Risk tolerance and capacity documentation

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

What is the difference between tolerance and capacity?

Tolerance reflects willingness to accept risk; capacity reflects ability to absorb losses given financial circumstances. Both should be documented separately per regulatory guidance.

Can clients upload completed questionnaires?

Yes. Add questionnaire PDFs or firm forms as checklist items; clients upload signed or completed versions through my-id.ca.

Does Hivi-X run risk scoring algorithms?

No. Hivi-X collects documents and notes. Suitability analysis remains with your firm.

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