LICLIC Adviser — risk questionnaire (in-meeting)

Adviser sign in

Adviser-assisted capture (ATR SOP tier 1b). This app is for the adviser only — clients sign in to the LIC App, never here. Submissions are recorded against the selected client and tagged with your adviser reference.

Select client

Select a client to see their current risk profile of record.

Risk & capacity questionnaire —

Adviser-assisted capture. Ask each question and record the client's answer in their own words — do not lead. The result is indicative: the final risk basis is the lower of attitude to risk and capacity for loss, and the adviser confirms the definitive assessment. Questionnaire .

Result —

Attitude to risk:
Capacity for loss:
Indicative profile:

Recorded as submission , tagged adviser-assisted (). Indicative — adviser to confirm. The profile can only be lowered by capacity for loss, never raised.

Next: the client confirms the record.

If printing: the client signs the printed record, and the signed paper is scanned and filed to IO Docustore + the client folder as usual (paper fallback tier). The electronic submission above is already recorded either way.

Client attestation —

The answers recorded in this questionnaire were given by me during a meeting with my adviser and are a fair record of my responses. The indicative result was explained to me, including that the final risk basis used will be the lower of my attitude to risk and my capacity for loss, subject to adviser confirmation. I intend this electronic signature to have the same legal effect as a handwritten signature.

Client: please sign in the box below

✓

Attestation confirmed on the server

The signed record is filed. Nothing else to do in the meeting.