【Limited time offer】
Apply and enjoy up to 28% premium refund# and enjoy 5% p.a. guaranteed preferential interest rate#
#Terms and conditions of this promotion apply. For details, please refer to the below promotion leaflet.
Why Choose FortuneXtra Savings Plan?
As the digital era and globalisation continues to unfold, we are now faced with ever more opportunities to travel, work, study, even move or retire abroad.
Offering exceptional flexibilities with multiple currency conversion, lock-in and withdrawal tools, FortuneXtra Savings Plan (“FortuneXtra”) not only helps you seize global opportunities and boost returns, but also preserves and grows your legacy across generations.
FortuneXtra has received various awards and accolades, including:
FortuneXtra’s Key Advantages
- A choice of up to 9 policy currencies, including RMB, USD and EUR, to unleash wealth-planning flexibility
- 【First in the market1】
Dual Currency Accounts let you accumulate interests and make withdrawal in another chosen currency on top of policy currency
- Currency Conversion Option lets you convert policy in whole or in part to a policy of different currency for an unlimited number of times2
- Competitive returns with superior liquidity to help you reach ambitious financial goals
- Seamless wealth transfer via change of insured for an unlimited number of times to extend your legacy across generations
How can we convert currency and lock-in return with FortuneXtra to seize global opportunities?
How does FortuneXtra help you plan wealth globally across generations?
All parents want to do what’s best for their children. Learn through the sample case of Tim (Policyholder, age 30) to see how FortuneXtra’s unique wealth-planning flexibilities can help you plan, grow and transfer your precious wealth to your next generations.
Background:
Tim takes out a FortuneXtra policy in RMB as he is about to start a new job in the Greater Bay Area. His new-born daughter (Jennifer, age 0) becomes the initial insured^ of the policy.
- Policy owner: Tim (age 30)
- Policy’s Initial insured^: Tim’s daughter, Jennifer (age 0)
- Premium payment term: 5 years
- Annual premium: RMB240,000
Starting at HKD 1,549/month³ only
(5-year pay)
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Remarks
Disclaimer
Reward 3B – FortuneXtra Savings Plan Premium Refund
Table 3B
FortuneXtra Savings Plan Premium Refund | ||
Designated Basic Plan | ||
Designated Basic Plan | FortuneXtra Savings Plan (5-year pay) | FortuneXtra Savings Plan (10-year pay) |
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) | |
USD5,000 – USD39,999 (or its equivalent)^ | ||
USD5,000 – USD39,999 (or its equivalent)^ | 15%10 | |
USD40,000 - USD79,999 (or its equivalent)^ | ||
USD40,000 - USD79,999 (or its equivalent)^ | 25%10 | |
USD80,000 or above (or its equivalent)^ | ||
USD80,000 or above (or its equivalent)^ | 28%10 | |
^Total AFYP of Designated Basic Plan and its Supplements (if applicable) for all policy currencies and the corresponding premium refund percentage are shown in this leaflet.
10. For details of Reward 3B, please refer to clauses 1 to 4 under Reward 3B of the Terms and Conditions stated in this leaflet.
#Please refer to the Terms and Conditions stated in the promotion leaflet for the definition(s).
“Saving Plan – Excellence" from Bloomberg Businessweek’s “Financial Institution Awards 2022”
“Outstanding Savings Product Award” from Metro Finance’s “GBA Insurance Awards 2022 – Hong Kong Region”
“Innovative Insurance Product (Savings)” from Sing Tao Daily’s “Sing Tao Service Awards 2021”
“Excellent Brand of Savings Insurance” from Metro Finance’s “Hong Kong Leader’s Choice 2022”
Let's learn more from Tim's case
Meet our Financial Consultant via virtual appointment!
Experience our seamless digital enrollment platform! Meet, buy, sign, pay and upload documents safely from the comfort of your home.
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