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CDSC aging rule

The rule used to determine when a client's purchase lot will age and move to the next level of the Contingent Deferred Sales Charge Schedule.

The possible options are:

  • Exact Purchase Date: Lots age each anniversary of the exact purchase date
  • 12/31 Aging: Lots age each 31st of December following purchase anniversary date
  • First Day of Purchase Month: Lots age on the first day of the month of the anniversary date
  • First Day of Month Following Purchase: Lots age on the first day of the month following the anniversary of the exact purchase date
  • Last Day of Purchase Month: Lots age on the last day of the month of the anniversary date
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  • MJ63
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