Accounts & Procedures
Accounts & Procedures Quiz
Test your knowledge of accounts and procedures in the financial services industry with our engaging quiz. Whether you're looking to refresh your understanding or learn something new, this quiz covers important concepts you should know.
- Multiple-choice questions
- Instant feedback on your answers
- Learn while you play!
If a customer isn't happy after opening their ISA or Bond, how long do they have to change it?
7 days
14 days
21 days
28 days
What is the minimum opening balance for a Fixed Rate Bond?
£5000
£1000
£1
£100
How many withdrawals can you make from a FRRS?
2
6
1
0
If you have 7 or more withdrawals on a Limited Access account, what does the interest rate fall to?
0.3%
0.05%
0.15%
0.03%
What does the 'E' stand for in the TEXAS model?
Easy
Educate
Encourage
Explain
What UFSS screen do we use to register Probate?
IAD06
IAD01
CUS01
CUS04
What is the initial timescale for a complaint relating to an electronic payment?
28 days
3 days
5 days
15 days
When can we give out account balances over the phone?
Once we have asked 3 personal and 1 account question
Not at all
If they state their name
Once completed standard security checks and an additional account specific question
What must an Enduring POA document have, if the donor has become mentally incapable?
A letter from the solicitors
A letter from the Donor
The cocument must be stamped on every page by a solicitor
Registered with the Office of public guardian
Name 2 examples of ID that are acceptable when a customer does not have a valid Passport or driving licence?
Blue Badge & Bus pass
Student ID & Water Bill
Firearms certificate & Credit card statement
Mortgage statement & recent Utility bill
What is the maximum that can be paid in to a Children's FFRS?
£100
£75
£125
£200
At what age can a child operate their own account, with parents permission?
12
7
10
16
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