In this example of the "Report Suitability report" is a holder in whose properties the compliance type "FIDLEG" is selected.
The "Individual securities comparison" check in the "Target market comparison" area only takes into account the FinSA categories:
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Loss-bearing capacity
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Investment objective
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Knowledge/Experience
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Customer category
The non-FIDLEG categories are excluded from the audit.
Corresponding information is displayed for FinSA holders under the "Suitability test" section.
If he is also marked as an "opting-in/opting-out" customer via the profiling service, corresponding information will also be displayed at this point.