changes.mady.by.user Anthony Costa
Saved on Feb 11, 2019
To process this in Simple Fund 360:
Deemed segregation is fully supported with our integrated actuary certificate providers.
To process the scenario above using Simple Fund 360's integrated actuary actuarial certificate providers:
Select a supported provider then click Next
For a list of supported providers, please refer to Fund Pension Policies
Confirm the contact details for the fund then click Next
Confirm the fund's eligibility to use the Segregated method (applicable in this example) then click Submit to Actuary:
Review the fund pension policy received from the actuary provider in Simple Fund 360:
The Certificate Status will sometimes not change to Confirmed when requesting a certificate through Act2. Act2 will add this ability at a later stage.
Feedback Disclaimer Discussion Guidelines Subscription Agreement © BGL Corporate Solutions Pty Ltd