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四喜丸子 · 2023年08月16日

请问老师这个是哪里的知识点?

NO.PZ2022081802000007

问题如下:

Question A key difference between a wrap account and a mutual fund is that wrap accounts:

选项:

A.have assets that are owned directly by the individual. B.cannot be tailored to the tax needs of a client. C.have a lower required minimum investment.

解释:

Solution

A is correct. The key difference between a wrap account and a mutual fund is that in a wrap account, the assets are owned directly by the individual.

B is incorrect. Wrap accounts can be tailored to the tax needs of a client.

C is incorrect. Wrap accounts have higher required minimum investments.

请问老师这个是哪里的知识点?

1 个答案

Kiko_品职助教 · 2023年08月18日

嗨,努力学习的PZer你好:


这个在portfolio overview那一章节有提到过,不是重点,同学当作结论补充一下吧,有余力可以记一下。wrap account跟mutual fund的最大区别就是他的资产是由个人或者机构直接拥有,所以他是可以根据客户的税务需求去量身定制的,而且通常他需要的最低投资比mutual fund要高很多。

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