Excel Financial Model of Complex Savings Plan
$250-750 USD
Betalades vid leverans
In your response you must mention the name of the savings company clearly indicated in the attachments. This will indicate who has read the project and those who haven't. I will take seriously anyone who reads this and does this item. Everyone else unfortunately will be ignored. This is a detail orientated task, I need detail orientated people to complete it.
I have had a unit based savings plan for 5 years, the plan is a little complex and I don't believe it is actually performing well.
I want someone to develop an excel model based on the information I give you about my plan, the values I've invested monthly over the last 5 years and then to do look ahead based on the plan policy to understand the best point in time to "cash-out" with an acceptable amount of penalties.
Attached are the policy terms and brochure with all the relevant charges/penalties and unit based allocations.
Additionally, if someone could tell me the amount of charges I've paid to date, and will do so in the future that would also be good.
I expect the model to be interactive and not locked, I will want to review to see my likely outcome at various points of time with this 25 year policy assuming I don't change the monthly payments or fund allocations in the future.
For someone who understands finance and these types of models, I anticipate it should be about 2 days work, but I'll let you tell me the best approach. I expect it to be fully accurate based on the policy terms, and I will be able to validate the model myself.
Thank you.
Projekt-id: #21308632
About the project
46 frilansare har lagt bud på i genomsnitt $399 för det här jobbet
"CHECK MY SAMPLE WORK Hi. I have read your requirements mentioned in the project details. I would like you to see my sample work and check the quality that I can provide. I am an affiliate chartered accountant (CPA) w Mer
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Hello there, "Premier Advance UAE" a unit-linked insurance savings plan by Friend Provident International : I understand from the project description that you require an excel model that will help you manage and unde Mer
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Hello there, This is Mike Noel from the United Kingdom. It is my application for your project named Excel Financial Model of Complex Savings Plan. I am a professional and knowledgeable business plan writer with experi Mer
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