Financial Advisor VUL Exam - Investment Assets and Key Considerations in Investment

21問 • 11ヶ月前

Angela Daet

通報

問題一覧

The duties of the trustees of unit trust do not include:

Managing the portfolio of investment and administering the buying and selling of shares in the unit trust itself

In a Unit Trust Investment, the duties of a Trustee include all of these EXCEPT:

Selects and manages the investments of the Trust.

What are the advantages of investing in preferred shares? I. It gives shareholders the right to a fixed dividend II. Has the priority over company assets during dissolution III. They enjoy benefit of capital appreciation

I, II and III

Which statement about cash is TRUE?

Amount invested in cash is dependent on the size of the cash flow requirement.

Investing in bonds offer the following advantages EXCEPT

It enables the investors an opportunity for capital appreciation

What are the ADVANTAGES in investing in preferred shares? I. It has priority on company assets during dissolution. II. It has a benefit of capital appreciation. III. The shareholder has the right to a fixed dividend.

I, II and III only

Which of the following are fixed income securities? I. Corporate Stocks II. Government Bonds III. Preferred Shares IV. Money Market Instruments V. Properties

I, II, III and IV

Which of the following investment options entitles the holder ownership and share of profits in the form of dividend appreciation?

Ordinary Shares

Rank the following in term of their liquidity, from the least liquid to the most liquid. I. Short Term Securities II. Property III. Cash IV. Equities

II, IV, I, III

A Unit Trust is __________________________:

Established by a trust deed which enables a trustee to hold the pool of money and assets in trust on behalf of the investor

What are the disadvantages of investing in cash and deposits? I. It is the safest type of investment. II. They provide the lowest return. III. There is reinvestment risk.

II and III only

Which of the following are types of corporate stocks? I. Debenture stocks II. Government stocks III. Loan stocks IV. Money Market Instruments V. Convertible Stocks

I, III and V only

Factors in consider in buying Properties: I. Quality of land II. The Location of land III. The value of building on land IV. The investment V. Place of work

I, II and III only

What are the basic types of real estate investment? I. Rural Property II. Domestic Property III. Agricultural Property IV. Commercial/Industrial Property V. Foreign Property

II, III and IV only

What are the disadvantages of investing in common shares? I. Dividends are paid not more than fixed rates II. Investors are exposed to market and specific risks III. Shares can become worthless if company becomes insolvent

II, III

What is the most suitable investment instrument for an investor who is interested in protecting his principal and receiving a steady stream of income?

Fixed income securities

The disadvantage of fixed income securities include… I. The coupon rate is fixed and cannot respond to inflation. II. The investors are exposed to market specific risks. III. Fluctuations in bond prices may lead to capital losses.

II and III only

Which of the following statements about investment objective is FALSE?

People invest money in fixed deposits to produce high and guaranteed returns

The amount of risk a person can take depends on: I. Age II. Investment Objectives III. Financial conditions IV. Personality

All of the above

People generally invest their money to provide: I. An improvement in their financial position II. A less comfortable standard of living III. Retirement income IV. Funds for paying necessary expenses and taxes when the person dies

I, III, and IV

These statements are true EXCEPT

Investing in fixed deposits gives high guaranteed returns.

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問題一覧

The duties of the trustees of unit trust do not include:

Managing the portfolio of investment and administering the buying and selling of shares in the unit trust itself

In a Unit Trust Investment, the duties of a Trustee include all of these EXCEPT:

Selects and manages the investments of the Trust.

I, II and III

Which statement about cash is TRUE?

Amount invested in cash is dependent on the size of the cash flow requirement.

Investing in bonds offer the following advantages EXCEPT

It enables the investors an opportunity for capital appreciation

I, II and III only

Which of the following are fixed income securities? I. Corporate Stocks II. Government Bonds III. Preferred Shares IV. Money Market Instruments V. Properties

I, II, III and IV

Which of the following investment options entitles the holder ownership and share of profits in the form of dividend appreciation?

Ordinary Shares

Rank the following in term of their liquidity, from the least liquid to the most liquid. I. Short Term Securities II. Property III. Cash IV. Equities

II, IV, I, III

A Unit Trust is __________________________:

Established by a trust deed which enables a trustee to hold the pool of money and assets in trust on behalf of the investor

What are the disadvantages of investing in cash and deposits? I. It is the safest type of investment. II. They provide the lowest return. III. There is reinvestment risk.

II and III only

Which of the following are types of corporate stocks? I. Debenture stocks II. Government stocks III. Loan stocks IV. Money Market Instruments V. Convertible Stocks

I, III and V only

Factors in consider in buying Properties: I. Quality of land II. The Location of land III. The value of building on land IV. The investment V. Place of work

I, II and III only

What are the basic types of real estate investment? I. Rural Property II. Domestic Property III. Agricultural Property IV. Commercial/Industrial Property V. Foreign Property

II, III and IV only

II, III

What is the most suitable investment instrument for an investor who is interested in protecting his principal and receiving a steady stream of income?

Fixed income securities

II and III only

Which of the following statements about investment objective is FALSE?

People invest money in fixed deposits to produce high and guaranteed returns

The amount of risk a person can take depends on: I. Age II. Investment Objectives III. Financial conditions IV. Personality

All of the above

I, III, and IV

These statements are true EXCEPT

Investing in fixed deposits gives high guaranteed returns.