IWM CSC June Quiz

Reviewed by Editorial Team

The ProProfs editorial team is comprised of experienced subject matter experts. They've collectively created over 10,000 quizzes and lessons, serving over 100 million users. Our team includes in-house content moderators and subject matter experts, as well as a global network of rigorously trained contributors. All adhere to our comprehensive editorial guidelines, ensuring the delivery of high-quality content.

Learn about Our Editorial Process

| By Jennanderson

Jennanderson

Community Contributor

Quizzes Created: 1 | Total Attempts: 62

| Attempts: 62

Quiz Flashcard

Questions

Feedback

During the Quiz End of Quiz

Difficulty

Sequential Easy First Hard First

Share on Facebook Share on Twitter Share on Whatsapp Share on Pinterest Share on Email Copy to Clipboard Embed on your website

1/14 Questions

Where can advisors access the Online Transactions Portal? (1 mark)
- Repsource
- SMART
- Client Manager
- FundServ

About This Quiz

This is an on-line Quiz. You have been scheduled 30 minutes to take this quiz. Please see Colleen or Jenn if you need assistance.
Thank you.

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.

Rate this question:
3.

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.

Rate this question:
4.

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.

Rate this question:
5.

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.

Rate this question:
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)

Correct Answer
False

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

Rate this question:
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)

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.

Rate this question:
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)

Correct Answer
False

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

Rate this question:
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)

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.

Rate this question:
10.

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.

Rate this question:
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 +

Our quizzes are rigorously reviewed, monitored and continuously updated by our expert board to maintain accuracy, relevance, and timeliness.

Current Version
Mar 18, 2023

Quiz Edited by
ProProfs Editorial Team
Jun 18, 2009

Quiz Created by
Jennanderson

Iwm CSC June Quiz

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

Quiz Preview

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

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

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

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

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)

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)

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)

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)

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

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

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

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)

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