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Joel Mitchell
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Decks in this class (17)
Topic 1: Introducing the Financial Industry
What are the four main reasons wh...,
What is the key difference betwee...,
A financial transaction that is c...
8
cards
Topic 2: Economic policy and financial regulation
S,
What are the four key macroeconom...,
What is a potential negative cons...
10
cards
Topic 3: UK Taxation 1
A person who is uk resident for t...,
A person may become uk domiciled ...,
Which of the following is not ass...
10
cards
Topic 4: UK Taxation 2
Melanie bought a painting in a ch...,
For how many years can the annual...,
To qualify for roll over relief a...
10
cards
Topic 5: State Benefits and HMRC Tax Credits
Why is it important for a financi...,
Once universal credit is fully im...,
Which of the following is not a f...
10
cards
Topic 6: Direct Investments - Cash & Fixed Interest Securities
A bank deposit account is a good ...,
What if any is the minimum age at...,
Interest on ns i income bonds is ...
11
cards
Topic 7: Other Direct Investments
Direct investment in shares is lo...,
Name three factors that can affec...,
What are the implications for the...
10
cards
Topic 8: Collective Investments
With regard to unit trusts what d...,
A unit trust fund s assets are ow...,
Who is responsible for payment of...
10
cards
Topic 9: Tax Wrappers
Stella aged 24 has invested 4 000...,
In what circumstances is an addit...,
In what circumstances is an addit...
10
cards
Topic 10: Pension Products
Marta is 37 and pays 3 per cent o...,
Explain what is meant by the term...,
What rate of tax relief is applie...
10
cards
Topic 11: Life Assurance
Where a claim is made on a term a...,
What is the main benefit of a con...,
Which of the following statements...
10
cards
Topic 12: Health & General Insurance
When gary was diagnosed with bowe...,
Marco a self employed painter and...,
Marco s partner lydia an hr manag...
10
cards
Topic 13: Secured and unsecured lending
1 define a a mortgagor and b a mo...,
Which of the following is not tru...,
For what reason might an isa not ...
10
cards
Topic 14: Understanding and satisfying customer needs
Which of the following would usua...,
Why is it important to establish ...,
Which of the following would norm...
10
cards
Topic 15: The main advice areas
What main factors affect the calc...,
What is the purpose of key person...,
Hegley surveying services wants t...
10
cards
Topic 16: Key Legal Concepts
0
cards
Topic 17: The FCAs aims and activities
0
cards
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