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Segregated Funds and Annuities Bundled Exams with Complete Solution | Expert Verified 2024 | Guaranteed Success
Segregated Funds and Annuities Bundled Exams with Complete Solution | Expert Verified 2024 | Guaranteed Success
[Montrer plus]Segregated Funds and Annuities Bundled Exams with Complete Solution | Expert Verified 2024 | Guaranteed Success
[Montrer plus]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 C.A federal regulatory body, the Office of the Superintendent of Financial 
Insti...
Aperçu 2 sur 11 pages
Ajouter au panierWhich 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 C.A federal regulatory body, the Office of the Superintendent of Financial 
Insti...
What document must a client be given prior to completing an application for an individual 
Variable Insurance Contract (IVIC)? Information folder: the information folder contains 
all of the essential information for an informed purchasing decision, thus, it must be given to 
the client before he co...
Aperçu 2 sur 5 pages
Ajouter au panierWhat document must a client be given prior to completing an application for an individual 
Variable Insurance Contract (IVIC)? Information folder: the information folder contains 
all of the essential information for an informed purchasing decision, thus, it must be given to 
the client before he co...
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: 
- Guarantees 
- ...
Aperçu 4 sur 100 pages
Ajouter au panierWhat 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: 
- Guarantees 
- ...
Which type of annuity is most appropriate for a young investor with ample income and is 
primarily interested in investment growth? An accumulation annuity. 
(Reference: Chapter 3) 
Tony wishes to purchase an annuity, but is concerned interest rates will rise significantly. What 
can Tony do to prot...
Aperçu 2 sur 9 pages
Ajouter au panierWhich type of annuity is most appropriate for a young investor with ample income and is 
primarily interested in investment growth? An accumulation annuity. 
(Reference: Chapter 3) 
Tony wishes to purchase an annuity, but is concerned interest rates will rise significantly. What 
can Tony do to prot...
What is the minimum maturity date for a segregated fund contract? 10 years. 
(Reference: Chapter 2) 
What is the NAVPU Formula? NAVPU = [total value of assets - liabilities] / [number 
of units outstanding]. 
(Reference: Chapter 2) 
Jenna invests $40,000 in a 75% / 75% segregated fund. Upon maturity...
Aperçu 2 sur 8 pages
Ajouter au panierWhat is the minimum maturity date for a segregated fund contract? 10 years. 
(Reference: Chapter 2) 
What is the NAVPU Formula? NAVPU = [total value of assets - liabilities] / [number 
of units outstanding]. 
(Reference: Chapter 2) 
Jenna invests $40,000 in a 75% / 75% segregated fund. Upon maturity...
A GIC 
(Reference: Chapter 1) 
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) 
Mary owns stock in a US-based company which trades on the Nasdaq exchange. Mary receiv...
Aperçu 3 sur 17 pages
Ajouter au panierA GIC 
(Reference: Chapter 1) 
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) 
Mary owns stock in a US-based company which trades on the Nasdaq exchange. Mary receiv...
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