The lump sum payout is given to the nominee in the event of death and
the entire value of the fund is given to the insured if he survives the policy term.
You can elect to withdraw the assets as a lump sum and be taxed on
the entire value of the fund or you can set up a minimum distribution schedule based on your life expectancy.
On top of that, because charities are usually able to receive life insurance policy proceeds on a tax - free basis, they can use
the entire value of the funds.
Not exact matches
The weak corporate results will likely prompt analysts to lower their quarterly earnings forecasts for the
entire S&P 500, said John Fox, co-manager
of the FAM
Value Fund, which specializes in small and medium - sized companies.
This latter strategy each month allocates the
entire portfolio
value to the one
of the following 12 debt class mutual
funds with the highest past total return (optimally over the last two months):
The
entire value of the Strategic Growth
Fund remains hedged with put options having strike prices roughly 2 % below current market levels.
However, the
Fund may experience a loss even when the
entire value of its stock portfolio is hedged if the returns
of the stocks held by the
Fund do not exceed the returns
of the securities and financial instruments used to hedge, or if the exercise prices
of the
Fund's call and put options differ, so that the combined loss on these options during a market advance exceeds the gain on the underlying stock index.
«Governor Cuomo's
entire argument on school
funding is just one big excuse to ignore the lives
of students who are black or brown or working class,» said Nixon, who added that the governor's budget «does not
value the lives
of the majority
of New York's children.»
In 2014, the SNSF signed the San Francisco Declaration on Research Assessment (DORA), which recommends
funding bodies to be explicit about the criteria used in evaluating the scientific productivity
of applicants, thereby taking account
of the scientific quality,
value and impact
of their
entire research output in addition to their publications.
By recognizing the
value of the educator workforce and dedicating
funding toward improving the
entire career continuum, the PDE is setting in motion a virtuous cycle whereby teachers want to enter and remain in the profession — inspiring the next generation
of prospective teachers to do the same.
If I understand correctly, only the initial income tax would be levied upon the old contributions and NOT on the final
value of the
entire fund
Where you are incorrect is your assumption that an RESP
fund, such as CST, would have been selling and re-purchasing it's
entire bond portfolio every year, regardless
of market
value.
However, the
Fund may experience a loss even when the
entire value of its stock portfolio is hedged if the returns
of the stocks held by the
Fund do not exceed the returns
of the securities and financial instruments used to hedge.
When I use such tools as Morningstar's Instant X-ray to check the asset allocation
of my mutual
funds, what I use are the market
value of each
fund and the tool will take the face
values to determine the percentage
of each asset class across the
entire portfolio.
While the
fund added a substantial amount
of value over the
entire analysis period, it did so in relatively short bursts rather than a steady progression.
At the end
of each trading day (4:00 PM ET), the
value of the
entire fund's holdings is totaled up and the
fund is given a
value (divided by its number
of shares).
Your
entire purchase price is invested in
Fund shares at the net asset
value («NAV») per share
of the Institutional Class.
3) Allow «toxic asset» purchases using public
funds only to the extent that the
entire issuance
of various securitized mortgage pools can be purchased «all or none» at a moderate percentage
of face
value.
«On behalf
of the
entire ORBIS team, I want to thank all the attendees
of the 2007
Value Investor Conference in Los Angeles for raising $ 8,500 in much needed
funds for ORBIS.
The
Fund may experience a loss even when the
entire value of its stock portfolio is hedged if the returns
of the stocks held by the
Fund do not exceed the returns
of the securities and financial instruments used to hedge, or if the exercise prices
of the
Fund's call and put options differ, so that the combined loss on these options during a market advance exceeds the gain on the underlying stock index.
Since a mutual
fund's net asset
value (NAV) is based on the total
value of its
entire portfolio, less expenses, and since the
value of any stock investment is not affected by a split, the
value of a mutual
fund remains stable when a stock in its portfolio splits.
The Net Asset
Value of the
fund appreciates over time and no dividend is paid out during the
entire tenure
of the holding.
If the policyholder surrenders his policy after completing 5 policy years, then the
entire fund value as on the date
of surrender is payable without any additional charges applicable.
On death
of the insured, higher
of the available
fund value or 105 %
of the premium is paid to the nominee who may choose to receive annuities or withdraw the
entire amount
Funded with after tax dollars, the life insurance contract's
value will grow tax deferred until death
of the insured, in which case the
entire amount can be handed down free
of any taxes to the next generation.
On death, higher
of the available
fund value or 105 %
of the premium is paid to the nominee who may choose to receive annuities or withdraw the
entire amount
After the completion
of 5 policy years, on the very date when the policy was surrendered, the
entire fund value is paid without any charges.
If the plan is surrendered after 5 completed policy years, the policyholder will receive the
entire Fund value on the date
of surrender without any charges.
After the completion
of 5 policy years, on the date
of surrender, the
entire fund value is paid without any charges.
Under this HDFC pension plan, on death
of the insured, higher
of the available
fund value or 105 %
of the premium is paid to the nominee who may choose to receive annuities or withdraw the
entire amount
If the policyholder outlives the
entire policy term, they gets the Maturity Benefit, which is equal to the
Fund Value as on the date
of maturity.
If surrendered after 5 completed policy years, the
entire Fund value on the date
of surrender is paid without any additional charges.
The policy ensures that the families
of the policyholders are protected in the tragic event
of the policyholders» death as they will receive the
entire Sum Assured
of the
Fund Value as the Death Benefit.
On death
of the insured, higher
of the
fund value or 105 %
of all premiums paid or total premiums compounded at 0.5 % - 3 % depending on the risk profile chosen, is payable to the nominee who can withdraw the
entire amount or use the amount to avail annuity from the company
Withdraw the proceeds as periodic installments over a maximum period
of 5 years from the date
of maturity, on a yearly, half yearly, quarterly, or monthly (through ECS) basis, Alternatively, you can also withdraw the
entire Fund Value, without paying any charges.
In a case, if the insured chooses to discontinue his plan after completing 5 years, then the
entire fund value as on the date
of surrender shall be paid to the insured without any additional charges applicable.
It is a «TOP UP» facility under which the additional amount is invested as per the
fund option chosen and the
entire amount is utilized for the investment purpose to increase the corpus (in terms
of fund value) in the
funds opted by you in the plan.
On survival
of the policy duration, Rakesh would get the
entire fund value, but not the sum assured.
Continue paying premiums through the
entire Premium Payment Term, discontinuing premium payment can not only lapse the life cover leaving you unprotected, but also depletes
fund value in case
of ULIPs.
On choosing this rider all future premiums till the
entire Policy Term subject to a maximum age
of 60 years along with an amount equal to higher
of 105 %
of all premiums paid or
Fund Value will be paid to the nominee.
· Save Benefit - Under this option, the Sum Assured is paid immediately on Death or Diagnosis
of any
of the Critical Illnesses mentioned and 100 %
of the future premiums are paid by the insurer towards the
Fund such that the
entire Fund Value is paid to the beneficiary when the policy matures
· Save - n - Gain Benefit - Under this option, the Sum Assured is paid immediately on Death or Diagnosis
of any
of the Critical Illnesses mentioned and 50 %
of the future premiums are paid by the insurer towards the
Fund such that the
entire Fund Value is paid to the beneficiary when the policy matures.
The NPS website states that the
entire National Pension
Fund «is
valued at approximately KRW 618 trillion as
of the end
of October 2017.»