AB Proposals Admin

Total Proposals

0

all statuses

Viewed or Accepted

0

client engagement

Pending Review

0

drafts and sent

Last Activity

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no recent data

Active Proposals

Code	Client	Date	Persons	Status	Actions

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1

Client Details

Code, date, label, validity

Client Code

4 chars, auto-uppercased

Proposal Date

Client Label

Validity

2

Family Composition

Main applicant, spouse, dependants

Main Applicant

1 (always included)

Spouse

Included

Adult Deps (standard)

0

Adult Deps (disability)

0

Minor Deps

0

Total persons: 2 (Main Applicant, Spouse)

3

Professional Fees

Options A, B, C with breakdowns

Option A (3 payments)

€

3 x €4,500

Option B (2 payments)

€

2 x €6,000 (save 11%)

Option C (1 payment)

€

1 x €10,000 (save 26%)

4

Fixed Costs: Temporary Residence

RMA Admin Fee 1, min TR rent

RMA Admin Fee 1

€

Min TR Rent

€

5

Fixed Costs: Rental Route

RMA fees, rent, MA contribution

RMA Admin Fee 2

€

Min Rent Year 1

€

Rental Agency Fees

€

MA Contribution

€

Adult Dep Fee (per person)

€

Charitable Donation

€

Annual Rent (per year)

€

Annual Compliance Fee

€

Compliance Years

Rent Years (post-approval)

Residence Cards: 2 persons x €500 = €1,000

Adult Dep Total: 0 x €7,500 = €0

6

Fixed Costs: Purchase Route

Property, notarial, MA contribution

RMA Admin Fee 2

€

Property Purchase

€

Notarial Fees

€

Purchase Tax

€

MA Contribution

€

Adult Dep Fee (per person)

€

Charitable Donation

€

Annual Compliance Fee

€

Compliance Years

Residence Cards: 2 persons x €500 = €1,000

Adult Dep Total: 0 x €7,500 = €0

7

Case Notes and Disclaimers

Disability notes, residence card notes, dependant notes

Residence Card Note

Adult Dependant Note

8

Review

Summary and JSON preview

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