Fact Find: Attitude to Risk

Within the Attitude to Risk (ATR) section, there is access to different attitude to risk questionnaires.   These are only the questionnaires and CCD cannot calculate the ATR of the client.

However, information entered into the ‘Attitude to Risk’ section of the Fact Find will pull through to the Barrie & Hibbert and the Dynamic Planner questionnaires. All three questionnaires can be completed by viewing the questionnaire from the print view.