"Segregated Fund Trust"

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“Segregated Fund Trust”

segregated fund deemed to be owned by an inter vivos (living) trust
trust can flow to policyowners all interest income, dividend income, capital gains/losses
- tax liability rests solely with policyowner
trust can allocate interest, dividends and capital gains/losses without actually paying them to policyowners

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seg_funds trusts

page revision: 2, last edited: 18 May 2007 03:49

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