game

A person who holds ownership shares in company is known as a:

• Shareholder

• Tax advisor

• Real estate broker

• Wealth manager

Which is the following is a service that typically falls under wealth management?

• Investing in equity through individual stocks

• Managing and planning for taxes

• Purchasing real estate for rental income

• All of above

What type of account is typically used for daily transactions like paying bills or withdrawing cash?

• Saving account

• Checking account

• Mutual funds

• Real estate

What does the term "overdraft" refer to?

• A type of bank loan

• A service allowing customers to withdraw more money than is available in their account.

• A deposit made to a bank account

• A fixed term deposit account

What involves planning your financial affairs to minimize tax liabilities legally?

• Shareholders

• Retirement planning

• Tax planning

• Tax liabilities

The teller used a................... to bundle the bills.

The customer placed their finger on the ........................... to verify their identity.