CSIB/Private Banking
Name 3 types of borrowing available to Private Banking Clients
What is Everyday Banking Lending, Investment Lending and Specialty Lending ?
How many Unit Trusts/Funds are distributed in total?
What is 12?
This common investment fund is usually mistaken as a type of mutual fund
What is an Exchange Traded Fund (ETF)?
Name 2 performance-related pieces produced monthly by our Product team
What are:
Performance at a Glance
Fact Sheet
Monthly Performance Reviews
Monthly Thought Piece
When was Corporate Sales merged with Investment Banking to become Corporate Solutions and Investment Banking?
What is June 2023?
An investment service in which customers set up regular deposits to be automatically contributed to their investment.
What is a PAC?
Name the 4 pillars of investing
What is:
Invest Early
Invest Regularly
Diversify
Stay Invested
A mutual fund that seeks to provide a mixture of safety, income and capital appreciation. It invests in a mix of fixed income and equity investments, usually with specific minimum and maximum proportions.
What is a Balanced Fund?
What is the criteria for referring clients to Corporate Solutions and Investment Banking?
What is Turnover of JA$300M or US$1M in investable assets?
These 2 Funds offer Class D distribution options
What are the Money Market Fund and the USD Bond Fund?
This is an investment strategy in which individuals divide their investment portfolios between different diverse asset classes to minimize investment risks
What is asset allocation?
This tool lists 90 excuses for not investing
What is the Big Picture Chart/Invest for the Long-run?
Scotia Wealth Manegement specializes in serving clients’ Total Wealth needs, who have at least US$500,000 in investable assets or complex credit needs. Our services are particularly beneficial for those with a higher net worth and those who can ______________ to maximize available opportunities.
What is leverage complex credit facilities?
3 benefits of investing in mutual funds/unit trusts
What are:
professional management, diversification, convenience, affordability, access to your money, access to markets
This 2-word phrase describes the three investment categories: cash and equivalents, fixed income and equities.
What is an asset class?
This is the year BNS started operating in Jamaica.
What is 1889?
Based on the complexity of your needs, we work in coordination with your dedicated team of Scotia Wealth Management specialists to create your personal Total Wealth strategy, which provides strategies and solutions to help you preserve your wealth, protect your legacy and invest for future generations. Name 3 strategies or services available to PB Clients?
What is Wealth Optimization Strategy, Trust Services and Fiduciary and Philanthropic Services?
The objective of this Fund is to maximize total Jamaican dollar return to investors by primarily investing in a diversified mix of US dollar denominated fixed income instruments.
What is the Scotia Premium US Dollar Indexed Fund?
"Time changes constantly, so pinning down its effects takes a little bit of math. _______ uses the perspective of time to assess the sensitivity of bond prices to changes in interest rates."
What is Duration?
Which parish did Sabrina Cooper grow up in and which high school did she attend?
What is Kingston and Immaculate Conception?