Seg funds and annuities - Study guides, Revision notes & Summaries

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Segregated funds and Annuities Exam
Exam (elaborations) • 6 pages • 2024
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Segregated funds and Annuities Exam Stocks -Correct Answer-Also known as shares/equities. Indicators of rise and decline are seen in: Macro economics Microeconomics Investor feeling —market risk— CIPF protected Investment Dealers -Correct Answer-Sells stocks, also provides advice for client Discount broker -Correct Answer-Sells stocks, doesn't not provide advice for client Disadvantages of stocks -Correct Answer-Higher risks, commissions on each trade, not insurance product. Adv...

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Segregated funds and Annuities Exam
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Segregated Funds & Annuities - Chapter 2 - Segregated Funds Exam
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Segregated Funds & Annuities - Chapter 2 - Segregated Funds Exam A segregated fund is also known as what? -Correct Answer-An Individual Variable Contract or IVIC What investment fund would be most appropriate when an objective is to (for example) purchase a house in the near future, and why? -Correct Answer-Money Market Fund. 95% of the net assets must be invested in cash or cash equivalents such as treasury bills, short-term Government bonds, etc. This is the lowest-risk fund type that c...