Yes, enter suitability or Best Interest Standards information for Policy Owners in the Contact section of Policy Details.
It is a Best Practice to gather and regularly review the suitability of your clients to any products which you sell them, and Proformex helps you do it. Read on to learn how to record this information.
Suitability information can be entered for Individual or Trust Owners. This information is stored in the Owner's Information section.
To reach the Owner's Information section directly, select Owners from the People option in the top navigation bar:
Search for the Owner in the list and click on their name in blue.
You will land on the Owner's detail page. Select Suitability from the list of options:
Edit and save the Owner's answers to the Suitability questions.
You can also navigate to the Owner's page from the policy details section.
To reach an Owner's detail page directly from a policy, select 'Contacts' from the Policy Information section on the left of the page.
The top Contact is the Policy Owner. Expand the Owner information using the 
option on the right side of the Owner name:
On the bottom, the Owner name will be listed in blue. Click on the Owner name and you will be taken to the Owner Contact Profile information. 
Once on the Owner's contact page, select the Suitability option on the left side and proceed as above.