2.3 Ratio Percentage Maintenance

This topic provides the information on Ratio Percentage Maintenance.

Fund Products and Policies, invested by the client can be divided into components. The components can be singular or a combination of two or more components. According to the Prudential Investment Guidelines these Funds are classified as components or combination of the same, these can be invested according to a specified percentage.

For example: a fund investment of F1 can be allocated under the following ratios of components:

• Onshore Cash (25%)
• Onshore Property (40%)
• Offshore Cash (35%)

The cumulative investment ratio would add up to the total Fund Investment F1.

You have to maintain the rules for Prudential Investment Guidelines and Forex compliance in accordance with this asset allocation. You can do so by invoking the Prudential Investment Guidelines/ Forex Compliance screen from the browser, and click on Detail.

Refer to the topic Prudential Investment Guidelines and Forex compliance (PIGS) in LEP User Manual for further details on UM.