Chilly Offerings
The rate of the 36 month term deposit
What is 2.10%
The amount a member can contribute to their TFSA for 2020.
What is $6000
Deadline for contributing to an RRSP for 2020
What is March 2, 2020
Name the term length of an investment loan.
What is 1 year.
The amount of the Get Your Share new member offering that we are using to entice new memberships during the campaign.
What is $200
The rate of the 18 month term deposit
What is 1.65%
The length of the TFSA promotional term deposit.
What is 180 days
A member has had $5000 in their basic savings for the past two years and $1000 in their chequing account from a recent payroll deposit They want to put the full $6000 into an 18 month RSP investment. Name the portion that is considered new funds.
What is $1000
Name the two types of loans we are offering during the campaign.
What is an Investment loan
What is a Catch-Up loan
Terms are only available for registered products.
What is false
The last day of the promotion
What is March 2, 2020
The person/s responsible for knowing a member's TFSA contribution limit.
Who is the member
Net research grants, taxable alimony or maintenance payments and CPP are all considered as this.
What is earned income.
Investment loans can be used for these types of investments.
What is an RRSP investment, TFSA invesment, Wealth management product or a non-registered investment.
Name the Responsible Investments Specialists in our branch.
Who are Katie Dempster, Manjeet Chahal, Twyla Schmidt, and Justin Schritt.
Three objectives of the Winter Investment Campaign.
What is to increase sales and traffic to NSFS
What is to retain our member's RRSP, RRIF, TFSA, and non-registered funds
What is to empower our members to save through automatic payments
What is to educate our communities about RIs
What is to attract new registered (including TFSA) and non-registered funds from both members and non-members
The age that a BC resident can open a TFSA
What is 19
List one advantage / benefit of an automatic contribution to RRSPs.
What is .....
Name the minimum and the maximum amount for a Catch-Up loan
What is a minimum of $1,000 and no maximum.
List the activities that are required for branch training this year.
What is reading the branch package.
What is reading the Understanding RRSP booklet and Understanding TFSA booklet.
Name two pictures on our campaign posters for this year.
What is a dog in a hammock
What are two otters
What is a boy running through water
A member is contributing $6000 to their TFSA. $2500 is currently sitting in their savings account for the past year. The other $3500 is coming from their account at BMO. Name the portion of these funds that can be put into the promotional TFSA 180 day term.
What is all of it.
Name the age a member has to convert their RSP to a RIF
What is 71
Name the rate for the Investment loan
What is NSCU's prime rate at the time the loan is negotiated.
List two advantages / benefits of the promotional term deposits.
What is .....