LLQP Seg Funds Colin

This class was created by Brainscape user Colin Chalmers. Visit their profile to learn more about the creator.

By: Colin Chalmers
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Decks in this class (16)

Chapter 1 - Investment and Savings
What is a gic 1,
What is the minimum investment fo...,
What is the cipf 3
85  cards
Chapter 2 - Seg Funds
Seg Funds
57  cards
Chapter 3 - Annuities
What is capital protection in a l...,
In a life annuity with capital pr...,
What is an impaired life annuity 3
60  cards
Chapter 4 - Investor Profile
What rights does a pensioner s sp...,
What two variables are known in a...,
What type of pension plan represe...
83  cards
Chapter 5 - Recommendations
How is the net asset value per un...,
How is the annuity rate quoted in...,
What else resets during a reset p...
15  cards
Chapter 6 - Seg Fund Contracts
What is the effective date of a s...,
If a purchase order is submitted ...,
What should a contributor underst...
18  cards
Chapter 7 - Annuity Contracts
What is a key requirement when op...,
What is a joint life annuity 2,
Can you think of an example where...
17  cards
Chapter 8 - Group
What is a capital accumulation pl...,
Name three exceptions to the lock...,
What happens to the funds in a ca...
26  cards
Chapter 2 - Provincial Prep
What does navpu stand for and how...,
On what days is navpu typically d...,
What are the two core guarantees ...
76  cards
Chapter 3 - Provincial Prep
Define a payout annuity vs an acc...,
Immediate vs deferred annuity 2,
Term certain vs single life vs jo...
70  cards
Chapter 4 - Provincial Prep
How is net worth calculated 1,
Why does monthly cash flow matter...,
Rrsp contribution room core formu...
27  cards
Chapter 5 - Provincial Prep
What document must accompany ever...,
When comparing funds what s the g...,
List the required elements of a s...
75  cards
Chapter 6 - Provincial Prep
Who can submit a segregated fund ...,
What number must appear on all mo...,
Is the reason why letter optional 3
51  cards
Chapter 7 - Provincial Prep
Are annuity contracts insurance p...,
Does rescission always apply to a...,
Registered payout annuity who mus...
56  cards
Chapter 8 - Provincial Prep
What is the difference between a ...,
What does vesting mean 2,
What is a capital accumulation pl...
65  cards
Chapter 1 - Provincial Prep
What are guaranteed vs non guaran...,
Define compounding 2,
How do withdrawals affect compoun...
35  cards

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LLQP Seg Funds Colin

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