Using the Financial Wellbeing Assessment (Comentis)
Surecase integrates with Comentis to provide Financial Wellbeing Assessments, helping you comply with FCA Consumer Duty requirements.
Requesting an Assessment
- Within the Documents to Sign & Complete section, press Request Comentis Form.
- Select the required questionnaire.
- Select the adviser (client owner) from the drop-down.
- Select the recipients.
- Optionally notify the client by email, include a message (sent via chat), and opt in to receive an email when the assessment is complete.
What Happens Next
The client will see the assessment in their portal and can complete it there. Once finished, the summary outcome report is automatically saved to Case Documents. The risk level is shown in the document request field.
Intervention Log
Click on the completed report to open the Intervention Log. Add your comments here and submit them directly to Comentis. Your comments are then automatically appended to the summary outcome within Case Documents.