Wizard Configuration Guidelines - Risk Profile Questionnaire

Wizard Configuration Guidelines - Risk Profile Questionnaire

Risk Profile Questionnaire Wizard Configuration Guidelines

We have an existing questionnaire which can have your AFSL licensee & branding details applied, however for any change of content we can build one to your specifications upon quotation.

 

Section

      Description

Customisable Content

Front Page

This page shows the client, adviser & licensee details

This text is not customisable.

Risk Profile Questionnaire

A series of questions to determine the clients risk profile.

This text is not customisable.

Risk Profile Results

The results of the above questionnaire.

This text is not customisable.

Risk Profile Overview

An overview of the ranges of risk profiles and a brief description of each.

This text is not customisable.

Client Risk Profile Acknowledgement

Client Acknowledgement of risk profile.

This text is not customisable.

Alteration of Risk Profile

An area allowing for a client request to alter profile, the client rationale behind it and a free text area allowing the adviser to list the consequences of changing the risk profile.

This text is not customisable.

Client Risk Profile Declaration

Client declaration

This text is not customisable.

Entity Risk Profile Declaration

Entity declaration (if clients are signing as trustees/directors of another entity)

This text is not customisable.

Adviser Declaration

Adviser declaration

This text is not customisable.

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