Small Investments Data Based Application Example

   
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Mail Merge Letter (format: word 7 document)
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Name of Investor [Filter]
Address [Filter]
Post Code [Filter]
Tax Ref. [Filter]
IFA Platform [Filter]
Application [Filter]
Amount [Filter]
[Condition]
[Condition]
[Condition]
[Condition]
[Condition]
v
[Condition]
[Condition]
The Invest LtdBernard Close
The Street
Glasgow
AA1 2AB12345For your financing Solutions18/09/2011 30.75
Mr DireyNew House
Well Being Street
London
XY9 9ZA89234Plan your retirement19/09/2011 437.00
      £467.75
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