Segregate - Study guides, Class notes & Summaries

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 - Ability to BY-Pass Probate - Creditor Proofing A segregated Fund is a great product but remember it's not Life Insurance! rather, it's an investment somewhat similar to a Mutual Fund. Guarantee ...

Segregated Funds and Annuities (SFA) Exam

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 features that mutual funds generally do not, such as: - Guarantees - Ability to BY-Pass Probate - Creditor Proofing A segregated Fund is a great product but remember it's not Life Insurance! rather, it...

Segregated Funds and Annuities Exam Questions and Answers

What is Segregated Funds LLQP - SFA VL 01 - 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 features that mutual funds generally do not, such as: - Guarantees - Ability to BY-Pass Probate - Creditor Proofing A segregated Fund is a great product but remember it's not Life Insurance! rather, it's an investment somewhat similar to a Mutual Fund...

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 Institutions (OSFI), is responsible for ensuring that federally regulated insurance companies are adequately capitalized. The federal Insurance Companies Act governs these solvency requirements. Segregat...

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 above the principal Liquidity -Correct Answer-quick, easy, conversion to cash, without affecting value Volatility -Correct Answer-fluctuation in investment value Leveraging -Correct Answer-borrowing mo...

Segregated Funds & Annuities (Advocis Material) with Complete SolutionsSegregated Funds & Annuities (Advocis Material) with Complete SolutionsSegregated Funds & Annuities (Advocis Material) with Complete Solutionsfront end load - 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 - ANSWER-A segregated fund in a _____is bound by the rule that apply to all_____. Therefore, the oldest age at whi...

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 receives a dividend from her stock. How is the dividend taxed?

Chapter 20 Segregated Funds Questions and Answers 100% Pass 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 Institutions (OSFI), is responsible for ensuring that federally regulated insurance companies are adequately capitalized. The federal Insurance Com...