Survey Maker Survey Templates Contact Privacy & Security

Accounts & Procedures

A visually appealing image showing a bank setting with people discussing financial documents and accounts, featuring visual elements like calculators, pens, and notes.

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!

12 Questions3 MinutesCreated by ManagingFunds202

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?

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?

{"name":"Accounts & Procedures", "url":"https://www.quiz-maker.com/QPREVIEW","txt":"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 questionsInstant feedback on your answersLearn while you play!","img":"https:/images/course1.png"}