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COR167e Managing Your Personal Finances
Tutor-Marked Assignment 02
TUTOR-MARKED ASSIGNMENT
This tutor-marked assignment is worth 40% of the final mark for COR167e Managing Your
Personal Finances.
The cut-off date for this assignment is 2359hrs on 20 March 2015.
___________________________________________________________________________
Instructions
1. Submit your solution document in the form of a single MS Word file on or before the
cut-off date shown above.
2. You will need to indicate clearly on the front page your name, student ID, course title
and assignment number.
3. The websites will help facilitate your research. However, you will be penalized if
you simply cut & paste information from these websites in your assignment
___________________________________________________________________________
This TMA assesses the students ability to:
Describe the concept of time value of money.
Explain key elements in their investment portfolio and retirement plan.
Indicate the difference between various investment instruments and insurance plans
and decide on what is most suitable.
SIM UNIVERSITY
Page 2 of
7
COR167e Managing Your Personal Finances
Tutor-Marked Assignment 02
CASE STUDY
The information provided in this case study will be used at various parts of this TMA.
Laura Sim
Marketing Director, Aged 42
INTRODUCTION
Laura, a Singaporean, was married to Harry (recently deceased). Together, they have two
children Lynn and Paul aged 18 and 15 respectively.
EMPLOYMENT
Laura is a Marketing Director with a multinational corporation and in the course of her work
travels one and a half weeks of every month.
Lynn completed her A levels in 2014, while Paul dropped out of school after his O levels
and is planning to work full-time at his uncles pet shop in February 2015. He has expressed
interest in pursuing studies leading to qualifications in veterinary science starting in July
2015.
INCOME AND EXPENSES
The following represents the inflow and outflow figures for the family for the period 1.1.2014
COR167e Managing Your Personal Finances
Tutor-Marked Assignment 02
TUTOR-MARKED ASSIGNMENT
This tutor-marked assignment is worth 40% of the final mark for COR167e Managing Your
Personal Finances.
The cut-off date for this assignment is 2359hrs on 20 March 2015.
___________________________________________________________________________
Instructions
1. Submit your solution document in the form of a single MS Word file on or before the
cut-off date shown above.
2. You will need to indicate clearly on the front page your name, student ID, course title
and assignment number.
3. The websites will help facilitate your research. However, you will be penalized if
you simply cut & paste information from these websites in your assignment
___________________________________________________________________________
This TMA assesses the students ability to:
Describe the concept of time value of money.
Explain key elements in their investment portfolio and retirement plan.
Indicate the difference between various investment instruments and insurance plans
and decide on what is most suitable.
SIM UNIVERSITY
Page 2 of
7
COR167e Managing Your Personal Finances
Tutor-Marked Assignment 02
CASE STUDY
The information provided in this case study will be used at various parts of this TMA.
Laura Sim
Marketing Director, Aged 42
INTRODUCTION
Laura, a Singaporean, was married to Harry (recently deceased). Together, they have two
children Lynn and Paul aged 18 and 15 respectively.
EMPLOYMENT
Laura is a Marketing Director with a multinational corporation and in the course of her work
travels one and a half weeks of every month.
Lynn completed her A levels in 2014, while Paul dropped out of school after his O levels
and is planning to work full-time at his uncles pet shop in February 2015. He has expressed
interest in pursuing studies leading to qualifications in veterinary science starting in July
2015.
INCOME AND EXPENSES
The following represents the inflow and outflow figures for the family for the period 1.1.2014
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