- Knowledge Base
- Risk Profiler
- Frequently Asked Questions
How do I assess the Risk level for a Trust?
Similar to assessing risk for joint Clients, when determining an appropriate level of risk to be taken by a Trust, each Trustee could be asked to complete the Questionnaire on behalf of the Trust.
Users could then compare the results, and if the risk levels are different can be discussed as a part of and during the moderation process.