LATEST ICWIM EXAM REVIEW & ICWIM EXAM QUESTIONS PDF

Latest ICWIM Exam Review & ICWIM Exam Questions Pdf

Latest ICWIM Exam Review & ICWIM Exam Questions Pdf

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Tags: Latest ICWIM Exam Review, ICWIM Exam Questions Pdf, ICWIM New Question, ICWIM Reliable Dumps Files, ICWIM Torrent

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CISI ICWIM Exam Questions Pdf - ICWIM New Question

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CISI International Certificate in Wealth & Investment Management Sample Questions (Q111-Q116):

NEW QUESTION # 111
Why is the process of prioritising the protection needs of your client important?

  • A. It provides an opportunity to establish a benchmark
  • B. It allows you and the client to agree on an affordable plan
  • C. To protect your firm from risk
  • D. To establish the net worth of your client

Answer: B

Explanation:
The prioritisation of protection needs is crucial in financial planning as it ensures that a client's financial situation is safeguarded against unforeseen risks, such as illness, death, or loss of income. The "Know Your Customer" (KYC) process plays a key role in assessing financial obligations and affordability.
* Affordability & Suitability: The client and adviser must agree on an affordable plan that aligns with their financial capabilities.
* Risk Mitigation: Protecting against financial risks ensures stability before focusing on wealth accumulation.
* Regulatory Requirements: The Financial Conduct Authority (FCA) mandates that advisers ensure financial plans are affordable and suitable for clients (FCA Handbook).
* Industry Best Practices: Before recommending investments, advisers prioritise protection through life insurance, income protection, or critical illness cover.
# Reference: CISI Wealth & Investment Management (Client Protection Strategies), FCA Conduct of Business Sourcebook (COBS).


NEW QUESTION # 112
Which type of corporate action can only occur if a resolution is passed to forgo pre-emption rights?

  • A. Placing
  • B. Share buyback
  • C. Warrant exercise
  • D. Stock split

Answer: A

Explanation:
A placing is a method of issuing new shares to specific investors rather than offering them to existing shareholders. For a placing to proceed, existing shareholders' pre-emption rights (the right to buy new shares before others) must be waived, which requires a resolution to be passed.


NEW QUESTION # 113
Why do investors demand a risk premium?

  • A. To cover the expenses of the fund manager
  • B. To compensate them for accepting additional risk
  • C. So that they can outperform the benchmark
  • D. To cover the tax payments on profitable trades

Answer: B


NEW QUESTION # 114
Tax relief that can be claimed to prevent overseas profits being taxed twice is known as:

  • A. Double Taxation Relief
  • B. Dividend Taxation Relief
  • C. Overseas Taxation Relief
  • D. Double Taxation Agreement

Answer: A

Explanation:
Double Taxation Relief (DTR) is a mechanism to prevent individuals or companies from paying tax on the same income in two different jurisdictions. This is critical for taxpayers with international earnings or investments. The relief is typically provided under double taxation agreements (DTAs) between countries.


NEW QUESTION # 115
To minimise risk and maximise diversification, a portfolio should hold securities with:

  • A. Positive correlation and low standard deviation
  • B. Negative correlation and low standard deviation
  • C. Positive correlation and high standard deviation
  • D. Negative correlation and high standard deviation

Answer: B

Explanation:
A well-diversified portfolio reduces risk by holding assets that are negatively correlated (i.e., they move in opposite directions).
* Why Negative Correlation?
* When one asset class declines, the other may rise, reducing overall portfolio volatility.
* Why Low Standard Deviation?
* Lower standard deviation means less volatility, making the portfolio more stable.
* Example:
* Stocks and bonds typically have negative correlation-when stock prices fall, bond prices tend to rise.
# Reference: Modern Portfolio Theory (Harry Markowitz), CFA Institute (Risk Diversification).


NEW QUESTION # 116
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