The Capacity for Loss Questionnaire component of the ATRQ System measures the financial capacity of clients to invest and to accept financial losses and is assessed through the facts of the client’s personal circumstances.
An investor’s Capacity for Loss is is largely based on their personal financial situation and is best measured by facts and circumstances rather than the psychometric measurement of attitude to risk.
Our Capacity for Loss Questionnaire is comprised of five questions developed through experience and testing in focus groups rather than statistical scoring on a sample of the population.
The Capacity for Loss Questionnaire is included in the ATRQ System Accumulation and Decumulation versions or can be licensed separately if required.