Manlike Financial also reserves the right to rebalance your account as deemed necessary as a result of unusual or compelling events, such as market and/or economic fluctuations, unexpected changes in market conditions or for other purposes as determined by Manlike Financial and/or your plan sponsor. Manlike provides the following rebalancing services: For the first 750,000 of assets on record with Manlike Financial, Manlike Financial will administer rebalancing to the extent the value of that 750,000 has an initial value for rebalancing. For assets less than 750,000, Manlike Financial will administer rebalancing to the extent that the value of the assets is below 750,000.
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Member Asset Rebalancing Forward to: Manlike Financial Attn: GPRS, Client Services, KC-6 PO BOX 396 STATION WATERLOO ON N2J 4A9 Member information Member number Member name (please print) Member account
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What is member asset rebalancing?
Member asset rebalancing is a process of adjusting the allocation of assets in an investment portfolio to maintain a desired level of risk and return.
Who is required to file member asset rebalancing?
Member asset rebalancing is typically required for individuals or organizations who have investment portfolios and want to maintain a specific asset allocation.
How to fill out member asset rebalancing?
To fill out member asset rebalancing, you need to review your current asset allocation, determine the desired allocation, and make necessary adjustments to your portfolio.
What is the purpose of member asset rebalancing?
The purpose of member asset rebalancing is to ensure that your investment portfolio stays aligned with your investment goals and risk tolerance by periodically adjusting the asset allocation.
What information must be reported on member asset rebalancing?
The required information for member asset rebalancing may include the current asset allocation, desired asset allocation, and details of any adjustments made to the portfolio.
When is the deadline to file member asset rebalancing in 2023?
The deadline to file member asset rebalancing in 2023 may vary depending on the specific regulations or guidelines set by the relevant financial authorities. It is important to consult the appropriate sources for the exact deadline.
What is the penalty for the late filing of member asset rebalancing?
The penalty for the late filing of member asset rebalancing may vary depending on the jurisdiction and specific regulations. It is advisable to consult the relevant financial authorities for detailed information about the penalties.
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