Below is a summary of the fields that are currently integrated within each Genovo section, showing the equivalent Curo field mapping as well as any 'translation' of Curo data that’s performed.


Review Sections


Review of Your Existing Investments


Genovo FieldCuro Field / Data
OwnershipOwnership
Life AssuredLife / Lives Assured
InvestmentProduct
ProviderProduct provider
Policy NumberPlan Number
Amount InvestedTotal Contributions
Start DateEffective Date
Monthly SavingAnnualised Client Contributions / 12
Total Withdrawals to DateTotal Withdrawals
Fund ValuePlan Value
Encashment / Transfer ValueSurrender Value
Valuation DateValuation date
Maturity DateEnd Date
IncomeCurrent Annual Withdrawal
Income FrequencyAutomatically set to 'Annually' to reflect above field
In Trust?In Trust
For each underlying fund holding that makes up the plan's Current Investment Strategy
Investment NameFund Holding Name
SectorSector
Risk RatingRisk Rating
AMC %AMC
OCF %OCF
Amount £Current Value
Allocation %Auto-calculated


Only plans with the following Plan Status will show in the search results:

  • In Force
  • Paid up
  • Matured
  • Lapsed
  • Deferred


Only funds with an 'active' Fund Holding Status will show in the Current Investment Strategy.  


Review of Your Existing Pension Plans


Genovo FieldCuro Field / Data
OwnershipOwnership
Pension TypeProduct
ProviderProvider
Policy NumberPlan Number
Amount InvestedTotal Contributions
Start DateEffective Date
Gross Monthly Personal ContributionAnnualised Client Contributions / 12
Gross Monthly Employer ContributionAnnualised Employer Contributions / 12
Fund ValuePlan Value
Transfer ValueTransfer Value
Valuation DateValuation date
Normal Retirement DateRetirement Age
For each underlying fund holding that makes up the plan's Current Investment Strategy
Investment NameFund Holding Name
SectorSector
Risk RatingRisk Rating
AMC %AMC
OCF %OCF
Amount £Current Value
Allocation %Auto-calculated


Only plans with the following Plan Status will show in the search results:

  • In Force
  • Paid up
  • Matured
  • Lapsed
  • Deferred
  • In Payment


Only funds with an 'active' Fund Holding Status will show in the Current Investment Strategy.  


Review of Your Existing Retirement Income Plans

 

Genovo FieldCuro Field / Data
OwnerOwnership
SolutionProduct
ProviderProvider
Policy NumberPlan Number
Amount InvestedTotal Contributions
Start DateEffective Date
Total Withdrawals to DateTotal Withdrawals
Gross Monthly Personal Contribution
Annualised Client Contributions / 12
Crystallised Fund ValuePlan Value
Transfer ValueTransfer Value
Valuation DateValuation Date
Current IncomeIncome Amount
Income FrequencyFrequency of above income record
Maximum IncomeMaximum Annual Income Allowed
For each underlying fund holding that makes up the plan's Current Investment Strategy
Investment NameFund Holding Name
SectorSector
Risk RatingRisk Rating
AMC %AMC
OCF %OCF
Amount £Current Value
Allocation %Auto-calculated


Only plans with the following Plan Status will show in the search results:

  • In Force
  • Paid up
  • Matured
  • Lapsed
  • Deferred
  • In Payment


Only funds with an 'active' Fund Holding Status will show in the Current Investment Strategy.  


Review of Your Existing Protection Plans

 

Genovo Field
Curo Field / Data
Policy HoldersOwnership
Life AssuredLife / Lives Assured
ProductProduct
ProviderProvider
Policy NumberPlan Number
Start DateEffective Date
End DateEnd Date
Life Cover £Death Benefit - Lump Sum OR Death Benefit - Income
Critical Illness Cover £CI - Lump Sum OR CI - Income
Annual Income Cover £Annualised Income Protection Benefit
PremiumContribution (In Force)
Premium FrequencyFrequency of above contribution
Premium TypeGuaranteed or Reviewable
In Trust?In Trust


Recommendation Sections


Mortgage Recommendation


Step: New Mortgage Details

 

Genovo FieldCuro Field / Data
Property AddressFirst line of address
Property ValueSecurity value
Reason for MortgageProduct type
Mortgage TypeProduct type
Repayment MethodProduct type
LenderLender
Total Loan Amount (incl. all applicable fees) £Total advanced
Loan to ValueLoan to Value
Term (years)Loan term
Monthly RepaymentRepayment
Interest Rate TypeRate basis
Initial Interest Rate %Interest rate
Term of Initial Interest RateRate expiry
Used for debt consolidation?Debt consolidation
Early Redemption ChargePenalty amount
Penalty end date


Step: Current Mortgage Details

 

Genovo FieldCuro Field / Data
Property AddressFirst line of address
Repayment MethodProduct type
LenderLender
Outstanding Loan Amount £Current debt
Remaining Term (years)Term remaining
Monthly RepaymentRepayment
Interest Rate TypeRate basis
Current Interest Rate %Interest rate
Date Current Interest Rate ExpiresRate expiry
Early Redemption ChargePenalty amount
Penalty end date


You’ll notice that those fields within the Genovo app that are currently available mapped and via the Curo API are clearly marked up with a green border so they are easily identified.


You'll find further information about the different plan types that are available in each review section of the Genovo app here.