Random Flashcards
1
Q
What channels do Killik use
A
LinkedIn Yoututbe Insta Facebook X
2
Q
When must you give final response for a complaint
In what time frame must you tell the client they can go to the Ombs
A
8 weeks
6 months
3
Q
Vulnerability
A
Health
Life Events
Bereavement
Financial Literacy
Other
4
Q
If someone changes residency
A
Change in circumstances form
5
Q
What conducts automated checks of KYCs
A
rainbird
6
Q
What are the legacy services
A
Multi manager – old PMS
Managed portfolio - MIS
Advised portfolio - to AIS
