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[lmi-commits] [5991] Add certain footnotes
|
From: |
Greg Chicares |
|
Subject: |
[lmi-commits] [5991] Add certain footnotes |
|
Date: |
Thu, 16 Oct 2014 14:40:34 +0000 |
Revision: 5991
http://svn.sv.gnu.org/viewvc/?view=rev&root=lmi&revision=5991
Author: chicares
Date: 2014-10-16 14:40:33 +0000 (Thu, 16 Oct 2014)
Log Message:
-----------
Add certain footnotes
Modified Paths:
--------------
lmi/trunk/ChangeLog
lmi/trunk/ledger_invariant.cpp
lmi/trunk/ledger_invariant.hpp
lmi/trunk/product_data.cpp
lmi/trunk/product_data.hpp
lmi/trunk/reg_d_individual.xsl
Modified: lmi/trunk/ChangeLog
===================================================================
--- lmi/trunk/ChangeLog 2014-10-16 12:15:18 UTC (rev 5990)
+++ lmi/trunk/ChangeLog 2014-10-16 14:40:33 UTC (rev 5991)
@@ -34324,3 +34324,17 @@
custom_io_1.cpp
Reflect latest input format.
+20141016T1215Z <address@hidden> [533]
+
+ custom_io_1.cpp
+Facilitate regression testing.
+
+20141016T1440Z <address@hidden> [533]
+
+ ledger_invariant.cpp
+ ledger_invariant.hpp
+ product_data.cpp
+ product_data.hpp
+ reg_d_individual.xsl
+Add certain footnotes.
+
Modified: lmi/trunk/ledger_invariant.cpp
===================================================================
--- lmi/trunk/ledger_invariant.cpp 2014-10-16 12:15:18 UTC (rev 5990)
+++ lmi/trunk/ledger_invariant.cpp 2014-10-16 14:40:33 UTC (rev 5991)
@@ -275,6 +275,10 @@
Strings ["FundRateFootnote" ] = &FundRateFootnote
;
Strings ["FundRateFootnote0" ] = &FundRateFootnote0
;
Strings ["FundRateFootnote1" ] = &FundRateFootnote1
;
+ Strings ["IssuingCompanyFootnote" ] =
&IssuingCompanyFootnote ;
+ Strings ["SubsidiaryFootnote" ] = &SubsidiaryFootnote
;
+ Strings ["PlacementAgentFootnote" ] =
&PlacementAgentFootnote ;
+ Strings ["MarketingNameFootnote" ] =
&MarketingNameFootnote ;
Strings ["ProducerName" ] = &ProducerName ;
Strings ["ProducerStreet" ] = &ProducerStreet ;
@@ -697,6 +701,10 @@
FundRateFootnote = p.datum("FundRateFootnote"
);
FundRateFootnote0 = p.datum("FundRateFootnote0"
);
FundRateFootnote1 = p.datum("FundRateFootnote1"
);
+ IssuingCompanyFootnote = p.datum("IssuingCompanyFootnote"
);
+ SubsidiaryFootnote = p.datum("SubsidiaryFootnote"
);
+ PlacementAgentFootnote = p.datum("PlacementAgentFootnote"
);
+ MarketingNameFootnote = p.datum("MarketingNameFootnote"
);
}
ProducerName = (*b->Input_)["AgentName"].str();
@@ -970,6 +978,10 @@
FundRateFootnote = a_Addend.FundRateFootnote;
FundRateFootnote0 = a_Addend.FundRateFootnote0;
FundRateFootnote1 = a_Addend.FundRateFootnote1;
+ IssuingCompanyFootnote = a_Addend.IssuingCompanyFootnote;
+ SubsidiaryFootnote = a_Addend.SubsidiaryFootnote;
+ PlacementAgentFootnote = a_Addend.PlacementAgentFootnote;
+ MarketingNameFootnote = a_Addend.MarketingNameFootnote;
Comments = a_Addend.Comments;
Modified: lmi/trunk/ledger_invariant.hpp
===================================================================
--- lmi/trunk/ledger_invariant.hpp 2014-10-16 12:15:18 UTC (rev 5990)
+++ lmi/trunk/ledger_invariant.hpp 2014-10-16 14:40:33 UTC (rev 5991)
@@ -289,6 +289,10 @@
std::string FundRateFootnote;
std::string FundRateFootnote0;
std::string FundRateFootnote1;
+ std::string IssuingCompanyFootnote;
+ std::string SubsidiaryFootnote;
+ std::string PlacementAgentFootnote;
+ std::string MarketingNameFootnote;
std::string ProducerName;
std::string ProducerStreet;
Modified: lmi/trunk/product_data.cpp
===================================================================
--- lmi/trunk/product_data.cpp 2014-10-16 12:15:18 UTC (rev 5990)
+++ lmi/trunk/product_data.cpp 2014-10-16 14:40:33 UTC (rev 5991)
@@ -279,6 +279,10 @@
ascribe("FundRateFootnote" , &product_data::FundRateFootnote
);
ascribe("FundRateFootnote0" , &product_data::FundRateFootnote0
);
ascribe("FundRateFootnote1" , &product_data::FundRateFootnote1
);
+ ascribe("IssuingCompanyFootnote" ,
&product_data::IssuingCompanyFootnote );
+ ascribe("SubsidiaryFootnote" ,
&product_data::SubsidiaryFootnote );
+ ascribe("PlacementAgentFootnote" ,
&product_data::PlacementAgentFootnote );
+ ascribe("MarketingNameFootnote" ,
&product_data::MarketingNameFootnote );
}
/// Backward-compatibility serial number of this class's xml version.
@@ -395,6 +399,10 @@
///
/// Only the most crucial members are explicitly initialized. For the
/// rest, default (empty) strings are good enough for 'sample'.
+///
+/// The '*Footnote' members in particular are left empty here, which
+/// makes the 'sample' product less complete. SOMEDAY !! Add them,
+/// here and in 'my_prod.cpp'.
void product_data::WritePolFiles()
{
Modified: lmi/trunk/product_data.hpp
===================================================================
--- lmi/trunk/product_data.hpp 2014-10-16 12:15:18 UTC (rev 5990)
+++ lmi/trunk/product_data.hpp 2014-10-16 14:40:33 UTC (rev 5991)
@@ -262,6 +262,10 @@
glossed_string FundRateFootnote;
glossed_string FundRateFootnote0;
glossed_string FundRateFootnote1;
+ glossed_string IssuingCompanyFootnote;
+ glossed_string SubsidiaryFootnote;
+ glossed_string PlacementAgentFootnote;
+ glossed_string MarketingNameFootnote;
};
void LMI_SO load(product_data &, fs::path const&);
Modified: lmi/trunk/reg_d_individual.xsl
===================================================================
--- lmi/trunk/reg_d_individual.xsl 2014-10-16 12:15:18 UTC (rev 5990)
+++ lmi/trunk/reg_d_individual.xsl 2014-10-16 14:40:33 UTC (rev 5991)
@@ -38,7 +38,7 @@
<fo:simple-page-master master-name="cover">
<xsl:call-template name="set-page-size"/>
<!-- Central part of page -->
- <fo:region-body margin="1.4in 0 1.2in"/>
+ <fo:region-body margin="1.3in 0 1.2in"/>
<!-- Footer -->
<fo:region-after extent=".75in"/>
</fo:simple-page-master>
@@ -47,7 +47,7 @@
<fo:simple-page-master master-name="irr-guaranteed-illustration">
<xsl:call-template name="set-page-size"/>
<!-- Central part of page -->
- <fo:region-body margin="2.6in 0 1.1in"/>
+ <fo:region-body margin="2.7in 0 1.1in"/>
<!-- Header -->
<fo:region-before extent="3in"/>
<!-- Footer -->
@@ -58,7 +58,7 @@
<fo:simple-page-master master-name="irr-current-illustration">
<xsl:call-template name="set-page-size"/>
<!-- Central part of page -->
- <fo:region-body margin="2.6in 0 1.1in"/>
+ <fo:region-body margin="2.7in 0 1.1in"/>
<!-- Header -->
<fo:region-before extent="3in"/>
<!-- Footer -->
@@ -69,7 +69,7 @@
<fo:simple-page-master master-name="current-illustration">
<xsl:call-template name="set-page-size"/>
<!-- Central part of page -->
- <fo:region-body margin="2.6in 0 1.2in"/>
+ <fo:region-body margin="2.7in 0 1.2in"/>
<!-- Header -->
<fo:region-before extent="3in"/>
<!-- Footer -->
@@ -163,7 +163,7 @@
</xsl:with-param>
</xsl:call-template>
</fo:block>
- <fo:block padding-after="120.0pt">
+ <fo:block padding-after="110.0pt">
Date Prepared: <xsl:call-template name="date-prepared"/>
</fo:block>
</fo:block>
@@ -180,7 +180,8 @@
This material must be preceded or accompanied by the current
Confidential Private Placement Memorandum for
<xsl:value-of select="$scalars/PolicyMktgName"/>
- and the current prospectuses and private placement memoranda
+ and the current prospectuses (or summary prospectuses,
+ if available) and private placement memoranda
for its underlying investment choices. Investors should
carefully consider the investment objectives, risks,
charges and expenses of the policy and its underlying investment
@@ -189,35 +190,17 @@
</fo:block>
<fo:block padding-after="10.0pt">
<xsl:value-of select="$scalars/PolicyMktgName"/>
- is a flexible premium variable adjustable life insurance policy
- issued by <xsl:value-of select="$scalars/InsCoName"/>
- (<xsl:value-of select="$scalars/InsCoShortName"/>),
- <xsl:value-of select="$scalars/InsCoStreet"/>.
+ <xsl:value-of select="$scalars/IssuingCompanyFootnote"/>
</fo:block>
<fo:block padding-after="10.0pt">
Placement Agents:
- <xsl:value-of select="$scalars/CoUnderwriter"/> serves as the
- placement agent for contracts sold by its registered
- representatives.
- <xsl:value-of select="$scalars/MainUnderwriter"/>
- serves as the placement agent for contracts sold by registered
- representatives of other broker-dealers that have entered into
- distribution agreements with
- <xsl:value-of select="$scalars/MainUnderwriter"/>.
+ <xsl:value-of select="$scalars/PlacementAgentFootnote"/>
</fo:block>
<fo:block padding-after="10.0pt">
- <xsl:value-of select="$scalars/CoUnderwriter"/> and
- <xsl:value-of select="$scalars/MainUnderwriter"/> are
- subsidiaries of <xsl:value-of select="$scalars/InsCoName"/>
- (<xsl:value-of select="$scalars/InsCoShortName"/>) and are
- located at <xsl:value-of select="$scalars/InsCoStreet"/>.
+ <xsl:value-of select="$scalars/SubsidiaryFootnote"/>
</fo:block>
<fo:block padding-after="10.0pt">
- <xsl:value-of select="$scalars/InsCoShortName"/> Financial Group
- is a marketing designation
- for <xsl:value-of select="$scalars/InsCoName"/>
- (<xsl:value-of select="$scalars/InsCoShortName"/>)
- and its affiliate companies and sales representatives.
+ <xsl:value-of select="$scalars/MarketingNameFootnote"/>
</fo:block>
<fo:block>
Compliance tracking number:
@@ -522,41 +505,43 @@
</fo:block>
<!-- Certification Statements -->
- <fo:block font-weight="bold" font-size="11pt"
font-family="sans-serif" text-align="center" padding-top="2em">
- Certification Statements
- </fo:block>
- <fo:block font-weight="normal" font-size="9pt"
font-family="sans-serif" text-align="left" padding-top="1em">
- <fo:block padding-top="1em">
- POLICY OWNER / APPLICANT
+ <xsl:if test="$scalars/IsInforce!='1'">
+ <fo:block font-weight="bold" font-size="11pt"
font-family="sans-serif" text-align="center" padding-top="2em">
+ Certification Statements
</fo:block>
- <fo:block padding-bottom="1em">
- I have received a copy of this illustration, and I understand
- that any non-guaranteed charges illustrated are subject
- to change and could be either higher or lower. Additionally,
- I have been informed by my agent that these values
- are not guaranteed.
+ <fo:block font-weight="normal" font-size="9pt"
font-family="sans-serif" text-align="left" padding-top="1em">
+ <fo:block padding-top="1em">
+ POLICY OWNER / APPLICANT
+ </fo:block>
+ <fo:block padding-bottom="1em">
+ I have received a copy of this illustration, and I understand
+ that any non-guaranteed charges illustrated are subject
+ to change and could be either higher or lower. Additionally,
+ I have been informed by my agent that these values
+ are not guaranteed.
+ </fo:block>
+ <fo:block text-decoration="overline" padding="2em">
+ POLICY OWNER OR APPLICANT SIGNATURE
+ <fo:inline
text-decoration="no-overline"> </fo:inline>DATE
+
+ </fo:block>
+ <fo:block padding-top="2em">
+ AGENT / AUTHORIZED REPRESENTATIVE
+ </fo:block>
+ <fo:block padding-bottom="1em">
+ I certify that this illustration has been presented
+ to the applicant, and that I have explained that any
+ non-guaranteed charges illustrated are subject to change. I
have
+ made no statements that are inconsistent with the illustration.
+ </fo:block>
+ <fo:block text-decoration="overline" padding="2em">
+ AGENT OR AUTHORIZED REPRESENTATIVE
+
+ <fo:inline
text-decoration="no-overline"> </fo:inline>DATE
+
+ </fo:block>
</fo:block>
- <fo:block text-decoration="overline" padding="2em">
- POLICY OWNER OR APPLICANT SIGNATURE
- <fo:inline
text-decoration="no-overline"> </fo:inline>DATE
-
- </fo:block>
- <fo:block padding-top="2em">
- AGENT / AUTHORIZED REPRESENTATIVE
- </fo:block>
- <fo:block padding-bottom="1em">
- I certify that this illustration has been presented
- to the applicant, and that I have explained that any
- non-guaranteed charges illustrated are subject to change. I have
- made no statements that are inconsistent with the illustration.
- </fo:block>
- <fo:block text-decoration="overline" padding="2em">
- AGENT OR AUTHORIZED REPRESENTATIVE
-
- <fo:inline
text-decoration="no-overline"> </fo:inline>DATE
-
- </fo:block>
- </fo:block>
+ </xsl:if>
<xsl:if test="not($has_supplemental_report)">
<fo:block id="endofdoc"/>
</xsl:if>
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