Attitude to Risk Questionnaire Report

This article is a continuation of articles Creating an Attitude to Risk Questionnaire on behalf of your client, Sending an Attitude to Risk Questionnaire to your client to complete & Setting Attitude to Risk Manually.

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: