Total Score Summary
Includes critical-question caps and per-section risk breakdown.
Date
Total Score
0
Out of 0 points
RAG
RED
Interpretation
High risk — immediate action required.
Risk by Section
| Section | Score | Max | Risk |
|---|
Critical rule: any critical question answered No caps overall to RED;
any critical question answered Partial caps overall to AMBER (unless already RED).
Instructions
For each question, select Yes, Partial, or No.
Scoring: Yes = 2, Partial = 1, No = 0.
Certain questions are internally flagged as critical and can cap the overall risk.
Total Score
0
Out of 0 points
RAG
RED
Interpretation
High risk — immediate action required.
Progress (answered)
0 /
0 answered
0%
Scoring & Risk Rating
| Total Score | Risk Level | Interpretation |
|---|---|---|
| 0–7 | RED – High Risk | High risk to client outcomes, Best Interest Duty compliance, and revenue continuity. Immediate action required. |
| 8–12 | AMBER – Medium Risk | Material gaps requiring remediation to strengthen continuity. |
| 13–16 | GREEN – Low Risk | Strong succession and continuity framework supporting client outcomes and revenue protection. |
Note: Overall rating may be capped by critical responses (No → RED, Partial → AMBER).
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