Loading…
CMFASPrepStudyingRES5
Switch exam
Financial advisory
RES5Financial Advisory Services✓In the portfolio bond example, a Dealing Account is set up when the investor elects to invest in:
A Dealing Account is established when the investor elects External funds, or a combination of External and Family funds or cash deposits, because funds are securities and buying and selling their units is dealing in securities.
The account is triggered by the securities-dealing nature of the chosen investments, not by the death benefit or a protection rider.
Practise more M9A Portfolio of Investments with an Insurance Element questions
Exam-style questions with worked answers, then full timed mocks. Free to start.
Build a daily practice habit — a few exam-style questions a day, with worked answers. Free to start.
Start practising →Original study material mapped to the public CMFAS M9A syllabus. Unofficial, not endorsed by MAS or SCI. Verify figures and rules against current guidance before relying on them.