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Morgans Financial
Question 01
A client requests urgent portfolio rebalancing during system maintenance. How would you manage this time-sensitive request?
Correct Answer 01
A client requests urgent portfolio rebalancing during system maintenance. How would you manage this time-sensitive request?
Contact IT for system status, inform client of delay, document request details, and prepare analysis for immediate action once systems are available.
Question 02
You notice a discrepancy in a client's trading account. What steps would you take to address this?
Correct Answer 02
You notice a discrepancy in a client's trading account. What steps would you take to address this?
Review transaction history, document the discrepancy, notify compliance team, and prepare clear explanation for client with resolution timeline.
Question 03
How would you explain the benefits of ETF investing to a new client unfamiliar with financial markets?
Correct Answer 02
How would you explain the benefits of ETF investing to a new client unfamiliar with financial markets?
Focus on diversification, lower costs, and market accessibility. Use simple examples to demonstrate how ETFs track market indices.
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