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}}} |