Risk Illustrations - Compliance Details

This article is a continuation of article Risk Illustrations - Suitability

The Compliance Details tab includes the Capacity for Loss Statement, Investment Forecast Details by Year, Forecast Fees Summary, Risk Summary and Portfolio Factsheet.

The Capacity for Loss statement populates based on how question 6 is answered in the Capacity for Loss area. If you leave the question blank, you will need to answer Yes or No to the statement.

If you click Continue to Next Step without completing the question, the statement will be highlighted in red and must be answered before continuing.

The Portfolio Factsheet View button will be available if a Model or Bespoke portfolio has been selected. Factsheets are not available for MPS portfolios.

The next article explains the Report Content tab, see Risk Illustrations - Report Content.