Clients
Risk profiles, suitability and signed advice records · IA Regulations, Reg 16–19. Names are masked.
Total clients—active advisory
Suitability pending—profile or check open
Breaches—signing blocked
Records signed—advice records
Client list
| Ref | Name | Risk category | Score | Status |
|---|
Indicative only, not advice. Risk category drives suitability caps per Reg 17; names are masked in this demo workspace.