TD Bank Financial Group

question 22

Multiple Choice

TD Bank Financial Group
Thom Hollis works as a financial advisor for TD Bank Financial Group. His job involves providing investment advice to many clients, in person or on the phone, and writing many letters and e-mails. He has an appointment tomorrow with Ji-Wan, a client, to review her personal investment portfolio. Before she comes in, Thom has to review her profile, decide what changes to suggest, and put together a proposed portfolio. He has a recent finance diploma, but because he is still relatively new to his job, he wants to collect as much information as he can on appropriate investments for her, so he decides to send an e-mail to Alyson, his manager, to see if she has any suggestions or advice. Besides preparing for his meeting with Ji-Wan, Thom has several other tasks he must work on.
-Thom decides to make his proposal clearer and more readable by converting into either numbered or bulleted lists some lengthy sentences explaining the benefits of a number of different investment approaches. What advice does the text offer about using numbered lists?

• A)Use numbered lists sparingly, because they may confuse the reader.
• B)Add end punctuation for all items in a numbered list.
• C)Try to express as much information in numbered lists as possible.
• D)Use numbered lists for items that represent a sequence or chronology.

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Definitions:

Travel Costs

Expenses incurred for the purpose of traveling, including transportation, accommodation, and meals.

Medical Costs

Expenses incurred for the diagnosis, cure, mitigation, treatment, or prevention of disease, and for treatments affecting any structure or function of the body.

Calculated

Determined or computed by using mathematical methods or processes to reach a numerical result.

Prescription Drugs

Medications that are legally available only with a valid prescription from a licensed healthcare provider.