Accounts and procedure quiz

If a customer isn't happy after opening their ISA or bond, how long do they have to change it?

14 days

21 days

7 days

28 days

What is the minimum opening balance for a fixed rate bond?

£1000

£100

£5000

£1

How many withdrawals can you make from a FFRS?

If you have 7 or more withdrawals on a Limited Access saver account, what does the interest fall to?

0.3%

0.05%

0.15%

0.03%

What does the 'E' stand for in the TEXAS model?

Easy

Educate

Explain

Encourage

What UFSS screen do we use to register probate?

IAD06

CUS01

IAD01

CUS71

What is the initial timescale for a complaint relating to an electronic payment?

28 days

3 days

15 days

5 days

at what age can a child take control of their own account with parents permission?

What is the maximum anount that can be paid in to a Childrens FRRS?

£100

£125

£75

£200

Name 2 examples that can be used as ID when a customer does not have a valid Passport or driving licence?

Blue badge & Bus pass

Firearms certificate & Credit card statement

Student ID & Water bill

HMRC tax summary & Utility bill

Using the LAST model, what does the S stand for?

Signpost

Solve

Sort

Sign for

What screen is used to see any current and previous account warnings?

IAD06

IMN08

CUS04

IAD11

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