Risk & Capacity for loss
Hi All .
Fairly new to paraplanning but was wondering what everyone does in terms of assessing a client's risk and capacity/tolerance to loss e.t.c.
Do you have a separate risk report that you refer to in the suitability reports or do you just include all of it in the suitability report?
I understand that the current trend and best practice is to condense the suitability report as much as possible to make it easier to read for the client.