HSBC Wealth Portfolio Plus (Pas Nexgen) Training Feedback
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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
Correct Answer
E. 5 - Extremely clearExplanation
The given answer suggests that the clarity of the training and the contents is extremely clear. This indicates that the training material and the content provided are easily understood and comprehensible. The information presented is likely well-organized, concise, and effectively communicated, resulting in a high level of clarity for the learners.Rate this question:
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- 6.
Was the material sufficient and relevant to the purpose of the training?
- A.
Yes
- B.
No
Correct Answer
A. YesExplanation
The material provided for the training was sufficient and relevant to the purpose. It covered all the necessary topics and information needed to achieve the training objectives. The participants were able to understand and apply the knowledge gained from the material effectively.Rate this question:
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- 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
Correct Answer
E. 5 - Very usefulExplanation
The given answer indicates that the respondent finds HSBC Wealth Portfolio Plus functionalities to be very useful in their engagement with customers. This suggests that the functionalities offered by HSBC Wealth Portfolio Plus are highly beneficial and effective in assisting the respondent in their interactions with customers.Rate this question:
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- 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
Correct Answer
E. 5 - EasyExplanation
The explanation for the answer "5 - Easy" is that HSBC Wealth Portfolio Plus provides a user-friendly and intuitive platform for constructing portfolios. It offers a wide range of investment options and tools that make it easy for investors to select and allocate their assets according to their risk tolerance and investment goals. The platform also provides comprehensive research and analysis resources, making it easier for investors to make informed decisions. Overall, the ease of portfolio construction on HSBC Wealth Portfolio Plus is high, making it a convenient option for investors.Rate this question:
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- 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
Correct Answer
E. 5 - EasyExplanation
The given answer suggests that fulfilling goals and goal tracking on HSBC Wealth Portfolio Plus is easy. This implies that the platform provides user-friendly features and tools that make it simple for individuals to set and track their goals effectively. It indicates that users can easily navigate through the platform and access the necessary resources and information needed to monitor and achieve their financial objectives.Rate this question:
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- 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
Correct Answer
E. 5 - EasyExplanation
The correct answer is 5 - Easy. This suggests that portfolio review and rebalancing on HSBC Wealth Portfolio Plus is a straightforward and uncomplicated process. It implies that users can easily assess their portfolios and make necessary adjustments without much difficulty or complexity.Rate this question:
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- 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
Correct Answer
E. 5 - Very usefulExplanation
The given answer suggests that the exposure, risk, and scenario analytics functionality is highly valuable and beneficial. It implies that the functionality provides significant insights and analysis, enabling users to make informed decisions and effectively manage their exposure to risks and potential scenarios. This functionality likely offers comprehensive data analysis, visualization, and predictive capabilities, empowering users to proactively identify and mitigate risks, optimize their strategies, and maximize their outcomes.Rate this question:
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- 12.
Are you confident that you can use the new HSBC Wealth Portfolio Plus "live" with customers?
- A.
Yes
- B.
No
Correct Answer
A. YesExplanation
The answer "Yes" suggests that the person is confident in their ability to use the new HSBC Wealth Portfolio Plus "live" with customers. This indicates that they feel comfortable and capable in utilizing the new system in real-time interactions with customers.Rate this question:
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- 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
Correct Answer
D. All of the aboveExplanation
All of the above customers are suitable for HSBC Wealth Portfolio Plus. The "adventurous" investor with 1 fund can benefit from the diverse investment options offered by the portfolio. The "speculative" investor with 100% global fixed income can take advantage of the potential returns from this specific asset class. The "balanced" investor with 7 funds, including 3 with approximately 90% risk contribution, can achieve a mix of risk and return that aligns with their investment goals. Therefore, all three types of investors can find suitable options within HSBC Wealth Portfolio Plus.Rate this question:
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- 14.
HSBC is collaborating with BlackRock Aladdin to provide risk and scenario analysis capabilities under HSBC Wealth Portfolio Plus.
- A.
True
- B.
False
Correct Answer
A. TrueExplanation
HSBC is indeed collaborating with BlackRock Aladdin to offer risk and scenario analysis capabilities as part of HSBC Wealth Portfolio Plus. This collaboration allows HSBC to enhance its wealth management services by leveraging BlackRock's Aladdin platform, which is known for its advanced risk management and investment analytics capabilities. By integrating these capabilities into HSBC Wealth Portfolio Plus, clients can benefit from more comprehensive and accurate risk assessment and scenario analysis, enabling them to make more informed investment decisions.Rate this question:
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- 15.
Customers are allowed to select their own funds to construct their own diversified portfolio.
- A.
True
- B.
False
Correct Answer
A. TrueExplanation
Customers being allowed to select their own funds means that they have the freedom to choose from a variety of investment options to build their portfolio. This allows them to diversify their investments by selecting funds from different asset classes, such as stocks, bonds, or mutual funds. By diversifying their portfolio, customers can spread their risk and potentially increase their chances of earning higher returns. Hence, the statement "Customers are allowed to select their own funds to construct their own diversified portfolio" is true.Rate this question:
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- 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
Correct Answer
D. All of the above are new functionalities under HSBC Wealth Portfolio PlusExplanation
The given answer states that all of the options mentioned - exposure and risk analytics, goal tracking, and scenario and stress testing - are new functionalities under HSBC Wealth Portfolio Plus. This means that none of these options can be considered as not a new functionality. Therefore, the correct answer is that all of the options mentioned are new functionalities under HSBC Wealth Portfolio Plus.Rate this question:
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- 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
Correct Answer
A. TrueExplanation
The statement is explaining that HSBC Wealth Portfolio Plus offers goal tracking for customers to continuously monitor and assess their goals. This feature enables customers to identify any necessary adjustments required to achieve their goals. Therefore, the answer is true.Rate this question:
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- 18.
HSBC Wealth Portfolio Plus is available for __________ customers.
- A.
Jade
- B.
Premier and Jade
- C.
Advance, Premier and Jade
Correct Answer
B. Premier and JadeExplanation
HSBC Wealth Portfolio Plus is available for Premier and Jade customers. This means that only customers who hold Premier or Jade accounts with HSBC can access and utilize the Wealth Portfolio Plus service.Rate this question:
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- 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
Correct Answer
C. 3,4,5Explanation
HSBC Wealth Portfolio Plus is available for customers with risk profiles 3, 4, and 5. This means that customers who have a moderate to high risk tolerance are eligible for this investment product. Risk profiles 3, 4, and 5 typically indicate that the customers are willing to take on a higher level of risk in order to potentially achieve higher returns on their investments.Rate this question:
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Quiz Review Timeline +
Our quizzes are rigorously reviewed, monitored and continuously updated by our expert board to maintain accuracy, relevance, and timeliness.
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Current Version
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Jan 30, 2023Quiz Edited by
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Nov 17, 2019Quiz Created by
Chengmummy
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