Section Name is the name of this section.  There can be more than one section for each portfolio review.

Investment Template is the template type that you will be using for this section.  The investment template is used to compare the actual portfolio investments to the recommended investments.

Research Template is the template type that you will be using for this section.  The research template is used to compare the actual percentage value in each type of investment to the recommended percentage value.  

Cash Adjustment is the amount that this portfolio is to be adjusted by.  This field can be left empty.

Below the entry fields, this screen shows a written reminder of this party’s investment portfolio objectives and profile.

Once you have entered this information, click the Next button at the bottom of the screen to continue.  To exit this screen, without saving the information, click the Cancel button at the bottom of the screen.