Please find below our most common questions and answers.
- My client is getting an error message when trying to submit an answer
- For how long does client links stay active?
- What do I do if my client gets an unauthorised message after clicking on a questionnaire link?
- 1. How do I know who's report is who's as once PDF'd there's no names on them?
- 2. How do I customise my tool?
- 3. Can I send the questionnaire in parts rather than all at once?
General Questions
- Investor Compass 1.0 and 2.0 differences
- Can tests be done to Joint portfolios?
- How should users answer questions that use ambiguous wording, e.g. ‘significant amount’, ‘riskier investments’, or ‘investment’?
- Should all assessments be completed all at the same time? What time limit is there on completing all assessments?
- How do I use the consistency check?
- Are there any assumptions built into the tool which could potentially affect outcomes?