True or false?

Matching savings and investment products to client needs requires understanding of risk, return, tax efficiency, and time horizon

Which term matches: "£500/year tax-free (2024/25)"

What does "Shares in ISAs" mean?

Type the term that means: "£500/year tax-free (2024/25)"

Fill in the blank

______ — no tax on dividends or gains

Which term matches: "Open-ended; priced based on underlying assets; investors buy/sell units"

What does "OEICs (Open Ended Investment Companies)" mean?

Match each term in "Collective Investment Schemes" to its meaning

Tap a term, then tap its matching definition.

Fill in the blank

______ — Closed-ended; shares trade on stock exchange at premium/discount to NAV

Which term matches: "Annual allowance £20,000 (2024/25); tax-free growth and income; no CGT"

What does "Lifetime ISA" mean?

Type the term that means: "Annual allowance £20,000 (2024/25); tax-free growth and income; no CGT"

Match each term in "Tax-Incentivised Investments" to its meaning

Tap a term, then tap its matching definition.

Fill in the blank

______ — 30% income tax relief; CGT deferral; loss relief

Which term matches: "Using ESG factors in investment analysis"

What does "Negative screening" mean?

Match each term in "Environmental, Social, Governance (ESG)" to its meaning

Tap a term, then tap its matching definition.

True or false?

ISA allowances and types, Lifetime ISA rules, EIS/SEIS/VCT relief rates, collective investment types, and the inverse bond/interest rate relationship

Which term matches: "higher yield than gilts; credit risk depends on issuer"

What does "Coupon" mean?

Match each term in "Additional notes" to its meaning

Tap a term, then tap its matching definition.

Fill in the blank

______ — interest rates rise → bond prices fall