Orion II Investment Insurance Plan Notices

2020
2019
[Barings] Change to the list of potential investment sub-delegates of the reference funds
PDF 209.9 KB
[Franklin Templeton] Merger of Franklin Select U.S. Equity Fund into Franklin U.S. Opportunities Fund
PDF 401.3 KB
[Amundi] Withdrawal of authorisation and termination of the investment option
PDF 354.6 KB
[First State] Rebrand to First Sentier Investors and change to the name of the investment manager and certain sub-investment managers of the Reference Fund
PDF 248.9 KB
[Invesco] Repositioning of the Reference Fund
PDF 287.8 KB
[Janus Henderson] Various changes
PDF 420.6 KB
[Amundi] Change to the sub-investment manager of the Reference Fund
PDF 193.1 KB
[Investec] Change to the name of service providers of Investec Global Strategy Fund and the name of Reference Funds
PDF 247.7 KB
[Architas] Change to the fee structure of the reference funds and increase in the all-in fee payable by the reference fund
PDF 202.6 KB
[Barings] Change of the list of potential investment sub-delegates of the reference funds
PDF 230.3 KB
[Amundi] Closure to subscriptions and switching-in to the reference fund of the affected investment option
PDF 225.1 KB
[AXA IM] Change to the investment management structure of the reference fund
PDF 167.3 KB
[Barings] Withdrawal of authorisation and termination of the investment option
PDF 276.1 KB
[DWS] Withdrawal of authorisation and termination of the investment option
PDF 258.3 KB
[Franklin Templeton] Change to the investment management structure of reference fund
PDF 242.5 KB
[Fidelity] Closure to subscriptions and switches in to the reference fund of the affected investment option
PDF 190.8 KB

Important Notes

  1. Investment involves risks, including fluctuation of market price of investment. The value of the investments and their yield may go down as well as up as a consequence of the general nature of various investments. Past performance is not indicative of future performance. It is important for you to know your risk tolerance level and the level of risks associated with your investment before making any investment decisions. Please refer to the respective Principal Brochures of different investment-linked insurance plans for details including the risk factors.
  2. You should not purchase these plans unless you understand them and it has been explained to you how they are suitable to you. The final decision is yours.
  3. Please do not invest based on the information in this website only.
  4. You are strongly recommended to read the Principal Brochures of the investment-linked insurance plans (including the Product Brochures, the Investment Options Leaflets and the Product Key Facts Statements) and the respective offering documents of the reference funds carefully, which are made available by the Company.