Tuesday, January 24, 2012

Reg 28 and Retirement Funds

Regulation 28 Note

The table below reflects the requirement for Regulation 28 compliance. Kindly compare your current holdings to that of the table below.

Conditions for Reg 28 Compliance:
  Equity holdings must be less or equal to 75%.
  Property holdings must be less or equal to 25%.
  Equity + Property must be less than or equal to 90%. 
  Bonds and Cash holdings can be up to 100%.
  Foreign exposure must be less or equal to 25%.