Bonds (Life Funds), Timing - Scheduling the ownership or future purchase of a bond and its eventual enchashment on the Time panel

Aside from any scheduled withdrawals, timing of the bond is handled on the Time panel to the right side of the screen. Bonds require a start event (green dot) which tells the software if the bond is owned today, at plan Start, or if it is to be purchased in the future, and an end event, which determines when in the future the bond will be fully encashed. The bond will be fully encashed at the end event (red dot) or at the owner's death, whichever happens first.

 

Related Topics

How to schedule planned future withdrawals from a bond (onshore or offshore life fund)