How do you insert the Risk Profile into the document?

Modified on Sat, 08 Apr 2017 at 03:13 PM

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:

How the Risk Profile looks within the Report:

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