Editing Illustration Settings

The Illustration Settings screen allows you to apply various settings to the securities selected for an Illustration.  When you first enter this screen, it is filled in with the default values you set on the Advisor Preferences screen.

To reach this screen, click Edit beside an element on the Illustration screen.

General

• Period: Choose either
  • Since Inception , for the earliest available data, or
  • From/To a selected range of dates. Enter dates in DD-MM-YYYY format (e.g., 27-11-1999). Note: To ensure that the data will be up to date every time you generate this illustration, enter a date in the far future.
• Initial Amount: Select either a dollar amount or number of units/shares.
• Reinvest Income/Capital Gain: Select Yes if income and/or capital gains are to be re-invested, No otherwise. Note: Complete dividend information is not available for all equity securities.
• Sales Charges: Choose None, Schedule, or enter a percentage for Front or Back Loads.
• Income/Capital Gains Tax Rates: Enter the appropriate rates, if applicable.

Recurring

• Buy/Sell: Select either Buy, Sell or None (no recurring transaction)
• Buy/Sell Frequency: Select a period from 1-12 months, or Fiscal Year End.
• Amount: Enter the initial amount of the recurring transaction.
• Increase/Decrease by: Enter either a Dollar amount or a percentage by which you want to increase or decrease the transaction regularly. Use a minus sign to indicate a decrease (e.g., -1000).
• Increase/Decrease Frequency: Select a period from 1-12 months, or Fiscal Year End.

To apply these settings to all the securities in the current Illustration, click the Apply settings... box.

When you are finished editing the settings, click Update to save them and return to the Illustration screen.