Financial Terms (CapOne) by CEES

Anna wants to open a bank account that allows her to do transactions such as withdrawals in ATMs, payments and transfers between accounts. Anna wants a ____.

• Insurance Fee

• Credit card

• Debit card

• User agreement

Sarah called to her bank's customer service line. A recording answered the call, and she followed the instructions to get the information she needed. Sarah used the ____.

• IVR (Interactive Voice Response)

• IVR (Interactive Variable Result)

• IVR (Interstate Voice Reason)

• IVR (International Voice Recognition)

John is calling his bank's customer service line because there is a purchase in his credit card report he didn't order. John might have been a victim of a ____.

• Misuse

• Payment

• Debt

• Fraud

David needs money urgently, so he decides to make a ____ to get some cash from his credit card account.

• user agreement

• insurance fee

• cash advance

• rebate

Linda went to her favorite mall because she heard about some discounts. She paid for a new hairdryer, and she will get a 15% ____ in her next purchase.

• misuse

• rebate

• PIN

• dispute

Joseph wants to buy a life insurance for him and his family, but he must first read the ____ to know all the conditions.

• grace period

• insurance fee

• insurance policy

• replenishment

Elizabeth wants a special credit card for her daughter. She needs the card to have a limit that will not refresh after each cycle or after payment. She wants a(n) ____.

• declining balance card

• account card

• private brand card

• credit limit increase

Louise acquired an insurance policy for her car. Now she needs to call the bank's customer service line because she doesn't remember how much money she will pay monthly. She needs to know the ____.

• POS (point of sale)

• prepaid card

• insurance policy

• insurance fee

William wants to have the opportunity of buying the things he needs to repair his house and make other purchases, even if he doesn't have the cash in his pocket nor in his bank account. William needs a ____.

• credit card

• debit card

• prepaid card

• POS (point of sale)

Rose wants to give her son a birthday gift. She doesn't know what to buy, so she decided to give him a ____ so he can spend a specific amount of money buying whatever he wants, leaving no debts behind.

• credit card

• prepaid card

• private brand card

• user agreement