Fund Name - limited title

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, investment trusts etc.

Most discreionary fund managers refer to 'security' or 'holdings' - that is a better and broader term