R06 - April 2023 Self Test Questions Flashcards
1
Q
State why an adviser should review Ken and Mary’s ATR before providing financial advice (8)
A
.
2
Q
State the benefits of Ken continuing with his FAD when he has retired (14)
A
.
3
Q
Explain to Mary why the amount held in her deposit account may not be suitable for her circumstances (8)
A
.
4
Q
State the main benefits of Nick and Shirin having a diversified portfolio (5)
A
.
5
Q
Comment on the suitability of Nick and Shirin continuing to hold UK Equity fund within their stocks and shares ISAs (5)
A
.
6
Q
State the benefits and drawbacks of a salary sacrifice arrangement to increase pension benefits (8)
A
.
