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Financial Products Apply knowledge of the financial products and services environment

Services related to a funeral policy or friendly society benefits (Subcategory 1.1) are generally associated with which product classification in terms of complexity?

RE5 practice question with a worked answer. This is one of hundreds of FSCA RE5 questions in the RegulatoryExams question bank.

  1. a) Tier 1 financial products.
  2. b) Category II financial products.
  3. c) Tier 2 financial products.Correct
  4. d) Derivative instruments.

Why this is the answer

The FAIS Act and Fit & Proper requirements (Sec 1) categorize products by complexity. Funeral policies (Subcategory 1.1) are deemed simpler, lower-risk products and are classified as 'Tier 2'. This is why representatives advising *only* on these products are exempt from the RE5.

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