The Copia Income Calculator is an illustrative tool designed to simply display the key details for a specific Select Decumulation range portfolio.
The Copia Income Calculator does not constitute advice from Copia, Novia or any other associated companies.
It is assumed that you have already reviewed your client’s overall financial situation and investment needs with them and have identified that the portfolios from the Select Decumulation range are a suitable investment.
There are a number of important issues that need to be considered when investing for retirement and the Copia Income Calculator may only provide information to help with some of these.
You need to confirm, by clicking ACCEPT below, you understand that:
Copia does not provide any advice and is not required to assess the suitability of the product for an individual client
The calculator displays the results for the selected portfolio risk level and investment term. It in no way implies that the selected input parameters are suitable for the client. It was designed to help the Adviser to select an appropriate portfolio from the Select Decumulation range.
The assessment is for Financial Adviser use only.
This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.
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