WorksheetsDigital Value Program
Total questions: 10
Worksheet time: 5mins
In order to earn a monthly fee rebate, which two new categories are now available to clients?
A personal credit card and mortgage.
A residential mrtg – i.e. the RBC Homeline Plan & a business relationship.
Two active banking accounts
A personal investment such as a GIC and an RBC Direct Investing account.
In order to earn monthly account fee rebates, what monthly activities would a client need to complete?
Making an e-Transfer.
Monthly cash withdrawal from an ATM.
Setting up a monthly bill payment and direct deposit to the bank account..
Using debit card for purchases at POS or by using Virtual Visa Debit card.
Eligibility for rebates and points earned in a given month will be evaluated on the _____ day of the subsequent month.
5th
1st
15th
Last
Can you view your statements immediately after switching to Electronic Preference?
No, I can only view statements moving forward from the date I switch
I can view the past 6 months of statements from the date I switch
I can view up to 7 years of historical statements 2 business days after switching.
I can view up to 7 years of historical statements immediately after switching
How many $ should be in the investment account to be considered as an active product in the value program.
500
100
5000
1000
Is a homeline plan considered as an eligible mortgage for the Value Program?
TRUE
FALSE
CERB and EI do not qualify as direct deposit for value program rebate.
TRUE
FALSE
The new Value Program provides clients with:
Free unlimited bank drafts
Rebates on their monthly account fees
RBC Rewards points for shopping with debit
Option 3 and 4
Can the client earn rewards by Pre- Authorized Debit?
TRUE
FALSE
As you continue to get to know your client, you find out that they are trying to save money towards a large purchase but are finding it hard to establish the savings routine, what digital solution(s) could you show your client prior to recommending an appointment with a colleague?
Online Banking
Direct Investing
Nomi Find and Save
RBC InvestEase
