Illustrations - Capacity For Loss

Complete the capacity for loss questions below to audit the discussion around whether committing to an extended term is appropriate for your client.

Please note: Question 6 is optional at this stage – it can be revisited in the outcome screen.

If you would like to add MiFiD compliance supporting notes, add them here:

‘Generate Illustration’ to move onto the outcome screen:

For further information on the Outcome screen, see the below article:

Illustrations - Outcome Screen