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FSRE 2 · Ongoing Service and Reviews
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Ongoing Service and Reviews
The difference between proactive and reactive servicing, when specialist referrals are needed, and the obligation to evidence ongoing service.
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Ongoing Service and Reviews
3.13.1 – 3.13.4 Ongoing Service
Question 3
True or false?
3.13.1 – 3.13.4 Ongoing Service
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What the exam tests
The difference between proactive and reactive servicing, when specialist referrals are needed, and the obligation to evidence ongoing service.
Question 5
True or false?
The difference between proactive and reactive servicing, when specialist referrals are needed, and the obligation to evidence ongoing service
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Additional notes
Question 7
Which term matches: "Adviser initiates reviews; checks whether circumstances have changed; ensures plan remains suitable"
Question 8
What does "Reactive servicing" mean?
Question 9
Match each term in "Additional notes" to its meaning
Tap a term, then tap its matching definition.
Question 10
Fill in the blank
______ — Regular reviews may identify new needs (new child, inheritance, job change)