B
Beacon
Data Entry
Variable Annuity
Investment requirement models
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N
Nirmala
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Model Identity
MODEL NAME
*
MODEL TYPE
*
Select
Static
Custom
CATEGORY
*
Select
Asset Class
Investment Strategy
Others
GROUP LEVEL
*
Investment Requirement Groups
+ Add Group
1
Investment Requirement Group
Identity
INTERNAL GROUP NAME
*
GROUP NAME
*
CATEGORY
*
Select
Asset Class
Investment Strategy
Others
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
Investment Options
+ Add Option
1
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
2
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
3
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
4
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
5
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
6
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
7
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
8
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
9
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
10
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
11
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
12
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
13
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
14
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
15
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
16
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
17
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
18
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
19
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
20
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
21
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
22
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
23
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
24
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
25
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
26
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
27
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
28
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
29
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
30
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
31
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
32
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
33
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
34
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
35
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
36
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
37
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
38
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
39
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
40
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
41
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
42
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
43
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
44
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
45
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
46
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
47
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
48
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
49
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
50
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
51
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
52
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
53
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
54
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
55
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
56
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
57
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
58
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
59
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
60
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
61
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
62
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
63
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
64
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
65
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
66
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
67
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
68
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
69
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
70
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
71
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
72
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
73
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
74
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
75
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
76
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
77
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
78
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
79
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
80
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
81
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
82
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
83
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
84
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
85
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
86
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
87
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
88
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
89
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
90
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
1
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
2
Investment Requirement Group
Identity
INTERNAL GROUP NAME
*
GROUP NAME
*
CATEGORY
*
Select
Asset Class
Investment Strategy
Others
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
Investment Options
+ Add Option
1
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
1
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
1
Investment Requirement Group
Identity
INTERNAL GROUP NAME
*
GROUP NAME
*
CATEGORY
*
Select
Asset Class
Investment Strategy
Others
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
Investment Options
+ Add Option
1
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
Cancel
AP
● Active
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Delaware Life Insurance Company
Accelerator Prime Variable Annuity
Modified 11 days ago · Group 1001
Delete
Edit
COMPANY
Delaware Life Insurance Company
GROUP
Group 1001
TYPE
Variable Annuity
INCEPTION
May 03, 2021
Details
Model Identity
MODEL NAME
*
MODEL TYPE
*
Select
Static
Custom
CATEGORY
*
Select
Asset Class
Investment Strategy
Others
GROUP LEVEL
*
Investment Requirement Groups
+ Add Group
1
Investment Requirement Group
Identity
INTERNAL GROUP NAME
*
GROUP NAME
*
CATEGORY
*
Select
Asset Class
Investment Strategy
Others
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
Investment Options
+ Add Option
1
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
2
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
3
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
4
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
5
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
6
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
7
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
8
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
9
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
10
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
11
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
12
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
13
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
14
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
15
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
16
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
17
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
18
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
19
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
20
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
21
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
22
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
23
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
24
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
25
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
26
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
27
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
28
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
29
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
30
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
31
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
32
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
33
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
34
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
35
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
36
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
37
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
38
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
39
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
40
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
41
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
42
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
43
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
44
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
45
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
46
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
47
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
48
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
49
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
50
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
51
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
52
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
53
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
54
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
55
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
56
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
57
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
58
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
59
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
60
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
61
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
62
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
63
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
64
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
65
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
66
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
67
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
68
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
69
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
70
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
71
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
72
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
73
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
74
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
75
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
76
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
77
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
78
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
79
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
80
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
81
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
82
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
83
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
84
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
85
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
86
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
87
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
88
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
89
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
90
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
1
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
2
Investment Requirement Group
Identity
INTERNAL GROUP NAME
*
GROUP NAME
*
CATEGORY
*
Select
Asset Class
Investment Strategy
Others
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
Investment Options
+ Add Option
1
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
1
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
1
Investment Requirement Group
Identity
INTERNAL GROUP NAME
*
GROUP NAME
*
CATEGORY
*
Select
Asset Class
Investment Strategy
Others
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
Investment Options
+ Add Option
1
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
Cancel