An investment society giving information about savings and investment options
Test 5 part 2
20:00
Questions
(Answered 0 / 10)

Questions 11-13

Choose the correct letter, A, B or C.

11.The SIS is
12.The SIS
13.SIS accounts with the same customer number

Questions 14-20
Complete the table below.

Write NO MORE THAN TWO WORDS AND/OR A NUMBER for each answer.

SAVINGS OPTIONS

Savings Account Minimum balance Interest Information Access
Internet Account
None
Earn good rate from first dollar. Calculated daily and paid monthly
Via Internet, TXT, telephone. No account or 14 fees
Stairs Saver
None - but higher rates for bigger balances
3 tiers plus 15. Calculated daily and paid monthly
Unlimited withdrawals but better to limit to once a month
16
None
One interest rate, calculated daily and paid on 17
Anytime—no penalty for withdrawals

INVESTMENT OPTIONS

Investment Account Minimum deposit Interest Information Access
Term Deposit - Safe and 18, low risk
$1,000
Calculated daily and paid monthly, quarterly, or at maturity
Only at maturity
19 - longer term but better returns
$5,000
Calculated daily and compounded or paid out quarterly
Only at maturity
Retirement Fund
A certain percentage of 20 before tax
Different levels of risk and return
At 60