Issue

How do I set up an annuity on Class?

Resolution

Below are examples of some Annuity products which have already been set up on Class. 

To set up a new annuity product, follow the steps below:

Navigate to Fund Level > Investments > Investment Account 

Create the annuity investment

Ensure you select Non-CGT Asset for the Capital Gain Classification as the income derived from the product will be exempt from CGT and used to pay members.