ServiceID | Organization | AccountType | AssetsUnderManagement | FeePercentage |
---|---|---|---|---|
1 | ABC Group | Mutual Fund | 800000.0 | 0.99 |
2 | XYZ Company | ETF | 600000.0 | 0.75 |
3 | MNO Corporation | Stocks | 500000.0 | 0.85 |
4 | PQR Holdings | Bonds | 400000.0 | 0.7 |
5 | LMN Institutions | Real Estate | 300000.0 | 0.8 |
AdministrationID | Organization | TypeOfTrust | NumberOfClients | TotalAssetsAdministered |
---|---|---|---|---|
1 | ABC Group | Revocable Living Trust | 100 | 1500000.0 |
2 | XYZ Company | Irrevocable Trust | 80 | 1000000.0 |
3 | MNO Corporation | Testamentary Trust | 70 | 800000.0 |
4 | PQR Holdings | Charitable Remainder Unitrust | 60 | 700000.0 |
5 | LMN Institutions | Dynasty Trust | 50 | 400000.0 |
AccountNumber | FirstName | LastName | DateOfBirth | EmailAddress | PhoneNumber | AddressLine1 | AddressLine2 | City | State | ZipCode | Balance |
---|---|---|---|---|---|---|---|---|---|---|---|
1 | John | Doe | 1975-01-15 | john.doe@example.com | +1 2345678901 | 123 Main St. | New York | NY | 10001 | 1000.0 | |
2 | Jane | Smith | 1980-02-20 | jane.smith@example.com | +1 3456789012 | 456 Elm St. | Los Angeles | CA | 90001 | 500.0 | |
3 | Alice | Johnson | 1990-03-25 | alice.johnson@example.com | +1 4567890134 | 789 Oak St. | Chicago | IL | 60601 | 300.0 | |
4 | Bob | Williams | 1985-04-05 | bob.williams@example.com | +1 5678901456 | 123 Maple Ave. | Houston | TX | 77001 | 700.0 | |
5 | Carol | Brown | 1995-05-10 | carol.brown@example.com | +1 6789015678 | 456 Pine St. | Philadelphia | PA | 19101 | 900.0 |
LoanID | CustomerID | LoanAmount | InterestRate | TermInMonths | Status |
---|---|---|---|---|---|
1 | 1 | 15000.0 | 3.5 | 36 | Approved |
2 | 2 | 10000.0 | 4.0 | 24 | Pending |
3 | 3 | 7500.0 | 3.0 | 30 | Denied |
4 | 4 | 5000.0 | 3.5 | 24 | Approved |
5 | 5 | 12000.0 | 3.75 | 36 | Processing |