Why this client
Brandvold: UK pension found at another firm
Brandvold is number 9 of 11 on today's list: score 58 = materiality 58 × outside event weight 1.00 (firm default). Flagged on: Held-away assets identified; Legacy non-US funds, PFIC exposure. 1 passage from 1 document support it.
Materiality comes from the agent that raised the item; the weight is yours to tune on Today's list. The ranking and the relevance scores are arithmetic, and a model never reorders either.
1
Cited passages, from 1 document
0
Related, not cited
0
Sources in conflict
0
Past review date
Why it was flagged
- Held-away assets identified
- Brandvold household
- Legacy non-US funds, PFIC exposure
Cited evidence, ranked
Holdings in non-US pooled funds may be classified as PFICs for US taxpayers, with punitive default tax treatment unless an election is made.
How relevance is scored, and where a model would sit
The query is the opportunity as the record states it: its title, class, strategy, action and reason path, and nothing more. Each passage's score is the share of the query's weight it covers, where a rarer term across the corpus counts for more and a term the corpus has never seen counts as its rarest, plus 0.25 when the record cites the document, halved when the document is past its review date. The floor is 0.20. In production a model rewrites the query and reranks the candidates; the floor, the citation requirement, the exclusion of superseded documents and the refusal stay in code, so a verdict never depends on a model's prose.
What the query matched
- funds1 passage
- held1 passage
- non1 passage
- pfic1 passage
- anothernone
- assetsnone
- awaynone
- brandvoldnone
What the team already knows
- Call, 40 days ago: Discussed a possible move back to the UK in two years
- Wealth strategist, 10 days ago: UK pension transfer value received; needs a cross-border tax view before any action.