This article is a continuation of Ex-Post Reviews - Costs & Charges
The Capacity for Loss questionnaire for the proposal will need to be completed before continuing through the tabs and onto the Client Check-In screen.
If the questions have already been completed through the Attitude to Risk Questionnaire, they will be prepopulated.
Question 1 will need to be selected, this is the term of the investment.
You have the opportunity to add any Supporting Notes to meet MiFID Compliance:
Before moving onto the Client Check-in, review the remaining tabs.
For further information on Ex-Post Reviews, see article Ex-Post Reviews - Compliance Details
