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ISA Basics

Total questions: 10

Worksheet time: 3mins

Name
Class
Date
1.

What is the interest penalty for closing a 2 Year Fixed Rate ISA early?

a)

90 days

b)

120 days

c)

180 days

d)

240 days

2.

What is the final date of the tax year?

a)

4th April

b)

5th April

c)

6th April

d)

31st December

3.

What's the maximum amount of interest that the personal savings allowance allow a customer to earn tax free?

a)

None

b)

£100

c)

£500

d)

£1,000

4.

What is the Junior ISA allowance?

a)

£4,000

b)

£9,000

c)

£20,000

d)

Unlimited

5.

In what tax year did the overall ISA allowance become £20,000?

a)

2021/2022

b)

2016/2017

c)

2015/2016

d)

2017/2018

6.

What forms would be required for a customer to open a cash ISA and arrange an ISA transfer in?

a)

General Application form & ISA Transfer Authority form

b)

ISA Application form & ISA Amalgamation/Revalidation form

c)

ISA Application form & ISA Transfer Authority form

d)

ISA Application form and Transfer History form

7.

The two methods that an ISA can be transferred from one provider to another are manual and

(a)  

8.

How long does a customer have to cancel any newly added ISA money?

a)

There is no cancellation period

b)

21 days

c)

7 days

d)

14 days

9.

How many cash ISAs can a customer pay new money into per tax year?

(a)  

10.

Who is the Chief Executive of Skipton Building Society?

a)

David Cutter

b)

Stuart Hare

c)

Ian Cornelius

d)

Stuart Haire