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Start Overhaul Index Defensive Kick Out Plan August 2023Application form Pension Scheme Key Dates: ISA transfer deadline: 26 July 2023 Application deadline: 11 August 2023 Start Level Date: 18 August

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How to fill out defensive dual index plan

01

Identify the key risks that need to be addressed in the plan

02

Determine the appropriate defensive assets to include in the index

03

Allocate assets based on risk tolerance and investment goals

04

Regularly review and adjust the plan as needed

Who needs defensive dual index plan?

01

Investors who want to protect their portfolio from market downturns

02

Those looking for a balanced approach to investing that includes both offense and defense

03

Individuals or institutions with a low risk tolerance

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What is defensive dual index plan?

The defensive dual index plan is a strategy that involves investing in two different indexes to offer a diversified approach to defensive investing.

Who is required to file defensive dual index plan?

Any investor or fund manager who wishes to implement the defensive dual index plan strategy is required to file the necessary documentation.

How to fill out defensive dual index plan?

To fill out the defensive dual index plan, investors or fund managers must outline their investment strategy, including the two indexes they plan to invest in and the allocation of funds to each index.

What is the purpose of defensive dual index plan?

The purpose of the defensive dual index plan is to provide a more stable and diversified approach to investing, particularly during times of market volatility.

What information must be reported on defensive dual index plan?

The defensive dual index plan must include details on the chosen indexes, the allocation of funds to each index, and the overall investment strategy.

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