DJ
David Jones
CUR-100245 · Age 61Platinum
Client identity
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Full name
Mr David Jones
Date of birth
12/08/1965 (61)
NI number
QQ123456C
Client ref
CUR-100245
Email
Mobile
Marital status
Occupation
Tax band
Annual income
Family network
People open their 360 view · entities open details
The Jones Family Group£4m managed
Entities
Family fee matrix
Ongoing advice and platform charges by member
£40,000
1.00% blended p.a.
| Member | Managed | Total fee | Rate |
|---|---|---|---|
 David Jones Father | £1.5m | £13,500 | 0.90% |
 Sarah Jones Mother | £1m | £10,000 | 1.00% |
 Jones HoldCo Ltd Family Investment Co. | £800k | £8,800 | 1.10% |
 Jones 2018 Discretionary Trust Discretionary Trust | £400k | £5,000 | 1.25% |
 Chris Jones Child | £150k | £1,350 | 0.90% |
Emma Jones Child | £150k | £1,350 | 0.90% |
| Household total | £4m | £40,000 | 1.00% |
External & unheld asset ledger
Held outside CURO · included in total family wealth
£2,170,000
3 assets
David's wrappers
2 plans · £1,500,000
CURO timeline emails
_regardingobjectid_value eq CUR-100245
SharePoint vault
Valuations, risk certificates and suitability reports