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FSRE 2 · Product Due Diligence and Research
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Product Due Diligence and Research
What due diligence involves, why platforms need separate assessment, and what makes a platform suitable.
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Research and Due Diligence
Question 3
Which term matches: "must be able to justify recommending one product over all others"
Question 4
What does "Must assess" mean?
Question 5
Fill in the blank
______ — charges, features, financial strength of provider, past performance (not guarantee), terms
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The Use of Platforms
Question 7
Which term matches: "consolidated reporting, lower costs at scale, easier portfolio management"
Question 8
What does "Platform due diligence" mean?
Question 9
Type the term that means: "consolidated reporting, lower costs at scale, easier portfolio management"
Question 10
Fill in the blank
______ — financial strength, charges, technology, range of products, portability
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What the exam tests
What due diligence involves, why platforms need separate assessment, and what makes a platform suitable.
Question 12
True or false?
What due diligence involves, why platforms need separate assessment, and what makes a platform suitable