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Knowledge is power

A stylized illustration of financial documents, charts, and a light bulb symbolizing knowledge, set against a modern tech backdrop.

Knowledge is Power Quiz

Test your understanding of key concepts related to financial services and beneficiary engagements. This quiz challenges your knowledge with multiple choice questions and open-ended prompts, catering to both industry novices and experts.

Engage with relevant topics.
Demonstrate your expertise.
Learn more about CFA referrals, IMSOR engagements, and more!

11 Questions3 MinutesCreated by InsightfulWave321

How many days for CFA referral

When do Unapproved beneficiaries receive payment

Same day

Following day

One week

What link do we send for successful onboarding engagements

Member portal link for mobile application download

CP portal

PDF with the conversation

How many days for graviton referrals

IMSOR engages

Adults

Minors

Beneficiary funds

Trusts

If successful contact is yes and consent is yes what needs to take place afterwards?

What is the difference between approved and Unapproved

We only engage members of the Sanlam Umbrella Fund?

Yes

What new fund have we recently onboarded

What services do we offer?

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