Introduction to APP

Auto rebalancing is the same as active management.

• True

• False

Prescribed asset mixes are for an IP Group's assets in aggregate, not as individual accounts.

• True

• False

An IPQ is filled in on the computer.

• True

• False

Select the fund classes available to clients in APP. (Select all that apply)

• A

• E

• F

• I

• W

Clients can co-mingle different fund classes in a single account.

• True

• False

Which forms are automatically generated on the APP Advisor Tool after the client has filled in their IPQ, and completed their customizations? (Select all that apply)

• IPS

• Account Application

• CAF

Which of the following forms needs to be signed and sent back to CI (Managed Solutions Administration) upon the opening of a new account?

• IPS

• Class I Agreement

• CAF

State Street Global Advisors completed the forecasting of trends for APP.

• True

• False