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Business Acumen

A professional-looking office environment with people discussing financial plans, incorporating elements of wealth management and investment strategies, in a modern and bright color palette.

Test Your Business Acumen

Discover how well you understand the core values and offerings of Glacier within Sanlam. This quiz is designed for financial professionals and those seeking to deepen their knowledge of wealth creation and preservation.

Key Features:

12 engaging questions
Multiple choice format
Assess your business knowledge

12 Questions3 MinutesCreated by ExploringWealth512

Glacier forms part of which cluster within Sanlam:

Sanlam Investments

Sanlam Corporate

Sanlam Emerging markets

Sanlam Personal Finance

Select the Glacier values

Care

Integrity

Future-proof

Honesty

Respect

Select Glacier's value proposition:

Assist affluent clients to create wealth

Assist individual to create wealth

Assist individuals in the creation and preservation of wealth

Assist individuals in the preservation of wealth

An advisor is someone:

Free agent

Tied agent

A broker is a:

Free agent

Tied agent

An Endowment is the same as:

Vantage Plan

Vantage Life Plan

Know your client refers to:

FAIS

OECD CRS

FICA

Glacier Invest

Discretionary money is:

Money from an approved fund

Money after tax is deducted

Contractual money is known as:

Money from an approved fund

Money after tax is deducted

Sinking fund is the same as:

Vantage Plan

Vantage Life Plan

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