MBF 308 FINACLE WEALTH MANAGEMENT

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ASSIGNMENT

DRIVE	SUMMER 2014
PROGRAM	MBABF
SEMESTER	III
SUBJECT CODE & NAME	MBF 308 FINACLE WEALTH MANAGEMENT
CREDITS	1
MARKS	50

Note: Answer all questions. Kindly note that answers for 10 marks questions should be approximately of 400 words. Each question is followed by evaluation scheme.

Q. 1. Please calculate the following from the illustrative example given under “Problems”

Answer: After investigating Mrs M's complaint about her mortgage endowment policy, the firm made an offer in line with RU89. However, Mrs M was not at all certain if this was an appropriate remedy so she came to us. We confirmed that the firm should pay redress in accordance with RU89 and we asked it to update the sum offered. This was because of the length of time that had elapsed since it made its original offer.

The firm was reluctant to do this. We explained that Mrs

Q. 2. What percentage of total expenses is discretionary and what percentage is non discretionary

Answer: There are two options: discretionary and non-discretionary. A discretionary agreement gives Pacifica the ability to buy/sell investments without first contacting you. In practice, however, we involve clients in these decisions and try to get their approval first. A non-discretionary agreement requires Pacifica to receive written authorization from you before buying or selling any investment. Regardless of which type of management you choose, you will be

Q. 3. Where are the maximum expenses incurred

Answer:As with any business, running a mutual fund involves costs. For example, there are costs incurred in connection with particular investor transactions, such as investor purchases, exchanges, and redemptions. There are also regular fund operating costs that are not necessarily associated with any particular investor transaction, such as investment advisory fees, marketing and distribution expenses, brokerage fees, and custodial, transfer agency, legal, and accountants fees.  Some funds cover the costs associated with an individual investor’s transactions and account by imposing fees and charges directly on the investor at the time of the transactions (or

Q. 4.How much more should they take in terms of protection for Liabilities

Answer: Legal Liability: When using contracts or agreements, have a lawyer:

·         Explain your legal rights and obligations.

·         Ensure you have effectively transferred liability.

·         Determine if you have a properly worded legal document.

·         Witness the transaction.

·          

Q. 5.What is your general observations about Mr.&Mrs.A

Answer:                                       

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