Within Configuration, under your Company Settings Risk Questionnaire Message, you can enter additional text which will appear alongside the standard email information when sending an Attitude to Risk Questionnaire to a client to complete.
Hello <client name>
As we discussed, here is an Attitude to Risk questionnaire that I'd like you to complete.
<your Risk Questionnaire Message text will appear here>
You do not have to enter any personal data. It's simply a list of questions about how you perceive financial risk.
This is a one-time use, private access portal. You can access it through this link:
<personalised link>
Once you've completed the questionnaire, I'll get a notification to say it's ready for me to look at.
If you have any questions about this, please do not hesitate to contact me.
Many thanks,
<your name>
<your company logo>
<your company name>
<your firm reference number>
<your disclaimer text>
