WorksheetsWPC PFC Q2 Workshop
Total questions: 9
Worksheet time: 18mins
What are the focus funds for WPC PFC 2019 (Multiple Choice)
ASNBV
Principal Greater China Fund
Principal Asia Pacific Dynamic Income
RHB Asian Income
Eastspring Global Target Income
EVERGREEN funds are suitable for what type of customer
Customer with high risk tolerance
Customer that looking for a less volatile fund with decent return
Customer that looking for fund with best return
Customer that cant accept losses when investing
What type of market is currently Malaysia in
Uptrend
Range bound
Downtrend
What type of strategy do you adopt in a range bound market
Lumpsum
Dollar cost average
What type of strategy should you adopt in an uptrend market?
Lumpsum
Dollar cost average
What should you look for when measuring the risk of a fund (Multiple Choice)
Annualized return
Standard Deviation
Maximum Drawdown
Fund's highest & lowest price
In a volatile market, which asset class should you focus on?
Equity
Fixed Income
Multi Asset
Where can you get a simplified version of funds to offer to customer
WPC PFC Focus Fund
CIMB Bank Focus Fund
RM / BM Recommendation
What are the compulsory things you should do when presenting an investment plan? (Multiple Choice)
Present FIMM License
Conduct Customer RPQ before invest
Provide Fund Prospectus
Provide Fund Product Highlight Sheet
Provide Fund Fund Fact Sheet
