Name | Type | Rates |
---|---|---|
2-Year S&P 500 PTP Participation Rate |
Point to Point
Biennial
|
47%
Participation
|
2-Year S&P 500 PTP Participation Rate |
Point to Point
Biennial
|
65%
Participation
|
2-Year Shiller Barclays Global PTP Participation Rate |
Point to Point
Biennial
|
255%
Participation
|
2-Year Shiller Barclays Global PTP Participation Rate |
Point to Point
Biennial
|
210%
Participation
|
2-Year Merrill Lynch RPM PTP Participation Rate |
Point to Point
Biennial
|
220%
Participation
|
2-Year Merrill Lynch RPM PTP Participation Rate |
Point to Point
Biennial
|
265%
Participation
|
2-Year Wisdom Tree Siegel Strategic Value PTP Participation Rate |
Point to Point
Biennial
|
210%
Participation
|
2-Year Wisdom Tree Siegel Strategic Value PTP Participation Rate |
Point to Point
Biennial
|
255%
Participation
|
2-Year Shiller Barclays CAPE Allocator 6 PTP Participation Rate |
Point to Point
Biennial
|
210%
Participation
|
2-Year Shiller Barclays CAPE Allocator 6 PTP Participation Rate |
Point to Point
Biennial
|
255%
Participation
|
2-Year Citi Grandmaster PTP Participation Rate |
Point to Point
Biennial
|
300%
Participation
|
2-Year Citi Grandmaster PTP Participation Rate |
Point to Point
Biennial
|
360%
Participation
|
Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Penalty | 15% | 14% | 14% | 13% | 12% | 11% | 10% | 9% | 8% | 7% | 6% | 4% |
Name | Inbuilt | Fee |
---|---|---|
BCA 12 2.0 SGO Max | No | 1.00% annually (1.40% max) |
BCA 12 2.0 Flex Growth | No | 1.00% annually (1.40% max) |