BCAM Webinar -Managing your Finances in Challenging Times

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* 1. Full Name

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* 2. Email address

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* 3. BCAM Membership number

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* 4. What are the three financial foundations that need to be considered before investing?

Emergency Fund

Managing Debt

Protecting you and your family

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* 5. What should be the shortest time horizon that would be appropriate when investing?

3 years

5 years

8 years

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* 6. Why is diversification important when investing?

Spread the risk

Not important

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* 7. What could be the maximum amount of all inheritance tax Nil Rate Bands for a couple upon death?

up to £10,000

£1,000,000 (Nil Rate Band of £325,000 each & Residence Nil Rate Band of £175,000 each)

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* 8. Did the presenter effectively communicate the information and engage the audience throughout the workshop?

Yes

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* 9. How would you rate your speaker?

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* 10. Presentation Skills

Excellent

Good

Average

Poor

N/A

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* 11. Presentation Material

Excellent

Good

Average

Poor

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* 12. Usefulness of Subject

Excellent

Good

Average

Poor

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* 13. Speaker Knowledge

Excellent

Good

Average

Poor

N/A