Investment Opt-In Policy

Investment Opt-In Policy

Investment participation is optional where the investment is configured that way. Only members who opt in, or who are validly included by an approved default rule, participate in that investment result.

Opted-in units can be locked. Investment activation moves value from the Main Pot to the Investment Pot. While the investment is active, non-participants are not affected by its profit or loss.

At maturity, final value returns to the Main Pot using the approved Main Unit Price. Profit or loss affects participating members only. Investment gains are not guaranteed and losses are possible.