Section 19(a) in Pension Fund Regulatory and Development Authority (Retirement Adviser) Regulations, 2016
(a)it obtains from the prospects or subscribers, such information as is necessary for the purpose of giving retirement advice, including the following:-(i)age;(ii)income details;(iii)existing retirement savings/ assets;(iv)risk appetite/ tolerance;(v)liability/borrowing details.(vi)dependent family members(vii)life/health insurance details(viii)any other relevant information in the risk profiling sheet as specified in fourth schedule as amended by the Authority from time to time.
