Excel Financial Model of Complex Savings Plan

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.

Taidot: Excel, Rahoitus, Sijoitusanalyysi, Liiketoiminta-analyysi, Sijoitustutkimus

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Tietoa työnantajasta:
( 0 arvostelua ) Tunbridge Wells, Saudi Arabia

Projektin tunnus: #21308632

49 freelanceria on tarjonnut keskimäärin 400$ tähän työhön


Dear Employer, Please message me and explain me about your requirement of creating the Excel Financial Model. I am an expert with over 12 years of experience and will do a perfect job asap. Please do check my previous Lisää

$500 USD 7 päivässä
(177 arvostelua)

Friends Providen International. Hello, my name is Cristian, i am Excel/VBA expert. I am in the top 5 of freelancers in this area and i have more than 240 projects successfully completed here. i work alone, i do not h Lisää

$600 USD 7 päivässä
(227 arvostelua)

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$400 USD 3 päivässä
(251 arvostelua)

Greetings! I am a Chartered Accountant with 15+ years' experience in financial modeling on Excel. I am keen to help you with the calculations. Look forward to hear from you. Thanks, RRC

$600 USD 5 päivässä
(100 arvostelua)

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$375 USD 3 päivässä
(158 arvostelua)

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$300 USD 3 päivässä
(83 arvostelua)

I can build the financial model for your unit based saving plan with Friends Provident International. It will be completely dynamic and as per discussed assumptions and information provided in policy document, lets dis Lisää

$300 USD 3 päivässä
(33 arvostelua)

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 Lisää

$450 USD 7 päivässä
(30 arvostelua)

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$500 USD 5 päivässä
(7 arvostelua)

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(22 arvostelua)

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(6 arvostelua)

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(9 arvostelua)

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$300 USD 2 päivässä
(32 arvostelua)

Friend Provident International I am a professional with more than 16 years' experience in retail banking. I used to commersialise these kind of savings plans in the past and I perfectly know the pros and cons of the p Lisää

$400 USD 5 päivässä
(3 arvostelua)

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$299 USD 5 päivässä
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