Thursday, March 7, 2019

Scheme Rotation

Start with larger scheme, transfer all if there is no STP, or transfer X leaving just enough for one STP. From the transferred scheme transfer the same X to next scheme (if there are more than than 2 schemes in the rotation plan and then continue to the next largest scheme) or to source scheme if there are only 2 scheme in the rotation plan.

After rotation, finally the amounts will be the same across schemes. Change purchase date, purchase NAV to the new values.

All rotations start on Monday
Mar 11th 1st rotation
Mar 18th 2nd rotation within the company.
MAR 25th 3rd rotation only for TI

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