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Segregated Funds and Annuities · Component 3: implement a recommendation (25%)
Non-registered seg funds are taxed as trusts that allocate income, gains and losses to contract holders each year. Registered contracts follow the plan's rules.
Implement a recommendation1 min read5 sections
Component 3 is a quarter of the exam: ACB, partial withdrawals, allocations and the registered versus non-registered split.
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