Ex-Post Reviews - Capacity for Loss

This article is a continuation of Ex-Post Reviews - Costs & Charges

The Capacity for Loss questionnaire for the proposal will need to be completed before continuing through the tabs and onto the Client Check-In screen.

If the questions have already been completed through the Attitude to Risk Questionnaire, they will be prepopulated. 

Question 1 will need to be selected, this is the term of the investment.

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

Before moving onto the  Client Check-in, review the remaining tabs.

For further information on Ex-Post Reviews, see article Ex-Post Reviews - Compliance Details