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Section 4: Understanding Mutual Funds Amd Managed Products > Chapter 13 > Flashcards

Chapter 13 Flashcards

1
Q

What is the minimum holding period required for an investor in a segregated fund to qualify for guarantees

A

10 years

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2
Q

What is the minimum guarantee permitted on a segregated fund contract under provincial legislation?

A

75%

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3
Q

Annual Withdrawal Amount for a Guaranteed Minimum Withdrawal Benefit plan Calculation

A

% as a decimal / Purchase price

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Section 4: Understanding Mutual Funds Amd Managed Products (4 decks)

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