Allocations

Allocations

Professional Development

15 Qs

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Allocations

Allocations

Assessment

Quiz

Professional Development

Professional Development

Practice Problem

Easy

Created by

Serafim Nanos

Used 24+ times

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15 questions

Show all answers

1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

The best way to provide growth values to an advisor calling in about a SEG account is...

Look at the Capital Gains/Losses

Provide the Rate of Return

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Tax receipts are provided for Allocations received on registered accounts.

True

False

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Clients hold direct units of the underlying Mutual Funds when holding Segregated Funds.

True

False

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Units of a Segregated Fund Trust are considered notional units.

True

False

5.

MULTIPLE SELECT QUESTION

30 sec • 1 pt

What types of taxable income can you find on your Segregated funds tax receipt (T3)? (Select All that Apply)

Account Level Capital Gains/Losses

Fund Level Capital Gains/Losses

Distributions from the Underlying Mutual Fund

6.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Allocations are determined based on a calculation that takes into consideration how many units were held and how long the segregated fund was held.

True

False

7.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Every day is a record date for Segregated Funds.

True

False

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