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AAFM Exam CTEP Topic 3 Question 50 Discussion

Actual exam question for AAFM's Chartered Trust & Estate Planner (CTEP) Certification Examination exam
Question #: 50
Topic #: 3
[All Chartered Trust & Estate Planner (CTEP) Certification Examination Questions]

There is no overall limit on how much a person can have invested in ISA accounts, but additional investments are currently limited to ________per person per year: a maximum of _________ in cash funds, with the balance being allocated either to mutual funds (Units Trusts and OEICs) or individual self-selected shares.

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Suggested Answer: C

by Lezlie at Sep 16, 2024, 07:39 AM

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Na
22 days ago
I'm not sure, but I think D) 11,250; 57,650 could also be a possibility. It seems like a reasonable option too.
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Dorcas
24 days ago
I agree with Sheldon, C) 11,520; 57,605 makes sense because it allows for a good balance between cash funds and other investments.
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Vi
26 days ago
I think the answer is C, 11,520 for cash funds and 57,605 overall. Sounds about right to me.
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Gayla
4 days ago
That makes sense, thanks for clarifying!
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Aileen
8 days ago
I agree, the answer is C, 11,520 for cash funds and 57,605 overall.
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Sheldon
26 days ago
I think the answer is C) 11,520; 57,605.
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