> For the complete documentation index, see [llms.txt](https://docs.trustform.io/guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.trustform.io/guide/onboarding-and-reviewing/risk-assessment.md).

# Customer Risk Assessment

## Frequently Asked Questions (FAQs)

<details>

<summary>What information is required from clients for risk assessment?</summary>

Necessary information includes all details specified in your Customer Risk Assessment tool (Excel file). The corresponding questions must be reflected in the Application Form.

</details>

<details>

<summary>How is the risk level categorised?</summary>

The risk level is categorised in accordance with your company’s risk management policies and based on the criteria defined in the CRA template.

</details>

<details>

<summary>Can I update the CRA template?</summary>

Yes, you can upload new versions of the CRA template through the CRA Settings section in Trustform.

</details>

<details>

<summary>Do I need different templates for different client types?</summary>

Yes, separate CRA templates (Excel files) are required for each client type – for example, Individual, Corporate, Trust, or Partnership.

</details>

<details>

<summary>Can I reassess a client’s risk level after onboarding?</summary>

Yes, you can reassess a client’s risk level at any point in their lifecycle by using the Calculate Risk Rating feature in Trustform.

</details>

#### Troubleshooting and Support

If you encounter any issues with the CRA tool, contact Trustform Support via the Have Issues? \
Section in your account, or email <support@trustform.io>.


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