Splat - a - Squid
Use your vast knowledge of the new FNZ Platform to blast those ghastly Squid's.
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Topics of this game:
- What is the maximum fee that a DIM can take?
- What is the maximum one -off withdrawal that we can facilitate on a JISA?
- I have Phased Investment set up on my current CIB. I have now assigned 50% of my CIB to my partner. Will the Phased Investment continue on their new Sub - Account?
- Product Cash is now at nil value. We will sell down the assets to create 6 months of worth of fees. What is this called?
- I currently have a TIP on my CIA. I would also like to instruct my FA to sell down 100% of my CIA (15k) and move the proceeds into my ISA. Can this go through at the same time as my current TIP?
- How many Investment Trusts are available?
- Who can create AND publish a Portfolio on FNZ?
- What is the minimum opening amount for a CIB coming in as a transfer?
- I am assigning a quarter of my CIB away to a family member and currently am close to my 5% of deferred tax. Will this be carried over to their new sub account?
- Why might a client have a surrender value on their ISA that is lower than the current value?
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