HSBC Wealth Portfolio Plus (Pas Nexgen) Training Feedback

19 Questions | Total Attempts: 22

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HSBC Wealth Portfolio Plus (Pas Nexgen) Training Feedback

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Questions and Answers
  • 1. 
    Please rank the clarity of the training and the contents.
    • A. 

      1 - Not at all clear

    • B. 

      2

    • C. 

      3 - Clear

    • D. 

      4

    • E. 

      5 - Extremely clear

  • 2. 
    Was the material sufficient and relevant to the purpose of the training?
    • A. 

      Yes

    • B. 

      No

  • 3. 
    If you answered "No", please tell us what additional materials you would like to have. Even if you answered "Yes", feel free to suggest additional materials that you think would help.
  • 4. 
    Please rank the usefulness of HSBC Wealth Portfolio Plus functionalities in your engagement with customers.
    • A. 

      1 - Not useful

    • B. 

      2

    • C. 

      3 - Average

    • D. 

      4

    • E. 

      5 - Very useful

  • 5. 
    Please rank the ease of portfolio construction on HSBC Wealth Portfolio Plus.
    • A. 

      1 - Difficult

    • B. 

      2

    • C. 

      3 - Neutral

    • D. 

      4

    • E. 

      5 - Easy

  • 6. 
    Please rank the ease of fulfilling goals and goal tracking on HSBC Wealth Portfolio Plus. 
    • A. 

      1 - Difficult

    • B. 

      2

    • C. 

      3 - Neutral

    • D. 

      4

    • E. 

      5 - Easy

  • 7. 
    Please rank the ease of portfolio review and rebalancing on HSBC Wealth Portfolio Plus.
    • A. 

      1 - Difficult

    • B. 

      2

    • C. 

      3 - Neutral

    • D. 

      4

    • E. 

      5 - Easy

  • 8. 
    Please rank the usefulness of the exposure, risk and scenario analytics functionality.
    • A. 

      1 - Not useful

    • B. 

      2

    • C. 

      3 - Average

    • D. 

      4

    • E. 

      5 - Very useful

  • 9. 
    Do you have any suggestion that would make the training better?
  • 10. 
    Any other question relating to HSBC Wealth Portfolio Plus that you would like us to answer?
  • 11. 
    Are you confident that you can use the new HSBC Wealth Portfolio Plus "live" with customers?
    • A. 

      Yes

    • B. 

      No

  • 12. 
    If you answered "No", what additional help would you require?
  • 13. 
    Choose the customer(s) who is/are suitable for HSBC Wealth Portfolio Plus.
    • A. 

      An "adventurous" investor with holding of 1 fund

    • B. 

      A "speculative" investor with 100% global fixed income

    • C. 

      A "balanced" investor with 7 funds, and 3 of the funds are approximately 90% risk contribution

    • D. 

      All of the above

  • 14. 
    HSBC is collaborating with BlackRock Aladdin to provide risk and scenario analysis capabilities under HSBC Wealth Portfolio Plus.
    • A. 

      True

    • B. 

      False

  • 15. 
    Customers are allowed to select their own funds to construct their own diversified portfolio.
    • A. 

      True

    • B. 

      False

  • 16. 
    Which of the following is not a new functionality under HSBC Wealth Portfolio Plus?
    • A. 

      Exposure and risk analytics

    • B. 

      Goal tracking

    • C. 

      Scenario and stress testing

    • D. 

      All of the above are new functionalities under HSBC Wealth Portfolio Plus

  • 17. 
    Goal tracking under HSBC Wealth Portfolio Plus allows customers to monitor and review their goals on an ongoing basis, and identify any changes needed to achieve their goals.
    • A. 

      True

    • B. 

      False

  • 18. 
    HSBC Wealth Portfolio Plus is available for __________ customers.
    • A. 

      Jade

    • B. 

      Premier and Jade

    • C. 

      Advance, Premier and Jade

  • 19. 
    HSBC Wealth Portfolio Plus is available for customers with risk profiles ___________.
    • A. 

      1,2,3,4,5

    • B. 

      2,3,4,5

    • C. 

      3,4,5

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