HSBC Wealth Portfolio Plus (Pas Nexgen) Training Feedback

19 Questions | By Chengmummy | Last updated: Mar 15, 2022 | Total Attempts: 25

Questions

Settings

Create your own Quiz

Name and email are optional. If you wish to remain anonymous, please key 123 under the name field and [email protected] Com under the email field.

Questions and Answers

1.

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.
2.

Do you have any suggestion that would make the training better?
3.

Any other question relating to HSBC Wealth Portfolio Plus that you would like us to answer?
4.

If you answered "No", what additional help would you require?
5.

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
6.

Was the material sufficient and relevant to the purpose of the training?
- A.
  
  Yes
- B.
  
  No
7.

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
8.

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
9.

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
10.

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
11.

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
12.

Are you confident that you can use the new HSBC Wealth Portfolio Plus "live" with customers?
- A.
  
  Yes
- B.
  
  No
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