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Leonora Best
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Decks in this class (27)
Services
What are the the main services 1,
Who is managed investment service...,
Examples of segregated services 3
24
cards
Planning Tech Questions
What is the annual allowance 1,
How the does the annual allowance...,
At what level of income does it t...
34
cards
Who is Who (Killik)
Who is head of operations 1,
Who is in account opening 2,
Who is in onboarding 3
37
cards
Consumer Duty
Main consumer principle 1,
Cross cutting rules 2,
Four outcomes 3
3
cards
Risk
What are your ongoing personal re...,
Name the regulation that covers d...,
What is the time limit for us to ...
38
cards
IM Questions
What service would you use for no...,
Maximum sector allowance within g...,
Minimum market cap for not covere...
39
cards
Killik History & Ethos
In what year was killik co founded 1,
Who did paul killik work for befo...,
How many branches excluding ipswi...
17
cards
IM QS focused
Name the four themes 1,
What are the segregated services ...,
How might rising interest rates i...
19
cards
Economy
What is gdp 1,
What is cpi 2,
What is ppi 3
23
cards
Tax
Personal allowance limit of incom...,
Basic rate higher rate additional...,
Div allowance 3
20
cards
Estate Planning
Under rules of intestacy what is ...,
Cost of killik will for single an...,
Cost of killik lpa 3
12
cards
SILO
What products does silo offer 1,
What are the 5 investment plans a...,
Cost of silo 3
11
cards
Planning Process Qs
Head of wealth planning 1,
Advice process 2,
6 planning areas 3
9
cards
CRM
Info required to onboard clients 1,
When must you send an ex ante 2
2
cards
Random
What channels do killik use 1,
When must you give final response...,
Vulnerability 3
7
cards
Trusts
Why create a trust 6 points 1,
Bare trust 2,
Interest in possession trust life...
10
cards
Bonds
What is a bond 1,
Key features of a bond 2,
Corp bond features 3
14
cards
Pensions
Different types 1,
History 2,
State pension top up 3
25
cards
Fraud
Three classes of fraud 1,
Aim of fraud 2,
Max penalty 3
4
cards
ISAs
Jisa limit 1,
Lisa 2,
Aps 3
3
cards
EIS & VCT
What is an eis 1,
Tax benefits 2,
What is a vct 3
4
cards
Budget Changes
Cgt rates 1,
Nics 2,
Aim br relief 3
6
cards
Minimums
Special sits 1,
Iht service 2,
Fund based investments 3
4
cards
AIAs
Equity weightings cautious balanc...,
Natrs low medium high 2
2
cards
Voyant
Cpi 1,
Investment growth rates 2,
Long term care 3
3
cards
Protection
Ip 1,
Cic 2,
Ppi payment protection insurance 3
9
cards
Governance Structure
New governance structure 1
1
cards
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