Performance Lock can help clients feel more confident in volatile markets by helping them preserve progress they鈥檝e already made.
Once per term, they can 鈥渓ock in鈥 鈥
After locking, clients can:
- Reallocate immediately to continue seeking growth and reset the buffer protection.
- Move to a fixed option to earn a declared interest rate until their anniversary, then automatically return to seeking growth.
- Reallocate before their anniversary on a date of their choice up to 14 days before their anniversary.
Overall, Performance Lock invites clients to take a more active role in managing risk during a term.