Iwm CSC June Quiz

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| By Jennanderson
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Jennanderson
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Quizzes Created: 1 | Total Attempts: 62
| Attempts: 62
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  • 1/14 Questions

    Where can advisors access the Online Transactions Portal? (1 mark)

    • Repsource
    • SMART
    • Client Manager
    • FundServ
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Online Exam Quizzes & Trivia

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  • 2. 

    An online trade can be cancelled by the user after 4:00 p.m.. True or False? Type your answer below. (1 mark)

    Explanation
    The statement "An online trade can be cancelled by the user after 4:00 p.m." is false. This implies that a user can cancel an online trade after 4:00 p.m., which is not true. The cancellation window for an online trade typically ends before 4:00 p.m. Therefore, the correct answer is false.

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  • 3. 

    When is it acceptable for a user to add deposits using the Portal? (1 mark)

    • Internal Transfers without cheques in hand

    • Cheque is in users hand for deposit

    • Client is on their way to the office with the cheque

    • Transfer company is sending the cheque using overnight courier

    Correct Answer
    A. Cheque is in users hand for deposit
    Explanation
    It is acceptable for a user to add deposits using the Portal when the cheque is in the user's hand for deposit. This means that the user physically has the cheque and can input the necessary information into the Portal for deposit processing.

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  • 4. 

    MGA and National Account Advisors are able to submit their transactions directly to Manulife Head Office using Online Transactions.  True or  False? Type your answer below. (1 mark)

    Correct Answer
    False
    Explanation
    MGA and National Account Advisors are not able to submit their transactions directly to Manulife Head Office using Online Transactions.

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  • 5. 

    If an advisor cannot see their client's information on inSight, it might be related to their Repsource Profile. True or False? Type your answer below. (1 mark)

    Correct Answer
    True
    Explanation
    If an advisor cannot see their client's information on inSight, it might be related to their Repsource Profile. This means that the statement "If an advisor cannot see their client's information on inSight, it might be related to their Repsource Profile" is true. The Repsource Profile could potentially have settings or permissions that restrict the advisor's access to certain client information on inSight.

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  • 6. 

    A user can process a $49,000 withdrawal on a Jointly owned plan using Online Transactions (STP). True or False? Type your answer below. (1 mark)

    Correct Answer
    False
    Explanation
    A user cannot process a $49,000 withdrawal on a Jointly owned plan using Online Transactions (STP).

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  • 7. 

    A user will be able to see trades processed using online transactions the next day on inSight? True or False? Type your answer below. (1 mark)

    Correct Answer
    True
    Explanation
    The statement is true. A user will be able to see trades processed using online transactions the next day on inSight. This implies that inSight provides real-time updates and displays the trades that have been successfully processed through online transactions within a day.

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  • 8. 

    What type of CSD is created on AWD for every online transaction submitted? (1 mark)

    • ADJ

    • ACCTG

    • WORK

    • APPHISTORY

    Correct Answer
    A. WORK
    Explanation
    The correct answer is WORK because in the question it is mentioned that a CSD (Customer Service Document) is created on AWD (Automated Work Distributor) for every online transaction submitted. Therefore, the CSD created for every online transaction is called WORK.

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  • 9. 

    On which screen does the SEND button appear in the portal? (1 mark)

    • Documents Required

    • Investments

    • Contract Summary

    • Monthly Deposits

    Correct Answer
    A. Contract Summary
    Explanation
    The SEND button appears on the Contract Summary screen in the portal.

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  • 10. 

    What is the sub-category on the logger to be used for Escalated Online Transaction Support Calls? (1 mark)

    • InSight

    • Online Transactions

    • System

    • Escalated Online Transactions

    Correct Answer
    A. Online Transactions
    Explanation
    The sub-category on the logger to be used for Escalated Online Transaction Support Calls is "Online Transactions". This category is specifically designated for handling support calls related to online transactions that require escalation.

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  • 11. 

    What are the four definitions of an Escalated Online Transaction Call? (4 marks)

  • 12. 

    What is the path to the Advisor Tutorials for Online Transactions? (3 marks)

  • 13. 

    InSight Online Transactions has technology that will allow the Independent Advisors and MGA's to submit the business online to Manulife.  What are Five things Online Transactions can do? (Not "specific" transactions-check your e-mails) (5 marks)

  • 14. 

    What link, user ID and password is to be used in the training region of online transactions? (3 marks)

Quiz Review Timeline (Updated): Mar 18, 2023 +

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  • Current Version
  • Mar 18, 2023
    Quiz Edited by
    ProProfs Editorial Team
  • Jun 18, 2009
    Quiz Created by
    Jennanderson

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