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Risk Profile

The Risk Profile page allows you to assign a Risk Profile to your client.

👤 Who

All users who are entering or editing data for their Clients. 

Role type required: Any

❗The Fact Find must be unlocked in order to add or edit the Risk Profile.

ℹ️ Apply a risk profile to your client

Currently users can select the relevant risk profile for their clients. 

If your licensee has configured a Risk Profile Questionnaire within iff, the questions will show on this page.  

💡Note: Own-AFSL admins and Licensee admins manage your risk profiles, they can create or edit risk profiles by following the licensee setup guide.

 

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