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Sagregated Funds and Annuities Bundled Exams | 100% Verified and Updated 2024| Revised Edition
Sagregated Funds and Annuities Bundled Exams | 100% Verified and Updated 2024| Revised Edition
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Segregated funds and Annuities Exam
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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 cli...
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Ajouter au panierSegregated 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 cli...
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Segregated Funds & Annuities - Chapter 3 Exam Questions with correct Answers
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Segregated Funds & Annuities - Chapter 3 Exam Questions with correct Answers An accumulation annuity. (Reference: Chapter 3) -Correct Answer-Which type of annuity is most appropriate for a young investor with ample income and is primarily interested in investment growth? Buy a series of annuiti...
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Ajouter au panierSegregated Funds & Annuities - Chapter 3 Exam Questions with correct Answers An accumulation annuity. (Reference: Chapter 3) -Correct Answer-Which type of annuity is most appropriate for a young investor with ample income and is primarily interested in investment growth? Buy a series of annuiti...
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Segregated Funds & Annuities - Chapter 5 Exam Questions and Answers
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Segregated Funds & Annuities - Chapter 5 Exam Questions and Answers Interest rate risk. (Reference: Chapter 5) -Correct Answer-Peter decides to invest $10,000 in a Canadian bond segregated fund. What type of risk is Peter most exposed to? A payout, life annuity. (Reference: Chapter 5) -Correct...
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Aperçu 1 sur 4 pages
Ajouter au panierSegregated Funds & Annuities - Chapter 5 Exam Questions and Answers Interest rate risk. (Reference: Chapter 5) -Correct Answer-Peter decides to invest $10,000 in a Canadian bond segregated fund. What type of risk is Peter most exposed to? A payout, life annuity. (Reference: Chapter 5) -Correct...
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Segregated funds Exam with 100% correct Answers
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Segregated funds Exam with 100% correct Answers Time value of money - Correct Answer--money today is worth more than 1$ tomorow -Inflation Two principles of investments - Correct Answer-1) present value 2)futurevalue IVIC =Segregated funds - Correct Answer-Individual variable insurance contract...
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Aperçu 2 sur 7 pages
Ajouter au panierSegregated funds Exam with 100% correct Answers Time value of money - Correct Answer--money today is worth more than 1$ tomorow -Inflation Two principles of investments - Correct Answer-1) present value 2)futurevalue IVIC =Segregated funds - Correct Answer-Individual variable insurance contract...
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Segregated funds & annuities (advocis material) Exam Questions and Answers
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Segregated funds & annuities (advocis material) Exam Questions and Answers front end load -Correct Answer-The investor who pays a _______pays no further sales fee if she redeems units during the term of the contract. Registered retirement savings plan -Correct Answer-A segregated fund in a _____...
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Aperçu 2 sur 12 pages
Ajouter au panierSegregated funds & annuities (advocis material) Exam Questions and Answers front end load -Correct Answer-The investor who pays a _______pays no further sales fee if she redeems units during the term of the contract. Registered retirement savings plan -Correct Answer-A segregated fund in a _____...
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Segregated Funds and Annuities Exam 2024
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Segregated Funds and Annuities Exam 2024 Investing -Correct Answer-using money to make money Principal -Correct Answer-initial capital/seed sometimes ACB (adjusted cost base) Fair market value -Correct Answer-current value of a property Return, gain, growth, interest -Correct Answer-profit abov...
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Aperçu 3 sur 21 pages
Ajouter au panierSegregated Funds and Annuities Exam 2024 Investing -Correct Answer-using money to make money Principal -Correct Answer-initial capital/seed sometimes ACB (adjusted cost base) Fair market value -Correct Answer-current value of a property Return, gain, growth, interest -Correct Answer-profit abov...
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Segregated Funds & Annuities - Chapter 4 Exam Questions and Answers
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Segregated Funds & Annuities - Chapter 4 Exam Questions and Answers If a person begins receiving their pension at age 60, how do you calculate their penalty for the early pension? -Correct Answer-The penalty for early pension is 0.6% per month or 7.2% per year (which is equal to 0.6 * 12 months)...
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Aperçu 2 sur 7 pages
Ajouter au panierSegregated Funds & Annuities - Chapter 4 Exam Questions and Answers If a person begins receiving their pension at age 60, how do you calculate their penalty for the early pension? -Correct Answer-The penalty for early pension is 0.6% per month or 7.2% per year (which is equal to 0.6 * 12 months)...
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Segregated Funds & Annuities Certification Exam Questions and Answers
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Segregated Funds & Annuities Certification Exam Questions and Answers Canadian Pension Plan Benefits -Correct Answer-CPP Income Formula = 8.4% annual tax x number of years x CPP at age 65 RRSP Contributions -Correct Answer-RRSP Contribution Room Formula = Income x 18% Market-Linked GIC -Correct...
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Ajouter au panierSegregated Funds & Annuities Certification Exam Questions and Answers Canadian Pension Plan Benefits -Correct Answer-CPP Income Formula = 8.4% annual tax x number of years x CPP at age 65 RRSP Contributions -Correct Answer-RRSP Contribution Room Formula = Income x 18% Market-Linked GIC -Correct...
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Segregated Funds & Annuities - Chapter 2 Exam Questions and Answers
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Segregated Funds & Annuities - Chapter 2 Exam Questions and Answers 10 years. (Reference: Chapter 2) -Correct Answer-What is the minimum maturity date for a segregated fund contract? NAVPU = [total value of assets - liabilities] / [number of units outstanding]. (Reference: Chapter 2) -Correct ...
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Ajouter au panierSegregated Funds & Annuities - Chapter 2 Exam Questions and Answers 10 years. (Reference: Chapter 2) -Correct Answer-What is the minimum maturity date for a segregated fund contract? NAVPU = [total value of assets - liabilities] / [number of units outstanding]. (Reference: Chapter 2) -Correct ...
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Segregated Funds and Annuities (SFA) Exam 2024
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Segregated Funds and Annuities (SFA) Exam 2024 What is Segregated Funds LLQP - SFA VL 01 - Correct Answer-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 featur...
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Aperçu 4 sur 58 pages
Ajouter au panierSegregated Funds and Annuities (SFA) Exam 2024 What is Segregated Funds LLQP - SFA VL 01 - Correct Answer-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 featur...
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Segregated Funds & Annuities - Chapter 6 Exam Questions and Answers
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Segregated Funds & Annuities - Chapter 6 Exam Questions and Answers In a spousal RRSP who names the beneficiary? -Correct Answer-The recipient of the deposits names the beneficiary The annuitant. (Reference: Chapter 6) -Correct Answer-In a segregated fund contract, who is the person on whose l...
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Ajouter au panierSegregated Funds & Annuities - Chapter 6 Exam Questions and Answers In a spousal RRSP who names the beneficiary? -Correct Answer-The recipient of the deposits names the beneficiary The annuitant. (Reference: Chapter 6) -Correct Answer-In a segregated fund contract, who is the person on whose l...
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Segregated Funds & Annuities - Chapter 1 Exam
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Segregated Funds & Annuities - Chapter 1 Exam A GIC (Reference: Chapter 1) -Correct Answer-A client wants to ensure the full original investment will be repaid, plus a profit. What would be an appropriate recommendation for this client? Interest. (Reference: Chapter 1) -Correct Answer-Mary owns...
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Aperçu 2 sur 5 pages
Ajouter au panierSegregated Funds & Annuities - Chapter 1 Exam A GIC (Reference: Chapter 1) -Correct Answer-A client wants to ensure the full original investment will be repaid, plus a profit. What would be an appropriate recommendation for this client? Interest. (Reference: Chapter 1) -Correct Answer-Mary owns...
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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? -C...
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Aperçu 1 sur 4 pages
Ajouter au panierSegregated 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? -C...
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Seg Funds and Mutual Funds Exam Questions and Answers (Graded A)
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Seg Funds and Mutual Funds Exam Questions and Answers (Graded A) On November 6, 2016 Jenny purchased a $200,000 non-registered segregated fund that invests in Canadian equities. The segregated fund has a 10 year, 75% maturity guarantee. If this fund matures on November 6, 2026 with an account va...
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Aperçu 2 sur 5 pages
Ajouter au panierSeg Funds and Mutual Funds Exam Questions and Answers (Graded A) On November 6, 2016 Jenny purchased a $200,000 non-registered segregated fund that invests in Canadian equities. The segregated fund has a 10 year, 75% maturity guarantee. If this fund matures on November 6, 2026 with an account va...
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Seg Mock Exam 8 Questions and Answers
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Seg Mock Exam 8 Questions and Answers Sheldon's investment portfolio is comprised of both registered and non-registered accounts. He is aware that his holdings in registered accounts are tax-sheltered, but any investment income in his non-registered account will be taxed. Therefore, Sheldon is l...
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Aperçu 3 sur 25 pages
Ajouter au panierSeg Mock Exam 8 Questions and Answers Sheldon's investment portfolio is comprised of both registered and non-registered accounts. He is aware that his holdings in registered accounts are tax-sheltered, but any investment income in his non-registered account will be taxed. Therefore, Sheldon is l...
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Seg Mock Exam 6 Questions and Answers
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Seg Mock Exam 6 Questions and Answers Johnson is a member of a Group Registered Retirement Savings Plan (GRRSP), to which he and his employer each contribute 5% of his earnings. He is planning to leave his employer for a higher paying job. Johnson wonders whether his GRRSP has vested and whether ...
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Aperçu 3 sur 23 pages
Ajouter au panierSeg Mock Exam 6 Questions and Answers Johnson is a member of a Group Registered Retirement Savings Plan (GRRSP), to which he and his employer each contribute 5% of his earnings. He is planning to leave his employer for a higher paying job. Johnson wonders whether his GRRSP has vested and whether ...
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Seg Mock Exam 5 Questions with correct Answers
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Seg Mock Exam 5 Questions with correct Answers Darrin is single and wants to invest some money to pass on to his children. He has decided on a segregated fund for the investment. He does not intend to use any of the invested money during his lifetime. He intends to continue investing in the segre...
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Aperçu 1 sur 4 pages
Ajouter au panierSeg Mock Exam 5 Questions with correct Answers Darrin is single and wants to invest some money to pass on to his children. He has decided on a segregated fund for the investment. He does not intend to use any of the invested money during his lifetime. He intends to continue investing in the segre...
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Chapter 20 Segregated Funds Exam Questions and Answers
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Chapter 20 Segregated Funds Exam Questions and Answers Which body is responsible for ensuring that federally regulated insurance companies are adequately capitalized under the requirements of the federal Insurance Companies Act? A. CLHIA 0% B. Assuris C. OSFI D. IIROC -Correct Answer-C.A fede...
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Aperçu 2 sur 7 pages
Ajouter au panierChapter 20 Segregated Funds Exam Questions and Answers Which body is responsible for ensuring that federally regulated insurance companies are adequately capitalized under the requirements of the federal Insurance Companies Act? A. CLHIA 0% B. Assuris C. OSFI D. IIROC -Correct Answer-C.A fede...
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Seg Fund Exam Questions with correct Answers
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Seg Fund Exam Questions with correct Answers Question 1 Grace's personal net worth shows the following assets: • RRIF: $420,000, all invested in GICs • Home: $560,000 • Cottage: $320,000 • Savings account: $70,000 She also has the following liability: • Mortgage on the cottage: $4...
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Aperçu 4 sur 185 pages
Ajouter au panierSeg Fund Exam Questions with correct Answers Question 1 Grace's personal net worth shows the following assets: • RRIF: $420,000, all invested in GICs • Home: $560,000 • Cottage: $320,000 • Savings account: $70,000 She also has the following liability: • Mortgage on the cottage: $4...
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Seg Mock Exam 5 Questions with correct Answers
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Seg Mock Exam 5 Questions with correct Answers Darrin is single and wants to invest some money to pass on to his children. He has decided on a segregated fund for the investment. He does not intend to use any of the invested money during his lifetime. He intends to continue investing in the segre...
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Aperçu 1 sur 4 pages
Ajouter au panierSeg Mock Exam 5 Questions with correct Answers Darrin is single and wants to invest some money to pass on to his children. He has decided on a segregated fund for the investment. He does not intend to use any of the invested money during his lifetime. He intends to continue investing in the segre...
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Seg Mock Exam 3 with correct Answers
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Seg Mock Exam 3 with correct Answers Julie is heavily invested in an equity mutual fund. Her financial advisor tells her about the risks she faces with her investment. What are the risks associated with Julie's investment? a) Market risk and industry risk b) Market risk and credit risk c) Int...
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Aperçu 3 sur 25 pages
Ajouter au panierSeg Mock Exam 3 with correct Answers Julie is heavily invested in an equity mutual fund. Her financial advisor tells her about the risks she faces with her investment. What are the risks associated with Julie's investment? a) Market risk and industry risk b) Market risk and credit risk c) Int...
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