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CASE STUDY

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 student’s ability to:
• Describe the concept of time value of money.
• Translate key elements in their investment portfolio and retirement plan.
• Indicate the differences between various investment instruments and insurance plans
and decide on what is most suitable.
CASE STUDY
The information provided in this case study will be used at various parts of this TMA.
Belle Lim
Divorced, Aged 42
INTRODUCTION
Belle, a Singaporean, was married to Sherlock. Together, they have two children Kenji and
Karen aged 16 and 14 respectively.
EMPLOYMENT
Belle is a Marketing Director with a multinational corporation and in the course of her work
travels one and a half weeks of every month
INCOME AND EXPENSES
The following represents the inflow and outflow figures for Family the period 1.1.2013 to
31.12.2013 :-
Summary of Annual Inflows
Total
Annual Salary (including Bonus and Employee’s CPF)
$150,000
Employer’s CPF contribution
$13,600
Interest from Savings
$210
Interest from Fixed Deposit
$1,100
The total family expenses incurred by Belle is shown below:
Savings
$6,000.00
Fixed Outflows
CPF for house mortgage*

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