Why Vanguard
In what year did we first take a stand for investors?
1975... and we haven't sat down since.
How many learning styles are there according to Honey & Mumford?
4
How many account types do we offer?
6:
ISA
JISA
GA
SIPP
MISA
MSIPP
What is the new minimum fee for clients holding less than £32,000 in invested assets?
£4 per month
What is the bus driver's hair colour?
Yours
Complete the following quote from John Bogle:
Don't look for the needle in the haystack...
Just buy the haystack!
______ are people who learn by doing. They like to involve themselves in new experiences, and will ‘try anything once’. They tend to act first and consider the consequences afterwards
Activists
The managed service is for people who do not have the Time, Skill or ____ to hold an execution only account.
Will
When do the new fee changes take affect?
31 January 2024
Who is our CEO
Salim Ramji
What are the 4 core Values?
Care
Inclusion
Integrity
Tenacity
________ are keen on trying things out. They look for new ideas that can be applied to the problem in hand. They like to get on with things and tend to be impatient with open-ended discussions; they are practical, down-to earth people.
Pragmatists
What are the top and bottom levels of the risk spectrum
What is the Managed ISA fee reducing to?
0.2%
Where is our corporate headquaters?
Malvern, Pennsylvania
What is at the centre of Vanguard's flywheel?
Driven by highly engaged crew
Name any one of the 4 stages of Kolb's Learning Cycle
Abstract Conceptualisation
Active Experimentation
Concrete Experience
Reflective Observation
How many funds do we offer on the UKPI platform?
86
How long does a someone have to close their account once becoming a US Person?
30 calendar days
WHo are the 3 people in training?
Lesene, Ru & John
What is our mission statement?
To take a stand for all investors, to treat them fairly, and to give them the best cance of investment success
What are Honey & Mumford's first names?
Peter & Alan
What are the 4 investment principles
Goals
Balance
Cost
Discipline
What 3 elements make up the Fund Management Fee
Ongoing
One Off
Transaction
How do you spell Ru's first name?
Ruaidhrí