changed description "This is an easy one... Plannr titles underlying holidings found within the 'Holdings' tab of Sub Account as 'Fund Name' - this title is a bit limited as not all clients hold just funds - what about direct UK equities, fixed-interest (incl. Gilts), ETFs, interest investment trusts etc. Most discreionary fund managers refer to 'security' or 'holdings' - that is a better and broader term "