
CI CS- Group Plan Quiz
Authored by LearningAnd Development
Professional Development
Professional Development
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10 questions
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1.
MULTIPLE SELECT QUESTION
45 sec • 1 pt
Who all are the parties associated with a CI Group Plan account? (Select all that apply)
Group Sponsor/ Employer
Employee
Financial Advisor
Group Administrator
2.
DRAG AND DROP QUESTION
1 min • 1 pt
In a Group Plan, employer contributions are mandatory. (a)
3.
MULTIPLE SELECT QUESTION
45 sec • 1 pt
What type of accounts can be held under a Group Plan? (select all that apply)
Open
RRSP/TFSA
APP
RESP
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Who can contribute to a DPSP account?
Employee
Employer
5.
MULTIPLE SELECT QUESTION
45 sec • 1 pt
What documents are required to set up a new Group Plan account? (Select all that apply)
CI account application form
Group plan change form
Group plan employer information form
CI automated remission form
6.
MULTIPLE SELECT QUESTION
45 sec • 1 pt
CI requires a Letter of Direction (LOD) to remove a member from the Group Plan and remove Group Designation. Who can authorize the LOD? (Select all that apply)
Client
Financial Advisor
Employer/Plan administrator
7.
MULTIPLE SELECT QUESTION
45 sec • 1 pt
Who can access the information regarding group plan purchases and breakdown of employee/employer contributions at a group level?
Financial advisor
Plan administrator
Employee
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