Trade calendar

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LifeSight trade calendar: Explanation

In your pension scheme, money is set aside for you when you stop working. You use this money to buy a pension benefit at your retirement age from an insurance company of your choice. A considerable amount of capital is needed to ensure that you receive a good pension. Putting your money in a savings account at a bank does not yield enough return. Investing is therefore necessary for a good pension.

We use a monthly trading calendar to buy and sell your investments. You can view this calendar by clicking the button below.

Trade calendar 2023
Stewardship

In the calendar you will see the following:

  • Trade moment
    There are 3 trade moments per month. Different actions are performed per trade moment.
  • Trade moment 1 (periodic contribution deposit):
    • The contribution that we have received for you is invested through this process.
  • Trade moment 2 (adjustments and sales on the initiative of the participant):
    a. Through this process, investments in the LifeSight funds are re-invested if necessary. This may be the result of an order that you have passed on through a change in your lifecycle. But it can also be the result of an adjustment of your investments that LifeSight carries out to align your investments with your lifecycle (rebalancing).
    b. Through this process, investments in the LifeSight funds are sold if you have given the instruction to switch to the Personal Investing (Self Investing) funds.
    c. Through this process, investments in the Personal Investing (Self Investing) funds are sold if you have given the instruction to make a change in the Personal Investing funds.
    d. Through this process, investments in the Personal Investing (Self Investing) funds are sold if you have given the instruction to switch to the LifeSight funds.
  • Trade moment 3 (purchases on the initiative of the participant):
    a. Through this process, investments in the Personal Investing (Self Investing) funds are purchased if you have given the instruction to switch to the Personal Investing funds. The proceeds of the sale from trade moment 2 part b are invested.
    b. Through this process, investments in the Personal Investing (Self Investing) funds are purchased if you have given the instruction to make a change in the Personal Investing funds. The proceeds of the sale from trade moment 2 part c are invested.
    c. Through this process, investments in the LifeSight funds are purchased if you have given the instruction to switch to the LifeSight funds. The proceeds of the sale from trade moment 2 part d are invested.
Section Windfalls Setbacks Header

  • Create rebalance file
    Every month the aforementioned processes start with the creation of a file. In this file, all orders that have been given in the past month are processed.
    An order issued before the date the file was created is included in the execution process in that month. An order issued on or after the file creation date is included in the following month’s process.
  • Submit trade letters
    We place the investment orders on the dates mentioned in this column.
  • Trade date LifeSight funds
    Purchases or sales in LifeSight funds are made on the dates mentioned in this column. In the description of the trade moments, you can read whether it is a buying or selling moment.
  • Expected ultimate trade date Personal Investing funds
    Purchases or sales in Personal Investing (Self Investing) funds are expected to be completed on the dates mentioned in this column. The actual date will depend on the specific fund. In the description of the trade moments, you can read whether it is a buying or selling moment.
  • Open planners
    If you report a change in your investments, the LifeSight planner will close. We then need time to process your change. After the change has been processed, the scheduler will open again. In this column you can see the date on which the planner will be opened.

After opening the planner you can – if desired – pass on a new change.