Retention Quiz

What is the first main rule of the job?

• Always give financial advice

• Stop thinking for the client

• Maximize client's profits

• Always follow client's instructions

What should you do if you have not written comments in the CRM?

• Just inform your team leader

• It is okay, you can do it later

• It means that the interaction did not happen

• Ignore it

During the second call, what is one of the primary objectives?

• Collect withdrawal requests

• Install new software

• Close previous trades

• Offer a bonus

What happens when a client’s margin level drops below 100%?

• The client should close all trades

• The client can open more trades

• The client gets a margin call

• It's ok, should be below 100% by protocol

What should the margin level be for all clients on MT5?

• 100-120%

• 110-130%

• 120-150%

• 130-160%

How many trades should a client with a balance between $1,000 and $2,500 open?

• 3-5 trades

• 5-7 trades

• 7-11 trades

• 9-15 trades

What is the leverage for clients with balances between $10,000 and $100,000?

• 1:50

• 1:100

• 1:200

• 1:300

How often does earning season occur?

• Quarterly

• Bi-annually

• Annually

• Monthly

Match the following

• ETF

• Initial Public Offering

• POI

• Tax-Free Savings Account

• SEC

• Securities and Exchange Commission

• TFSA

• Proof of Identity

• IPO

• Exchange-Traded Fund

What is IPO ?