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Paper 5: Investment-Linked Long Term Insurance卷五：投資相連長期保險

Investment-linked assurance schemes, the role of underlying funds, fee disclosure and suitability.投資相連保險計劃、相關基金的角色、費用披露與合適性評估。

8Free sample questions免費樣本題
8Questions in the bank完整題庫題目
50Questions in the real exam正式考試題量
3Topics考試範疇

TOPIC COVERAGE章節覆蓋

Syllabus outline考試大綱

Practise by topic or take a timed mock exam. Answers include a written explanation and your progress is saved to your account.可按範疇練習或進行限時模擬測驗。每題附詳細解析，作答進度會儲存到你的帳戶。

T1
Investment-Linked Products投資相連產品3 questions 題

Syllabus weight考綱佔比 40%

  • Policy value and fund value保單價值與基金價值
  • Available underlying funds可選相關基金
  • Death benefit structure身故保障結構
Practise this topic練習此範疇
T2
Charges and Fees收費與費用2 questions 題

Syllabus weight考綱佔比 30%

  • Premium allocation保費分配
  • Ongoing policy and fund fees持續保單及基金費用
  • Surrender charges退保費用
Practise this topic練習此範疇
T3
Suitability and Risk Disclosure合適性與風險披露3 questions 題

Syllabus weight考綱佔比 30%

  • Risk profiling風險評估
  • Fund selection and switching基金選擇與轉換
  • Risk disclosure requirements風險披露要求
Practise this topic練習此範疇

Mock exam模擬測驗

50 questions in 75 minutes, marked on submission with per-topic feedback.50 題，限時 75 分鐘，交卷後自動評分並顯示各範疇表現。

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Sample questions for this paper. The full bank is added once the content is ready.本卷為樣本題。完整題庫將於內容備妥後加入。

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Every question, per-question progress, wrong-answer book and accuracy by topic.全部題目、逐題進度、錯題本與各範疇正確率。

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