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Financial advisory
RES5Financial Advisory Services✓The CPFIS stock and gold percentage limits are calculated as a percentage of which figure?
The 35% stock limit and 10% gold limit are computed on the member's investible savings — broadly the account balance plus amounts already invested/withdrawn, less the set-aside — not on the raw account balance.
Using the raw OA balance rather than investible savings is a common miscalculation.
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