IC26 - ASSOCIATE - Life Insurance Finance - 4

IC26 - ASSOCIATE - Life Insurance Finance - 4

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Q 1. Under what circumstances should any excess amount retained for depreciation or known liabilities be treated as a reserve instead of a provision?

When it exceeds the amount deemed necessary by the directors

When it is less than the estimated liability

When it is in accordance with accounting standards

When it is required by tax regulations

When it is stated explicitly in the financial statements

Q 2. How does VA statement contribute to national income?

It reduces taxes for employees

It provides investment opportunities for employees

It indicates the company’s contribution to national income

It increases corporate income taxes

It determines the salaries of employees

Q 3. What should an enterprise do with any excess of the carrying amount of a defined benefit asset?

A. Deduct it from the employee's salary

B. Carry it forward as an asset

C. Recognize it as an expense

D. Refund it to the government

E. None of the above

Q 4. What is the significance of a Cash Flow Statement to investors and creditors?

To evaluate changes in net assets of an enterprise

To assess the liquidity of the business and determine dividend policy

To classify cash flows into operating, investing, and financing activities

To provide information about an enterprise’s cash receipts and payments during an accounting period

None of the above

Q 5. How are profits and gains of life insurance business calculated according to the Income Tax Act 1961?

Average of the surplus from actuarial valuation.

Annual average of the surplus or deficit.

Adjustment of tax paid by deduction at source.

Tax on profits and gains of life insurance business.

Exemption from deduction at source.

Q 6. What does the KYC process aim to achieve in a risk-based approach?

To understand the risks associated with customer and product profiles.

To categorize customers based on their occupation.

To provide insurance cover to government-owned companies.

To establish trustworthiness of databases.

To verify the source of funds of salaried employees.

Q 7. Which account is debited when a car is purchased for cash?

Car account

Cash account

Seller's account

Purchaser's account

Debit account

Q 8. What is the purpose of having separate investment accounts in insurance companies?

To track revenue and expenses separately

To differentiate between life and non-life insurance policies

To ensure proper allocation of funds for investments

To facilitate internal audits

None of the above

Q 9. In the case of dishonored cheques for premiums, which account is debited?

Premium Account

Deposit Account

Bank Account

Policy Ledger

Cash Outgo Book

Q 10. What is the purpose of the "Policy Stamps A/c" in insurance accounting?

To record expenses for office equipment

To track agent performance

To account for the purchase of policy stamps

To calculate employee salaries

None of the above

Q 11. What does the expression "liability" include, as per the instructions for preparation of financial statements?

Only actual, current liabilities

Only disputed or contingent liabilities

All liabilities in respect of contracted expenditure and disputed or contingent liabilities

Only liabilities that have been approved by the board of directors

Only liabilities related to investments

Q 12. What is the main purpose of an endorsement in an insurance policy?

To change the insurer's name and address

To provide evidence of agreed changes in the policy

To determine the premium computation

To issue a new policy

To change the period of insurance

Q 13. How should an enterprise recognize short-term employee benefits according to the Standard?

A. Recognize the discounted amount as an expense

B. Recognize the undiscounted amount as a liability

C. Treat it as an asset

D. Deduct it from the employee's salary

E. None of the above

Q 14. What was the major impact of the liberalisation of the insurance sector in India in 1999?

Introduction of IRDA for regulatory oversight

Entry of 23 more life insurers into the market

Expansion of traditional plans offered by LIC

Requirement of 75% premium investment in Government Securities

Restriction on innovative product development

Q 15. Which part of the First Schedule of the Income Tax Act deals with life insurance business?

Part A

Part B

Part C

Part D

Part E


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