Creating an Attitude to Risk Questionnaire to send to the client, how to complete the Attitude to Risk Questionnaire on behalf of your client & setting manually.
A Capacity for Loss questionnaire is included. When completed, the answers will pull through to the research.
As of April 2025, You are able to select between Accumulation or Decumulation. A client can have both questionnaires, which can be chosen at the start of Research