Mark Perez

Disregarded Small Fund Assets (DSFA): The Most Misunderstood Rule in ECPI

By Mark Perez / May 18, 2026 / 0 Comments

Disregarded Small Fund Assets (DSFA): The Most Misunderstood Rule in ECPI OK – let’s see what we can do to demystify DSFA once, and for all. In my experience, around 80% of Actuarial Certificate requests come through with the indication that the fund is not eligible to use the Segregated Method. Do more than 80% […]