GCMAS Bi-Monthly Meeting Trivia
GCMAS Bi-Monthly Meeting Trivia
Test your knowledge on the latest happenings in the financial world with our engaging GCMAS trivia quiz! Covering essential topics like custodial requirements for Canada residents and key figures in finance, this quiz is designed to both educate and challenge.
- 13 interactive questions
- Multiple choice and checkbox formats
- Compete with colleagues and see how you score!
Who played in the partners gold match over the weekend?
Tiger Woods, Phil Mickelson, Tom Brady, Peyton Manning
Tiger Woods, Tom Brady, Justin Thomas, Peyton Manning
Tiger Woods, Peyton Manning, Brooks Koepka, Aaron Rodgers
Which account types can Fidelity open for Canada Residents?
All
Taxable Only
Retirement Only
Everything but Trusts
True/False: Morgan Stanley's minimum relationship value for Canada residents is $500k?
True
False
What is the minimum amount needed to open standalone accounts at the discount and the full service custodians? (Typically comes up with split custodian requests)
Discount: $250k, Full Service: $500k
Discount: $200k, Full Service: $400k
Discount: $200k, Full Service: $500k
If a prospect has a mix of discount and full service funding, which type of custodian will they be assigned to (assuming they don’t meet pre-define standards)?
Full Service
Discount
Which US President served the shortest term of about two months because of dying from simple colds?
William Henry Harrison
George Washington
Chester A Arthur
David Rice Atchison
Why do we not put foreign residents clients at TDA?
TDA doesn't allow them
TDA required FI to sign an RIA Attestation Form
TDA has too high of a minimum
What orgs does Steve Triplett oversee?
Human Capital
Corporate Finance
Corporate Services
Innovation
Technology
True/False: If a clients wants any custodian but the one they are currently assigned to an RFYI/OSP freebie will be needed to move it.
True
False
What is the minimum typically required for a non-standard custodian to be approved
$10MM
$5MM
$1MM
$500k
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