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PRODUCT KNOWLEDGE

A vibrant illustration of a person engaging with financial products, such as savings accounts and investment plans, with bright colors and clear icons representing growth and knowledge.

Test Your Product Knowledge!

Are you familiar with the ins and outs of our financial products? Take this quiz to assess your knowledge and learn more about our offerings.

This quiz covers key topics, including:

Junior ISAs
Withdrawal limits
Telephone security protocols
Account opening balances

10 Questions2 MinutesCreated by EducatingEagle241

3) How much can you pay into a JISA each Tax Year?

£9000

£4500

£2500

2) How much can you pay into a Junior Easy Saver a month?

£150.00

£10.00

£50.00

8. When should a small scorecard check be used?

To set up a nominated account

To close the account

New customer

What ID do we accept if the callval comes back that bank details fail?

Bank Statement from within Three months

Printed bank statement

Bank statement from within the last 12 months

How many Telephone Security Questions should you ask?

SIX

THREE

FIVE

1. How many withdrawals can you make from the Maturity Bonus and still receive the bonus?

THREE

FOUR

FIVE

What must you do after every telephone call?

Pad Note

Thank the customer for calling

Do nothing

What age does a customer need to be to proceed with a call validate?

What is the maximim withdrawal on a faster payment ?

£100,000.00

£50,000.00

£20,000.00

What is the minimum opening balance on an Instant Tracker?

£10.00

£50.00

£100.00

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