n NISM Certifications
XVII NISM Series XVII
Medium

An individual should review their estate planning provisions annually to ensure that the arrangements still align with their current wishes and circumstances.

Practice question from NISM Series XVII- Retirement Adviser Mock Test 1 — bank. The correct answer is highlighted below with a full explanation.

Options

  1. A

    When ever its suitable for the person

  2. B

    Quarterly review is essential

  3. Annual review to check that the provisions made are still valid

    Correct answer

  4. D

    There is no need of a review as the provisions made in Estate Planning are full and final

A full explanation for this question is being written. In the meantime, the correct answer is highlighted above.

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