Section 1 – Purpose/Function/Overview

TABLE OF CONTENTS

• Section 1 – Purpose/Function/Overview
  • Spending rules tell Balance how to calculate fund distributions.  Fundriver offers ten standard spending rule types (found here) and can also create custom spending rules for a fee.  Because Primary Spending Rule is a required field on the Fund Profile screen, every fund must be assigned to a spending rule.  (You may use a blank spending rule for funds that do not distribute.)
• Section 2 – Important to remember
  • Update allocation date
• Section 3 – Step-by-step
  • Create spending rules
  • Assign spending rules
  • Process distributions
• Section 4 – Helpful hints
• Section 5 – FAQs
  • Can I create a spending rule for a single fund?  Yes!
• Section 1 – Purpose/Function/Overview
  • Spending rules tell Balance how to calculate fund distributions.  Fundriver offers ten standard spending rule types (found here) and can also create custom spending rules for a fee.  Because Primary Spending Rule is a required field on the Fund Profile screen, every fund must be assigned to a spending rule.  (You may use a blank spending rule for funds that do not distribute.)
• Section 2 – Important to remember
  • Update allocation date
• Section 3 – Step-by-step
  • Create spending rules
  • Assign spending rules
  • Process distributions
• Section 4 – Helpful hints
• Section 5 – FAQs
  • Can I create a spending rule for a single fund?  Yes!

Spending rules tell Balance how to calculate fund distributions.  Fundriver offers ten standard spending rule types (found here) and can also create custom spending rules for a fee.  Because Primary Spending Rule is a required field on the Fund Profile screen, every fund must be assigned to a spending rule.  (You may use a blank spending rule for funds that do not distribute.)

Section 2 – Important to remember

Update allocation date

Section 3 – Step-by-step

Create spending rules

                steps

Assign spending rules

                Steps

Process distributions

                Steps

Section 4 – Helpful hints

Section 5 – FAQs

Can I create a spending rule for a single fund?  Yes!

Section 1 – Purpose/Function/Overview

Spending rules tell Balance how to calculate fund distributions.  Fundriver offers ten standard spending rule types (found here) and can also create custom spending rules for a fee.  Because Primary Spending Rule is a required field on the Fund Profile screen, every fund must be assigned to a spending rule.  (You may use a blank spending rule for funds that do not distribute.)

Section 2 – Important to remember

Update allocation date

Section 3 – Step-by-step

Create spending rules

                steps

Assign spending rules

                Steps

Process distributions

                Steps

Section 4 – Helpful hints

Section 5 – FAQs

Can I create a spending rule for a single fund?  Yes!