个人理财规划中的保护、储蓄与投资问题完整复习文档

更新时间：试题数量：购买人数：提供作者：

有效期：个月

章节介绍：共有个章节

收藏

我的练习

我的错题
(0道)

我的收藏
(0道)

我的斩题
(0道)

我的笔记
(0道)

专项练习

顺序练习 练习进度 0 / 0

随机练习 自定义设置练习量

模拟考试 仿真模拟

题型练习 按题型分类练习

易错题 精选高频易错题

学习资料 考试学习相关信息

搜索

题库预览

A term assurance policy:

Which of the following policies have premium review dates?

Peter Piper took out a 10 year Family Income Policy for a benefit of £20,000 per annum. After he dies what happens?

Which tax is paid on a qualifying life policy?

Which of the following is a low risk fund?

Which of the following apply to a conventional family income benefit policy?

In the selection of which of the following policies would the fact that a client is a higher rate taxpayer be relevant?

Who is more likely to need a life assurance policy, assuming they have no existing life cover?

Under a joint life first death level term assurance policy, on whose death, during the policy term, does the sum assured become payable?

What is the most suitable product for Eve who wants to provide protection for her family with a tax-free, annual income which would be payable on her death until her children reach age 18?

Which of the following product(s) normally provide a fixed regular income?

Which of the following circumstances is most likely to create a need for Investment advice?

What is most likely to affect the level of a client’s regular savings?

National Savings ISAs are taxed as follows:

Which of the following is suitable for someone wishing to invest £50 per month over a 5 year period?

An investment in a gold-mining company's shares is

To calculate the Gross Redemption Yield on a UK Government Bond the following information is required except :

Investment Trusts typically pay to their shareholders

Which of the following best describe Ordinary and Preference shares?

What are the main circumstances which can lead to financial hardship and, therefore, generate primary protection needs?