Enjoy all-rounded protection with fabulous rewards
Make the most of this summer season by devising new plans to protect yourself and your family. As your life-long partner, AXA supports you at different stages of life with a wide selection of protection products, ranging from health and critical illness insurance, savings to general insurance as well as employee benefits solutions, helping you create a brighter future.
We are pleased to present you the AXA "Summer Combo" Programme. From 1 July 2023 to 30 September 2023, both dates inclusive (the “Promotion Period”), if you successfully apply for any new designated basic plan / supplement / general insurance products / employee benefits insurance package plans1 with the required annualised first year premium (“AFYP”) / total AFYP / single premium / accumulated paid premium stated below and satisfy other applicable requirements, you may enjoy various fabulous rewards2. Seize the chance today to enjoy the rewards and get protected!
Health and Critical Illness Insurance Products
Savings Products
General Insurance Products
Employee Benefits Insurance Products
Terms and conditions of this promotion apply. For details, please refer to the relevant promotion leaflet.
Remarks
Reward 1A – AXA WiseGuard Pro Medical Insurance Plan + MediEnhancer Supplement + IncomeBliss Deferred Annuity Plan Premium Refund + Special Reward - Out-patient Service
During the Promotion Period, if customer successfully submits an application for all of the following basic plan / supplement at the same time:
(i) a basic plan / supplement of AXA WiseGuard Pro Medical Insurance Plan (“Designated AXA WiseGuard Pro Policy”) ;
(ii) MediEnhancer Supplement associated with Designated AXA WiseGuard Pro Policy ; and
(iii) a basic plan of IncomeBliss Deferred Annuity Plan, customer may be entitled to 12 months’ premium refund on the Designated AXA WiseGuard Pro Policy.
What is more? Customer may also entitle to a one-year out-patient service which includes general practitioner consultation and specialist consultation. The total maximum number of visits of general practitioner consultation and specialist consultation per year is 10, of which there is a maximum of 5 visits for specialist consultation. For details, please refer to “Special Reward - Out-patient Service” section.
Table 1A
AXA WiseGuard Pro Medical Insurance Plan + MediEnhancer Supplement + IncomeBliss Deferred Annuity Premium Refund + Special Reward - Out-patient Service | |
Designated Basic Plan/Supplement | |
Designated Basic Plan/Supplement | AXA WiseGuard Pro Medical Insurance Plan + MediEnhancer Supplement + IncomeBliss Deferred Annuity Plan |
Premium Refund on Each Eligible Basic Plan / Eligible Supplement of Reward 1A# | |
Premium Refund on Each Eligible Basic Plan / Eligible Supplement of Reward 1A# | 12 months3,4 |
Special Reward | |
Special Reward | Out-patient Service (please refer to "Special Reward – Out-patient Service" section for details) |
If you successfully apply for the basic plan of AXA WiseGuard Pro Medical Insurance Plan and/or IncomeBliss Deferred Annuity Plan, you can exclusively apply for the limited offer 5-Year GoalSaver which offers guaranteed return of up to 4.8%p.a. upon policy maturity subject to relevant terms and conditions as set out in the AXA “5-Year GoalSaver Maturity Bonus” Programme leaflet. For details, please refer to the relevant programme leaflet. Act now to seize this limited offer!
3. For details of Reward 1A, please refer to the section of Reward 1A of the Terms and Conditions stated in the promotion leaflet.
4. Customer is only entitled to a maximum of 12 months’ premium refund on each AXA WiseGuard Pro Medical Insurance Plan under Reward 1A, 1B and 1C.
#Please refer to the Terms and Conditions stated in the promotion leaflet for the definition(s).
Reward 1B - AXA WiseGuard Pro Medical Insurance Plan + MediEnhancer Supplement Premium Refund + Special Reward - Out-patient Service
During the Promotion Period, if customer successfully submits an application for all of the following basic plan / supplement at the same time:
(i) a Designated AXA WiseGuard Pro Policy; and
(ii) MediEnhancer Supplement associated with Designated AXA WiseGuard Pro Policy, customer may be entitled to 7 months’ premium refund on the Designated AXA WiseGuard Pro Policy.
What is more? Customer may also entitle to a one-year out-patient service which includes general practitioner consultation and specialist consultation. The total maximum number of visits of general practitioner consultation and specialist consultation per year is 10, of which there is a maximum of 5 visits for specialist consultation. For details, please refer to “Special Reward – Out-patient Service”.
Table 1B
AXA WiseGuard Pro Medical Insurance Plan + MediEnhancer Supplement Premium Refund + Special Reward - Out-patient Service | |
Designated Basic Plan/Supplement | |
Designated Basic Plan/Supplement | AXA WiseGuard Pro Medical Insurance Plan + MediEnhancer Supplement |
Premium Refund on Each Eligible Basic Plan / Eligible Supplement of Reward 1B# | |
Premium Refund on Each Eligible Basic Plan / Eligible Supplement of Reward 1B# | 7 months5 |
Special Reward | |
Special Reward | Out-patient Service (please refer to "Special Reward – Out-patient Service" section for details) |
If you successfully apply for the basic plan of AXA WiseGuard Pro Medical Insurance Plan, you can exclusively apply for the limited offer 5-Year GoalSaver which offers guaranteed return of up to 4.8%p.a. upon policy maturity subject to relevant terms and conditions as set out in the AXA “5-Year GoalSaver Maturity Bonus” Programme leaflet. For details, please refer to the relevant programme leaflet. Act now to seize this limited offer!
5. For details of Reward 1B, please refer to the section of Reward 1B of the Terms and Conditions stated in the promotion leaflet.
#Please refer to the Terms and Conditions stated in the promotion leaflet for the definition(s).
Reward 1C – AXA WiseGuard Pro Medical Insurance Plan Premium Refund + Special Reward - Out-patient Service
Table 1C
AXA WiseGuard Pro Medical Insurance Plan Premium Refund + Special Reward - Out-patient Service | ||
Designated Basic Plan/ Supplement | ||
Designated Basic Plan/ Supplement | AXA WiseGuard Pro Medical Insurance Plan | |
Premium Refund on Each Eligible Basic Plan/ Eligible Supplement of Reward 1C# | ||
Premium Refund on Each Eligible Basic Plan/ Eligible Supplement of Reward 1C# | 4 months6 | |
Special Reward | ||
Special Reward | Out-patient Service (please refer to "Special Reward – Out-patient Service" section for details) | |
If you successfully apply for the basic plan of AXA WiseGuard Pro Medical Insurance Plan, you can exclusively apply for the limited offer 5-Year GoalSaver which offers guaranteed return of up to 4.8%p.a. upon policy maturity subject to relevant terms and conditions as set out in the AXA “5-Year GoalSaver Maturity Bonus” Programme leaflet. For details, please refer to the relevant programme leaflet. Act now to seize this limited offer!
6. For details of Reward 1C, please refer the section of Reward 1C of the Terms and Conditions stated in the promotion leaflet.
#Please refer to the Terms and Conditions stated in the promotion leaflet for the definition(s).
Reward 2A – Designated Critical Illness Products Premium Refund + Special Reward - Out-patient Service
Table 2A
Designated Critical Illness Products Premium Refund + Special Reward - Out-patient Service | ||||
Designated Basic Plans | ||||
Designated Basic Plans | - LoveAssure Critical Illness Plan - LoveAssure Plus Critical Illness Plan | |||
Premium Payment Term | ||||
Premium Payment Term | 10 years | 15 years | 20 years | 25 years |
Premium Refund on Each Eligible Basic Plan of Reward 2A# | ||||
Premium Refund on Each Eligible Basic Plan of Reward 2A# | 2 months7 | 2 months7 | 3 months7 | 3 months7 |
Special Reward | ||||
Special Reward | Out-patient Service (please refer to "Special Reward – Out-patient Service" for details) | |||
If you successfully apply for the Designated Critical Illness Products, you can exclusively apply for the limited offer 5-Year GoalSaver which offers guaranteed return of up to 4.8%p.a. upon policy maturity subject to relevant terms and conditions as set out in the AXA “5-Year GoalSaver Maturity Bonus” Programme leaflet. For details, please refer to the relevant programme leaflet. Act now to seize this limited offer!
7. For details of Reward 2A, please refer to the section of Reward 2A of the Terms and Conditions stated in the promotion leaflet.
#Please refer to the Terms and Conditions stated in the promotion leaflet for the definition(s).
Reward 3A – Wealth Advance Savings Series II – Ultimate / Wealth Ultra Savings Plan – Premium Refund
During the Promotion Period, if customer successfully submits application for a basic plan of Wealth Advance Savings Series II – Ultimate / Wealth Ultra Savings Plan, customer may be entitled to premium refund on future premium(s).
Table 3A
Wealth Advance Savings Series II – Ultimate / Wealth Ultra Savings Plan Premium Refund | |||||
Designated Basic Plans | |||||
Designated Basic Plans | Designated Basic Plans | Wealth Advance Savings Series II – Ultimate | Wealth Ultra Savings Plan | ||
Premium Payment Term | |||||
Premium Payment Term | Premium Payment Term | 5 years | 10 years | 8 years | |
Total AFYP of Designated Basic Plan and its Supplements (if applicable) (USD) | |||||
Total AFYP of Designated Basic Plan and its Supplements (if applicable) (USD) | Total AFYP of Designated Basic Plan and its Supplements (if applicable) (USD) | USD5,000 or above | |||
Premium Refund Percentage on Each Eligible Policy of Reward 3A# (% of the total AFYP of Eligible Policy of Reward 3A) | |||||
Premium Refund Percentage on Each Eligible Policy of Reward 3A# (% of the total AFYP of Eligible Policy of Reward 3A) | Premium Refund Percentage on Each Eligible Policy of Reward 3A# (% of the total AFYP of Eligible Policy of Reward 3A) | 5%10 | 10%10 | 7%10 | |
10. For details of Reward 3A, please refer to the section of reward 3A of the Terms and Conditions stated in the promotion leaflet.
#Please refer to the Terms and Conditions stated in the promotion leaflet for the definition(s).
Reward 3B – FortuneXtra Savings Plan Premium Refund
During the Promotion Period, if customer successfully submits applications for a basic plan of FortuneXtra Savings Plan, customer may be entitled to premium refund on future premium(s).
What is more? During the Promotion Period, if customer also successfully submits applications for any of the following Designated Insurance Plans and all the relevant policies are held by the same policy owner, the basic plan of FortuneXtra Savings Plan customer applies may be entitled to 3% extra premium refund on future premium(s).
Designated Insurance Plans:
• IncomeBliss Deferred Annuity Plan
• LoveAssure Critical Illness Plan / LoveAssure Plus Critical Illness Plan
• AXA WiseGuard Pro Medical Insurance Plan (basic plan / supplement)
• Global Elite II Health Plan
• CareForAll Critical Illness Plan
• JoyAhead Immediate Annuity Plan
Table 3B
FortuneXtra Savings Plan Premium Refund | ||||||
Designated Basic Plan | ||||||
Designated Basic Plan | FortuneXtra Savings Plan | |||||
Total AFYP of Designated Basic Plan and its Supplements (if applicable) | ||||||
Total AFYP of Designated Basic Plan and its Supplements (if applicable) | Total AFYP of Designated Basic Plan and its Supplements (if applicable) | Premium Refund Percentage on Each Eligible Policy of Reward 3B# (% of the total AFYP of Eligible Policy of Reward 3B) | ||||
Total AFYP of Designated Basic Plan and its Supplements (if applicable) | ||||||
Total AFYP of Designated Basic Plan and its Supplements (if applicable) | Basic Premium Refund | Extra Premium Refund (if same policy owner successfully applies for Designated Insurance Plans) | Extra Premium Refund (if same policy owner successfully applies for Designated Insurance Plans) | Total | ||
Total AFYP of Designated Basic Plan and its Supplements (if applicable) | ||||||
Total AFYP of Designated Basic Plan and its Supplements (if applicable) | 5-Year Pay | 10-Year Pay | Extra Premium Refund (if same policy owner successfully applies for Designated Insurance Plans) | 5-Year Pay | 10-Year Pay | |
USD5,000 – USD39,999 (or its equivalent)^ | ||||||
USD5,000 – USD39,999 (or its equivalent)^ | 10%11 | 10%11 | +3%11 | +3%11 | 13%11 | 13%11 |
USD40,000 – USD79,999 (or its equivalent)^ | ||||||
USD40,000 – USD79,999 (or its equivalent)^ | 18%11 | 20%11 | +3%11 | 21%11 | 23%11 | |
USD80,000 or above (or its equivalent)^ | ||||||
USD80,000 or above (or its equivalent)^ | 22%11 | 25%11 | +3%11 | 25%11 | 28%11 | |
^Total AFYP of Designated Basic Plan and its Supplements (if applicable) for all policy currencies and the corresponding premium refund percentage are shown in the promotion leaflet.
11. For details of Reward 3B, please refer to the section of Reward 3B of the Terms and Conditions stated in the promotion leaflet.
#Please refer to the Terms and Conditions stated in the promotion leaflet for the definition(s).
Reward 3C - Max Wealth Insurance Plan (Lump Sum Payment) – Guaranteed Preferential Interest Rate
Reward 3C of the Promotion provides customers an offer of guaranteed preferential interest rate of 4.5% per annum△ on the prepaid amount for the 1st policy year.
To enjoy this offer, simply opt for lump sum payment arrangement and pay a lump sum payment with levy at the time of application of your Max Wealth Insurance Plan. The lump sum payment with levy to be applied as follows:
(i) pay for annual premium of the 1st policy year and the corresponding levy ; and
(ii) deposit fund in advance into the future premium deposit account for premium payment of the 2nd policy year (“Prepaid Amount”) and the corresponding levy. The Prepaid Amount will accumulate interest in the 1st policy year at a guaranteed preferential interest rate of 4.5% per annum in the future premium deposit account. At the end of the 1st policy year, the interest accrued will be credited to the future premium deposit account, and the Prepaid Amount and its accrued interest will be equal to the annual premium of the 2nd policy year and will be automatically deducted from the future premium deposit account to settle the annual premium for the 2nd policy year and the corresponding levy when due.
Table 3C
Max Wealth Insurance Plan (Lump Sum Payment) – Guaranteed Preferential Interest Rate | |
Designated Basic Plan | |
Designated Basic Plan | Max Wealth Insurance Plan ^ |
Guaranteed Preferential Interest Rate on the Prepaid Amount in the 1st Policy Year | |
Guaranteed Preferential Interest Rate on the Prepaid Amount in the 1st Policy Year | 4.5% per annum12 |
△The guaranteed preferential interest rate of 4.5% per annum is applicable to the Prepaid Amount only.
^ Only applicable to Max Wealth Insurance Plan with the Lump Sum Payment arrangement selected.
12. For details of Reward 3C, please refer to the section of Reward 3C of the Terms and Conditions stated in the promotion leaflet.
Reward 3D - Max Goal Insurance Plan Premium Discount
Table 3D
Max Goal Insurance Plan Premium Discount | |||
Designated Basic Plan | |||
Designated Basic Plan | Max Goal Insurance Plan | ||
Single Premium of Designated Basic Plan (USD) | |||
Single Premium of Designated Basic Plan (USD) | Below USD500,000 | USD500,000 to USD999,999 | USD1,000,000 or above |
Premium Discount Percentage on Each Eligible Basic Plan of Reward 3D# (% of Single Premium of Eligible Basic Plan of Reward 3D) | |||
Premium Discount Percentage on Each Eligible Basic Plan of Reward 3D# (% of Single Premium of Eligible Basic Plan of Reward 3D) | 1%13 | 2%13 | 3%13 |
13. For details of Reward 3D, please refer to the section of Reward 3D of the Terms and Conditions stated in the promotion leaflet.
#Please refer to the Terms and Conditions stated in the promotion leaflet for the definition(s).
Reward 4 – HKD200 Supermarket Cash Vouchers for Designated General Insurance Products
Table 4
Product Category | Designated General Insurance Products | ||
Designated General Insurance Products | |||
Designated General Insurance Products | Designated General Insurance Products | Leisure and travel | SmartStudent Overseas SmartTraveller Plus (Annual Cover)~ |
Designated General Insurance Products | |||
Designated General Insurance Products | Personal accident | SmartProtect Plus | |
Designated General Insurance Products | |||
Designated General Insurance Products | Property | SmartHome Plus# | |
Designated General Insurance Products | |||
Designated General Insurance Products | Motor | SmartDrive Private Car (Comprehensive coverage and third party liabilities coverage) | |
Designated General Insurance Products | |||
Designated General Insurance Products | Liability | SmartHelper Plus# | |
Total Accumulated Paid Premium of one or more Designated General Insurance Products15 (HKD) | |||
Total Accumulated Paid Premium of one or more Designated General Insurance Products15 (HKD) | HKD2,000 or above | ||
Reward for Each Eligible Applicant of Reward 4# | |||
Reward for Each Eligible Applicant of Reward 4# | HKD200 Supermarket Cash Vouchers15 | ||
~ New customers of SmartTraveller Plus (Single Journey and/or Annual Cover), who make the purchase online through AXA Financial Consultant, can enjoy 15% instant premium discount from 1 April 2024 to 30 June 2024, both dates inclusive. Please contact AXA Financial Consultant for details. Terms and conditions apply.
#New customers of SmartHome Plus and / or SmartHelper Plus (Foreign Domestic Helper Prestige Plan), who make the purchase online through AXA Financial Consultant, can enjoy 10% instant premium discount from 1 April 2024 to 30 June 2024, both dates inclusive. Please contact AXA Financial Consultant for details. Terms and conditions apply.
15. For details of Reward 4, please refer to the section of Reward 4 of the Terms and Conditions stated in the promotion leaflet.
#Please refer to the Terms and Conditions stated in the promotion leaflet for the definition(s).
Reward 5 – Exclusive Privilege for New Customers of Designated Employee Benefits Insurance Package Plans
Table 5
Exclusive Privilege for New Customers of Designated Employee Benefits Insurance Package Plans | ||
Designated Employee Benefits Insurance Package Plans | ||
Designated Employee Benefits Insurance Package Plans | - Axcellent Health Partner Employee Benefits Insurance Package Plan - CORProtect Employee Benefits Insurance Package Plan - Tailormade Group Medical Plan | |
Reward for each Eligible Policy of Reward 5#,16 | ||
Reward for each Eligible Policy of Reward 5#,16 | Reward for each Eligible Policy of Reward 5#,16 | |
Reward for each Eligible Policy of Reward 5#,16 | ||
Reward for each Eligible Policy of Reward 5#,16 | New customers (brand new) may be entitled to FORA Active Wireless plus (P30 plus BT)(Suggested Retail Price: HKD900) OR FORA Body Composition Analyzer W600 (Suggested Retail Price: HKD650) (Total AFYP of each Eligible Policy of Reward 5 must be HKD8,000 or above) | |
16. For details of Reward 5, please refer to the section of Reward 5 of the Terms and Conditions stated in the promotion leaflet .
#Please refer to the Terms and Conditions stated in the promotion leaflet for the definition(s).
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