Basis of Illustration - Capacity for Loss - CIP

The Capacity for Loss tab will need to be completed for each investment on the Illustration.

Complete the questionnaire:

You will not be able to proceed to the Check-in without the Capacity for Loss statement completed.

You have the opportunity to add any Supporting Notes to meet MiFID Compliance:

Before moving onto the Check-in, review the remaining tabs in the Basis of Illustration. 

Note - All Investments will need to be reviewed before moving onto the Check-In.

Next tab is Suitability. See article Basis of Illustration - Suitability - CIP