Fill in the blanks
FILL IN THE BLANKS GAME
The three elements of distress to consider when handling a complaint are Material distress, Material inconvenience and ________________ .
Financial Loss
Material Loss
Financial Distress
Financial Loss
FCA Definition of a Complaint is Any oral or written expression of ______________ whether justified or not.
Unhappiness
Dissatisfaction
Dissatisfaction
Discontent
FILL IN THE BLANKS GAME
When an bond/ISA account matures it gets moved to a matured funds account at ___________ For ISA's this is normal process if transferring out while the transfer processes.
0.10%
0.10%.
0.25%
0.05%
A joint account can only be made upon inception and before ____________, with authority from both parties unless they already hold a joint account with us
Completing
Funding
Funding
Maturity
FILL IN THE BLANKS GAME
‘The FCA defines a ____________________ is someone who, due to their personal circumstances, is especially susceptible to harm, particularly when a firm is not acting with appropriate levels of care.’
Vulnerable Customer
Unprotected Customer
Dissatisfied Customer
Vulnerable Customer
What happens when a new issue of a bond comes out? Previous bond is withdrawn from the date the new issue is brought out and is then given ________________ grace to fund the older issue before it becomes closed until maturity from further funding.
3 Working Days
7 Working Days
5 Working Days
7 Working Days
FILL IN THE BLANKS GAME
If a customer account matures on a Friday this would be paid out on the Monday which means the customer will recieve their money by Close of Business on ___________ at the very latest.
Monday
Tuesday
Tuesday
Wednesday
What does the A in TEXAS stand for? Thank Explain Explicit consent ___________ Signpost
Allow
Ask
Ask
Age
FILL IN THE BLANKS GAME
The four key drivers of vulnerbility is: Health Life Events Resilience ___________
Disability
Capability
Capability
Finances
If a customer is not happy with their outcome from a complaint they can contact the _______
FCA
FOS
FSCS
FOS
Fill in the blanks game
Jennie Gooding
Created on December 5, 2023
Shawbrook
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Transcript
Fill in the blanks
FILL IN THE BLANKS GAME
The three elements of distress to consider when handling a complaint are Material distress, Material inconvenience and ________________ .
Financial Loss
Material Loss
Financial Distress
Financial Loss
FCA Definition of a Complaint is Any oral or written expression of ______________ whether justified or not.
Unhappiness
Dissatisfaction
Dissatisfaction
Discontent
FILL IN THE BLANKS GAME
When an bond/ISA account matures it gets moved to a matured funds account at ___________ For ISA's this is normal process if transferring out while the transfer processes.
0.10%
0.10%.
0.25%
0.05%
A joint account can only be made upon inception and before ____________, with authority from both parties unless they already hold a joint account with us
Completing
Funding
Funding
Maturity
FILL IN THE BLANKS GAME
‘The FCA defines a ____________________ is someone who, due to their personal circumstances, is especially susceptible to harm, particularly when a firm is not acting with appropriate levels of care.’
Vulnerable Customer
Unprotected Customer
Dissatisfied Customer
Vulnerable Customer
What happens when a new issue of a bond comes out? Previous bond is withdrawn from the date the new issue is brought out and is then given ________________ grace to fund the older issue before it becomes closed until maturity from further funding.
3 Working Days
7 Working Days
5 Working Days
7 Working Days
FILL IN THE BLANKS GAME
If a customer account matures on a Friday this would be paid out on the Monday which means the customer will recieve their money by Close of Business on ___________ at the very latest.
Monday
Tuesday
Tuesday
Wednesday
What does the A in TEXAS stand for? Thank Explain Explicit consent ___________ Signpost
Allow
Ask
Ask
Age
FILL IN THE BLANKS GAME
The four key drivers of vulnerbility is: Health Life Events Resilience ___________
Disability
Capability
Capability
Finances
If a customer is not happy with their outcome from a complaint they can contact the _______
FCA
FOS
FSCS
FOS