CI Ops - Registered Transfer Tracking

CI Ops - Registered Transfer Tracking

Professional Development

15 Qs

quiz-placeholder

Similar activities

Insurance Concepts

Insurance Concepts

Professional Development

10 Qs

Ω Deliveries 3

Ω Deliveries 3

Professional Development

11 Qs

PK-CCA-May 21

PK-CCA-May 21

Professional Development

15 Qs

ICAT RECAP

ICAT RECAP

Professional Development

10 Qs

PKT Supply_Week-2_July'22

PKT Supply_Week-2_July'22

Professional Development

10 Qs

Banking

Banking

Professional Development

17 Qs

Supply-PKT-June-1

Supply-PKT-June-1

Professional Development

20 Qs

Knowledge Management

Knowledge Management

Professional Development

10 Qs

CI Ops - Registered Transfer Tracking

CI Ops - Registered Transfer Tracking

Assessment

Quiz

Other

Professional Development

Practice Problem

Medium

Created by

LearningAnd Development

Used 4+ times

FREE Resource

AI

Enhance your content in a minute

Add similar questions
Adjust reading levels
Convert to real-world scenario
Translate activity
More...

15 questions

Show all answers

1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What does RTT stand for?

Retirement Transfer Tracking

Registered Transfer Trail

Registered T2033 Tracking

Registered Transfer Tracking

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What type of transfers are tracked?

Incoming in-cash registered transfers

Incoming in-kind registered transfers

Incoming switches

Incoming in-cash non-registered transfers

3.

MULTIPLE SELECT QUESTION

45 sec • 1 pt

RTTs are set up using which of the following documents? (Select all that apply)

T1036

T2033

CI Application form

T2151

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which dealer can set up RTTs using via iAPP?

Sun Life

Assante

Mackenzie

Edward Jones

5.

MULTIPLE SELECT QUESTION

45 sec • 1 pt

Which plan types cannot have RTTs set up? (Select all that apply)

RESPs

Non-registered

TFSAs

LIRA

6.

DRAG AND DROP QUESTION

45 sec • 1 pt

System generated letters are sent to the (a)   and ​ (b)   to follow up on outstanding transfers.

relinquishing institution
advisors
clients
dealership
Resolutions

7.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

RTTs are cancelled automatically on the ___ business day.

10th

30th

45th

70th

Create a free account and access millions of resources

Create resources

Host any resource

Get auto-graded reports

Google

Continue with Google

Email

Continue with Email

Classlink

Continue with Classlink

Clever

Continue with Clever

or continue with

Microsoft

Microsoft

Apple

Apple

Others

Others

Already have an account?