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Consumer banking > Topic 9- Investment > Flashcards

Topic 9- Investment Flashcards

1
Q

What are the types of investment services?

A 
investment management service
custodial/nominee service
foreign currency deposits 
ESA
EPS 
Overdraft lines
margin trading
unit trust
structured deposit
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2
Q

What are the kinds of stockbroker?

A

remisier

dealer

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3
Q

What are the bank services for share trading

A

ESA

EPS

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4
Q

What are the share financing services

A

overdraft

margin trading services

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5
Q

What are the features of structured deposits?

A

additional returns
min. investment amount
principal protection
no fees

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6
Q

What are the factors to consider in selecting an investment?

A

financial needs and time horizon

risk versus returns

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7
Q

What are the ways banks promote and differentiate their investment products

A

investment advice and products
wider product choice
tie-ups between banks and stockbroking firms
active promotion

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8
Q

What are the types of channels of distribution of investment products

A

electronic

traditional

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9
Q

What are the electronic channels of distribution

A 
online trading (unit trusts, shares)
voice activated trading
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10
Q

What are the traditional channels of distribution

A

traditional bank branches
third party
investment centres or shops

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11
Q

What are the main types of life insurance

A 
whole
term
endowment
investment linked
life annuity
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12
Q

What are the main types of general insurance

A

home insurance
motor insurance
misc accident insurance

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13
Q

What are the main types of home insurance

A

houseowner
householder
strata title
mortgage insurance

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14
Q

What are the main types of motor insurance

A

third party, fire, theft

comprehensive

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15
Q

What are the main types of accident insurance

A

property insurance
fidelity guarantee
insurance of persons

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16
Q

What are examples of property insurance

A

theft policies

money insurance

17
Q

What are the examples of insurance of persons

A

personal accident insurance
travel insurance policies
medical insurance

18
Q

What are the main distribution channel of insurance companies?

A 
agents
brokers
financial advisors
bank branch network
direct channels
19
Q

What are the challenges in the singapore insurance industry?

A

new dist. channels
ageing population
upgrading standards of asset management

Consumer banking (10 decks)

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