Within the Investment or Retirement Advice sections or Plan Recommendations, the user must select the 'Attitude to Risk' option.
Within the 'Attitude to Risk' drop down question on the page, the user can select the Risk profile which defines each client's attitude to Risk, highlighted within the example below. This is located within the question 'Select Attitude to Investment Risk'.
Selecting the Risk Profile within the Wizard:
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article