Lote
Segregated Funds & Annuities Certification Exam Questions and Correct Answers the Latest Update
Segregated Funds & Annuities Certification Exam Questions and Correct Answers the Latest Update
[Mostrar más]Segregated Funds & Annuities Certification Exam Questions and Correct Answers the Latest Update
[Mostrar más]What is Segregated Funds 
LLQP - SFA VL 01 
 Segregated Fund is also an investment. it is just a fancy version of mutual fund. 
 
 Segregated Fund is an insurance product, and it is an investment. Segregated Funds 
offer some unique features that mutual funds generally do not, such as: 
 - Guarante...
Vista previa 4 fuera de 83 páginas
Añadir al carritoWhat is Segregated Funds 
LLQP - SFA VL 01 
 Segregated Fund is also an investment. it is just a fancy version of mutual fund. 
 
 Segregated Fund is an insurance product, and it is an investment. Segregated Funds 
offer some unique features that mutual funds generally do not, such as: 
 - Guarante...
Group Registered Retirement Savings Plan (GRRSP) 
 GRRSPs offer investors a limited variety of investment choices, but they have lower 
fees compared with individual RRSPs. 
Cancellation of Segregated Fund Contract 
 An investor may cancel or rescind the segregated fund contract in writing within t...
Vista previa 2 fuera de 8 páginas
Añadir al carritoGroup Registered Retirement Savings Plan (GRRSP) 
 GRRSPs offer investors a limited variety of investment choices, but they have lower 
fees compared with individual RRSPs. 
Cancellation of Segregated Fund Contract 
 An investor may cancel or rescind the segregated fund contract in writing within t...
The investor who pays a _______pays no further sales fee if she redeems units 
during the term of the contract. 
 front end load 
A segregated fund in a _____is bound by the rule that apply to all_____. 
Therefore, the oldest age at which a contract can begin as an _____is 71, 
deposits can be ma...
Vista previa 3 fuera de 29 páginas
Añadir al carritoThe investor who pays a _______pays no further sales fee if she redeems units 
during the term of the contract. 
 front end load 
A segregated fund in a _____is bound by the rule that apply to all_____. 
Therefore, the oldest age at which a contract can begin as an _____is 71, 
deposits can be ma...
Segregated Funds & Annuities - Chapter 2 
- Segregated Funds Questions and 
Correct Answers the Latest Update
Vista previa 2 fuera de 6 páginas
Añadir al carritoSegregated Funds & Annuities - Chapter 2 
- Segregated Funds Questions and 
Correct Answers the Latest Update
Canadian Pension Plan Benefits 
 CPP Income Formula = 8.4% annual tax x number of years x CPP at age 65 
RRSP Contributions 
 RRSP Contribution Room Formula = Income x 18% 
Market-Linked GIC 
 A market-linked GIC has an interest rate that is tied to the performance of the stock 
market, providing t...
Vista previa 1 fuera de 3 páginas
Añadir al carritoCanadian Pension Plan Benefits 
 CPP Income Formula = 8.4% annual tax x number of years x CPP at age 65 
RRSP Contributions 
 RRSP Contribution Room Formula = Income x 18% 
Market-Linked GIC 
 A market-linked GIC has an interest rate that is tied to the performance of the stock 
market, providing t...
Compradores de Stuvia evaluaron más de 700.000 resúmenes. Así estas seguro que compras los mejores documentos!
Puedes pagar rápidamente y en una vez con iDeal, tarjeta de crédito o con tu crédito de Stuvia. Sin tener que hacerte miembro.
Tus compañeros escriben los resúmenes. Por eso tienes la seguridad que tienes un resumen actual y confiable. Así llegas a la conclusión rapidamente!
You get a PDF, available immediately after your purchase. The purchased document is accessible anytime, anywhere and indefinitely through your profile.
Nuestra garantía de satisfacción le asegura que siempre encontrará un documento de estudio a tu medida. Tu rellenas un formulario y nuestro equipo de atención al cliente se encarga del resto.
Stuvia is a marketplace, so you are not buying this document from us, but from seller TestTrackers. Stuvia facilitates payment to the seller.
No, you only buy this summary for $37.27. You're not tied to anything after your purchase.
4.6 stars on Google & Trustpilot (+1000 reviews)
45,681 summaries were sold in the last 30 days
Founded in 2010, the go-to place to buy summaries for 14 years now