Accounts and procedure quiz
Accounts and Procedure Mastery Quiz
Test your knowledge and understanding of accounts and procedures with our comprehensive quiz. Designed for both beginners and financial professionals, this quiz consists of 12 multiple-choice questions that cover a range of important topics.
- Understand ISAs and bonds
- Learn about account management procedures
- Familiarize yourself with customer service standards
- Increase your financial literacy
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?
2
6
0
1
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?
12
16
7
10
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
{"name":"Accounts and procedure quiz", "url":"https://www.quiz-maker.com/QPREVIEW","txt":"Test your knowledge and understanding of accounts and procedures with our comprehensive quiz. Designed for both beginners and financial professionals, this quiz consists of 12 multiple-choice questions that cover a range of important topics.Understand ISAs and bondsLearn about account management proceduresFamiliarize yourself with customer service standardsIncrease your financial literacy","img":"https:/images/course6.png"}
More Quizzes
PRODUCT KNOWLEDGE
1058
Account Knowledge
14719
Loan Servicing Cross Training - Final
402020
Bank Representative Academy Final
834212
Bank Of Ireland Level 4min 20 seconds
12620
Refresher 6 - KYC
10516
The Burrow - Testing
320
MIP and Red Flags
8415
Latitude features and benefits
9454
Originations Day 1
1367
Quiz
6314
POP QUIZ
5298