1. DANA Screenshots V3 – 7 August 2013

3. Status : we need to discuss Business process some more Perhaps statuses are: -Locked -Unlocked Can then use lock symbol Being fussy can we not have the retirement need Always as the firt one and also have a couple Where only one need is selected

4. Suggestion we have an E icon which is for a fat find Exemption process. This will be a form that customer Signs to say they want to exempt themselves from the fact find process. Some clients in some markets will want this

5. make these section collapsible? Is so would collapse and show Following section headers -Your Personal Data (includes spouse and family in onse section -Your cashflow -Your capital -Your health

8. Slider Yes/ No With title “Important to you?

9. Remove tick and Solution bar from this

12. What you have Your Gap This should not be a pop up needs to be like Quote and proposal You have 2 children who you would like to support financially Through university in the UK In todday’s money we estimate you need S$200,000 to achieve that goal You have not made any provision for this need Your projected gap on is S$200,000 in today’s money Would like to allow advisors to access scripts to help them perform A needs analysis. This would be a link to resource centre documents. Need a very subtle approach could be just a hidden link on the word “need analysis” Button by save to View graph and view need report (1 page)

13. You plan to retire at age 65 and would like an income of S$5,000 per month in today’s terms. You need a retirement Fund of S$750,000 You have allocated S$150,000 to your retirement And are saving S$300 per month in CPF Your projected gap on retirement is S$300,000 Retirement

14. Copy this slide and add solution selection drop down with Two options -Education Investment Linked -University endowment plan User selects product and then the data is transferred to the quote module Charles – please provide names consistent with quote demo

15. This one should not Have tick and solutions As prioritise before doing needs analysis