Attitude to Risk Questionnaire Report

This article is a continuation of articles Creating an Attitude to Risk Questionnaire on behalf of your clientSending an Attitude to Risk Questionnaire to your client to complete

Once an Attitude to Risk Questionnaire has been reviewed and set to default for the client, the Report tab will appear:

The report will include the following:

  • Client name 
  • Company Details 
  • Adviser
  • Outcome of the questionnaire
  • Compliance Notes
  • Previous Risk Profiles (listed and shown within a graph)
  • Questionnaire questions & answers

The report can be downloaded at the top right of the screen: