MasterSolution Investment Plan Notices

Last UpdatedTitle
17/07/2020[Amundi] Removal of sub-investment manager of the Reference Fund
(PDF 206.1 KB)
27/11/2019[Franklin Templeton] Change to the investment management structure of reference funds
(PDF 282.1 KB)
24/04/2019[Amundi] Introduction of swing pricing
(PDF 158.1 KB)
29/03/2019[Fidelity] Appointment of investment advisor
(PDF 148.6 KB)
07/03/2019[Invesco] Change of depositary and administration agent, domiciliary and corporate agent and paying agent
(PDF 142.7 KB)
09/01/2019[Franklin Templeton] Amendment to the investment policy of Reference Fund to broaden its investment universe
(PDF 166.6 KB)
07/12/2018[Morgan Stanley] Change of management company of Reference Fund
(PDF 167.3 KB)
08/08/2018[Invesco] Change of the reference funds of investment options
(PDF 468 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.

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