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:
