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Yes, you are able to select a new holding (including generic) and create an ex-post review. When the ex-post review loads, you will see the same screen as when using a converted holding from ex-ante research, but there will be no Previous state. ...
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This article is a continuation of Ex-Post Reviews - Report Content The Client Check-In screen allows you to add commentary to evidence that the clients attitude to risk, knowledge & experience and personal circumstances have been assessed. ...
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This article is a continuation of Ex-Post Reviews - Compliance Details The Report Content contains a Recommendation Summary and Target Portfolio Summary. When completed, they will appear on the report. The Objective Summary will pull...
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This article is a continuation of Ex-Post Reviews - Capacity for Loss The Compliance Details tab includes an internal Compliance Statement , Stochastic Investment Forecast Details by Year , Portfolio Factsheet and Risk Summary. F...
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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 ...
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This article is a continuation of Ex-Post Reviews - Suitability The Costs & Charges tab includes a breakdown of all costs, in line with MiFID II directives: Disclosure also needs to include a separate forecast for costs for the first year, w...
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This article is a continuation of Ex-Post Reviews - Deterministic Forecast The Suitability tab includes two Efficient Frontier Graphs. The first column is based on the Current Period Projection . The second column is based on the Next Period Pr...
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This article is a continuation of Ex-Post Reviews - Stochastic Forecast The Deterministic Forecast tab includes Current Period Projection & Next Period Projection. For further information on Ex-Post Reviews, see article Ex-Post Reviews...
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Downloadable Synaptic Attitude to Risk Profiler for 1-5 with Capacity for Loss questions. Synaptic Attitude to Risk Profiler - 1-5 with Capacity for Loss ...
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Downloadable Synaptic Attitude to Risk Profiler for 1-10 with Capacity for Loss questions. Synaptic Attitude to Risk Profiler 1-10 with Capacity for Loss ...