CI Ops - PPA
Quiz
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Other
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Professional Development
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Practice Problem
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Medium
LearningAnd Development
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18 questions
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1.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Which CI form is used to set up PPA?
Edward Jones DCA Form
Portfolio Percentage Allocation Form
New CI Application Form
Automatic Rebalancing Service Form
2.
OPEN ENDED QUESTION
3 mins • Ungraded
What information is required to set up PPA?
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Answer explanation
1. Fund %
2. Variance
3. Method (account/fund level)
4. Frequency
3.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
The default variance is
2.5%
5.%
7.5%
10%
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
The default frequency is
Monthly
Quarterly
Semi-Annually
Annually
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
The default method is
Account level
Fund Level
Immediate
6.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Which of these scenarios would you send to Resolutions?
The fund name is missing
The variance is missing
The frequency is missing
The target mix does not add up to 100%
7.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
The rebalancing process is done on the fund, not the load (FEL/DSC/LL).
True
False
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