMSF.FactFindDate} |
FSG Part 1 (Licensee) | {SMSF.FSGPart1Licensee} |
FSG Part 1 provided date | {SMSF.FSGPart1ProvidedDate} |
FSG Part 2 (Representative) | {SMSF.FSGPart2Representative} |
FSG Part 2 provided date | {SMSF.FSGPart2ProvidedDate} |
Fund established date | {SMSF.FundEstablishedDate} |
Fund type | {SMSF.FundType} |
Home fax | {SMSF.HomeFax} |
Home phone | {SMSF.HomePhone} |
Investment phase | {SMSF.InvestmentPhase} |
Last appointment date | {SMSF.LastAppointmentDate} |
Mailing address | {SMSF.MailingAddress} |
Mailing address salutation | {SMSF.MailingAddressSalutation} |
Mailing country | {SMSF.MailingCountry} |
Mailing postal code | {SMSF.MailingPostalCode} |
Mailing state | {SMSF.MailingState} |
Mailing suburb | {SMSF.MailingSuburb} |
Marketing class | {SMSF.MarketingClass} |
Marketing review frequency | {SMSF.MarketingReviewFrequency} |
Marketing status | {SMSF.MarketingStatus} |
Mobile | {SMSF.Mobile} |
Monthly newsletter | {SMSF.MonthlyNewsletter} |
Next appointment date | {SMSF.NextAppointmentDate} |
Next review date | {SMSF.NextReviewDate} |
Non-Super risk profile | {SMSF.NonSuperRiskProfile} |
Note | {SMSF.Description} |
Preferred contact | {SMSF.PreferredContact} |
Primary contact | {SMSF.PrimaryContact} |
Primary email | {SMSF.PrimaryEmail} |
Privacy Policy | {SMSF.PrivacyPolicy} |
Privacy Policy provided date | {SMSF.PrivacyPolicyProvidedDate} |
Referral source | {SMSF.ReferralSource} |
Risk profile | {SMSF.RiskProfile} |
Risk profile description | {SMSF.RiskProfileDescription} |
Segmentation of assets | {SMSF.AssetsSegmentation} |
SMSF name | {SMSF.SMSFName} |
Super/Pension risk profile | {SMSF.SuperRiskProfile} |
TFN | {SMSF.TFN} |
Trust deed last updated date | {SMSF.TrustDeedLastUpdated} |
Trustee | {SMSF.TrusteeType} |
Website | {SMSF.WebSite} |
Work fax | {SMSF.WorkFax} |
Work phone | {SMSF.WorkPhone} |
Conditional Coding
If client is single, give me XX If client has partner, give me XX – delete relevant sections to replace with content | {DCT{IF{SOA_INDIVIDUAL}}} XX {DCT{ELSE{SOA_INDIVIDUAL}}} XX {DCT{ENDIF{SOA_INDIVIDUAL}}} |