Segregated Fund Disposition
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Disposition of a segregated fund occurs upon

  • surrender
    • some or all units
  • death of the policyowner
  • transfer of ownership
  • transfer back to the insurer
    • a full or partial transfer of interest (how?)
  • fund to fund transfers
  • annuitization

The disposition can be actual or deemed.

Page tags: seg_funds
page_revision: 4, last_edited: 1179460795|%e %b %Y, %H:%M %Z (%O ago)
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