Jan 17 Quiz
Investment Knowledge Quiz
Test your understanding of investment strategies and options with our engaging quiz designed for both beginners and experienced investors. This quiz covers various topics related to rate of return calculations, fund investment options, and more.
- 11 multiple choice questions
- Assess your knowledge and retention
- Get valuable insights into your investment understanding
There are different ways to calculate an investor’s rate of return. What method gives you the most accurate personal view of how your contract and funds performed?
ROR (simple rate of return)
MWROR (money-weighted rate of return)
TWROR (time-weighted rate of return)
AVG (average)
Will clients still be able to invest in AT5, T5, or T8 series after January 31, 2020?
True
False
Can a client switch from a FEL fund to a CB fund?
True
False
Using IFAST Base, do we send nominee account statements to clients for Edward Jones Dealer (9844)?
True
False
How have the maximum annual income payments for Ontario, Manitoba, NF and Alberta been calculated for 2020?
The result using the factor (Market value X % of client's age)
The result using the factor (Book Value X % of client's age)
The current year’s investment returns
The previous year’s investment returns
In terms of adding beneficiary designation on file can a client choose to add dollars values instead of percentage for allocations?
True
False
If you notice an error in terms of withholding taxes (can be more or less) on a client's account what actions must you take to make the corrections? Assuming that you spoke about it during the call.
Consult with a KS/TL and send the request to OPS
Consult with a KS/TL and send the request Case Res
Consult with a KS/TL and send the request to IFDS
Consult with a KS/TL and wait till the requester calls back
Is Sun GIF Solution Sun Life Granite Balanced Growth SE132 available for new purchases for clients aged 85?
True
False
Will Sun Life Invesco Canadian Class fund be an impacted fund and re-designated to series A or F?
True
False
What if an Investor would like to continue the monthly T-series distributions?
Investors and Advisors are able to establish new Systematic Withdrawal Plans on the continuing series or switch into a different T5 or T8 Series should they wish to maintain monthly cash flows by submitting instructions on a Letter of Direction (LOD).
Investors and Advisors are able to establish new Systematic Withdrawal Plans on the continuing series or switch into a different T5 or T8 Series should they wish to maintain monthly cash flows by submitting instructions on a transfer form
Investors and Advisors are able to establish new Pre-Authorized payment plans on the continuing series or switch into a different T5 or T8 Series should they wish to maintain monthly cash flows by submitting instructions on a Letter of Direction (LOD).
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