Life Cycle Switching Rules (Products Investments)

Enquire on the dates and frequency for life cycle switching per (global) phasing rule.

 

From the JU1BK List screen, select a product and then select Investments>Life Cycle Switching Rules from the sub-menu.

 

 

The JU1EG Life Cycle Switching Rules screen will be displayed.

 

 

The following details are displayed on this screen:

 

Phasing Rule Details

 

Phasing Rule

The particular switching rule that is applicable.  Refer to

Infrastructure

System Rules

Switch Phasing Rules

Frequency Details

 

Frequency

The frequency in which a life cycle switch must take place.  The following are examples of some options that may be selected:

-           NONE

-           ANNUAL

-           BI-ANNUAL

-           MONTHLY

-           QUARTERLY

Frequency Base Date

The date from which the specified frequency period must start.

Note:

If no value was selected for FREQUENCY, this field will be disabled.

Switching Dates

 

New Switch Date

The new dates on which switches must take place.

Note:

If a value was selected for FREQUENCY, this field will be disabled.

 

To exit this screen, click Close from the sub-menu on the left.