Knowledge is power
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!
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
IMSOR engages
Adults
Minors
Beneficiary funds
Trusts
We only engage members of the Sanlam Umbrella Fund?
Yes
No
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