ISA Systems & Processes
Quiz
•
Fun
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Professional Development
•
Practice Problem
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Medium
Poppy Holmes
Used 29+ times
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10 questions
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1.
FILL IN THE BLANK QUESTION
20 sec • 1 pt
How long can an ISA transfer out take once we've received the request?
2.
MULTIPLE CHOICE QUESTION
20 sec • 1 pt
What form is used to request an ISA transfer in from a Stocks and Shares Lifetime ISA elsewhere to a Lifetime ISA with Skipton?
Lifetime ISA Transfer Authority form
Cash ISA Transfer Authority form
Stocks & Shares Transfer Authority form
Lifetime ISA Application form
3.
MULTIPLE CHOICE QUESTION
20 sec • 1 pt
True or False - If a customer initiates a cash ISA transfer in online, from an electronic provider, they don't need to fill in a transfer authority form.
True
False
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What type of ISA transfer always requires a physical transfer authority form to be filled in?
Electronic
Automatic
Manual
Online
5.
MULTIPLE CHOICE QUESTION
20 sec • 1 pt
Mr Cook has a remaining ISA allowance of £20k. He then transfers £10k of previous years ISA subscriptions from Barclays to Skipton. What is his remaining allowance?
£0
£10k
£20k
Unlimited
6.
FILL IN THE BLANK QUESTION
20 sec • 1 pt
What's the website used to pass security with other ISA providers?
7.
MULTIPLE CHOICE QUESTION
20 sec • 1 pt
If a customer calls looking to transfer their cash ISA from Barclays to Skipton, what should we be suggesting?
The customer can send the funds directly by bank transfer
We can send the ISA transfer authority form
Take a card payment from the customer
We can send the ISA amalgamation/revalidation form
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