Iwm CSC June Quiz

14 Questions
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Questions and Answers
  • 1. 
    Where can advisors access the Online Transactions Portal? (1 mark)
    • A. 

      Repsource

    • B. 

      SMART

    • C. 

      Client Manager

    • D. 

      FundServ

  • 2. 
    An online trade can be cancelled by the user after 4:00 p.m.. True or False? Type your answer below. (1 mark)
  • 3. 
    On which screen does the SEND button appear in the portal? (1 mark)
    • A. 

      Documents Required

    • B. 

      Investments

    • C. 

      Contract Summary

    • D. 

      Monthly Deposits

  • 4. 
    What is the sub-category on the logger to be used for Escalated Online Transaction Support Calls? (1 mark)
    • A. 

      InSight

    • B. 

      Online Transactions

    • C. 

      System

    • D. 

      Escalated Online Transactions

  • 5. 
    When is it acceptable for a user to add deposits using the Portal? (1 mark)
    • A. 

      Internal Transfers without cheques in hand

    • B. 

      Cheque is in users hand for deposit

    • C. 

      Client is on their way to the office with the cheque

    • D. 

      Transfer company is sending the cheque using overnight courier

  • 6. 
    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)
  • 7. 
    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)
  • 8. 
    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)
  • 9. 
    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)
  • 10. 
    What type of CSD is created on AWD for every online transaction submitted? (1 mark)
    • A. 

      ADJ

    • B. 

      ACCTG

    • C. 

      WORK

    • D. 

      APPHISTORY

  • 11. 
    What are the four definitions of an Escalated Online Transaction Call? (4 marks)
    Discuss
  • 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)
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