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CISI ICWIM Exam With Confidence Using Practice Dumps

Exam Code:
ICWIM
Exam Name:
International Certificate in Wealth & Investment Management
Vendor:
Questions:
174
Last Updated:
Apr 3, 2025
Exam Status:
Stable
CISI ICWIM

ICWIM: CISI level 3 Certificate in Wealth & Investment Management Exam 2025 Study Guide Pdf and Test Engine

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International Certificate in Wealth & Investment Management Questions and Answers

Question 1

The ongoing charges figure for a mutual fund should be included in its:

Options:

A.

Key features document

B.

Key investor information document

C.

Prospectus

D.

Terms of business

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Question 2

The UCITS regulations have been integral to introducing a common format for:

Options:

A.

Company accounts

B.

Corporate actions

C.

Key investor information documents

D.

Trade settlement

Question 3

According to Modern Portfolio Theory (MPT), portfolios below the efficient frontier are not efficient because:

Options:

A.

They attract additional charges

B.

Risk-free assets are not profitable

C.

The investor assumes proportionately higher risk for lower incremental returns

D.

A greater return could be achieved for the same risk