Managed Fund Report
November unit value $2158.00
(Download pdf file)

REGULAR SAVING PLANS

A foundation for the future

Whatever you plan for your future, it’s almost certain you will need financial resources available at the right time to be able to achieve the things you want. But you can’t leave something as important as your financial future to chance. What you also need is a flexible regular investment solution that will help turn your vision of the future into a reality

Currency choice:-  with premiums accepted in US dollar, GB pound, HK dollar, euro or Japanese yen.

Payment alternatives:- provided by two types of payments to your policy - regular premiums or lump sums. Regular premiums can be paid on a monthly, quarterly, half-yearly or annual basis and lump sums can be paid at any time.

Variable premiums:- that allow you to increase, reduce or put on hold your regular payments or add a lump sum.

Surrender options which allow you flexible access to your policy proceeds.

Investment choice through a selection of more than 80 top performing funds, from leading Fund Houses, to match a wide variety of investment profiles. Please note that certain funds, not authorised by the Securities and Futures Commission of
Hong Kong, are not available to Hong Kong investors.

Fund switching so that your investment selections can change in line with your circumstances.

Tax efficiency through investment funds that grow free of Guernsey tax deductions.

Valuable bonuses:- as a reward for maintaining regular payments to your policy.

Enhanced allocations:- for larger investments.

Acessible information :- For full product description and brochure, please go to download section

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