BanFin_Finals_QUIZ

A customer wants to invest in a product that offers life insurance along with a savings component. Which type of non-banking institution should they approach?

• Credit Union

• Mutusl Fund

• Life insurance company

• Mortgage Company

You want to obtain to buy a house and lot but prefer a non-banking institution. Which type of institution is most suitable?

• Mortgage company

• Life insurance company

• Hedge fund

• Investment bank

A non-profit organization wants to manage its surplus funds in a low-risk investment. Which institution would be most appropriate?

• Credit union

• Money market fund

• Hedge fund

• Mutual fund

A large corporation needs help with mergers and acquisitions. Which non-banking institution is best suited to provide advisory services?

• Mutual fund

• Hedge fund

• Investment bank

• Private equity fund

A local community wants to create a fund to assist its members with small loans. Which institution is most likely to support this initiative?

• Investment bank

• Money market fund

• Mutual fund

• Credit Union

A high-net-worth individual is looking for aggressive investment strategies with a higher risk tolerance. Which type of investment company would best suit their needs?

• Private equity fund

• Hedge fund

• Mutual fund

• Money market fund

A business is planning to buy and manage companies before selling them. Which type of investment company is likely to participate in this offering?

• Mutual fund

• Money market fund

• Private equity fund

• Hedge fund

Juan is a private sector employee. Which institution should he approach for his social security contributions?

• Pag ibig

• GSIS

• SSS

• Phil health

Ana is a government employee and needs to apply for a retirement benefit. Which institution will handle her claim?

• SSS

• PAGIBIG

• PhilHealth

• GSIS

Mamita wants to apply for a housing loan to purchase a new home. Which institution should he approach?

• GSIS

• SSS

• PAGIBIG

• Phil Health