Orion Investment Insurance Plan Notices

Last UpdatedTitle
10/05/2019[Franklin Templeton] Change to the name of the Reference Fund
(PDF 129.9 KB)
29/03/2019[Fidelity] Appointment of investment advisor
(PDF 155.7 KB)
18/03/2019[Janus Henderson] Change to the investment management of the Reference Fund
(PDF 156.4 KB)
07/03/2019[Legg Mason] Certain changes to the reference fund of the investment option
(PDF 198.9 KB)
07/03/2019[First State] Change of depositary
(PDF 199.8 KB)
07/03/2019[BlackRock] Certain changes to the reference fund of the investment option
(PDF 232.4 KB)
09/01/2019[Franklin Templeton] Amendment to the investment policy of Reference Fund to broaden its investment universe
(PDF 166 KB)
09/01/2019[DWS] Name change of the management company of Reference Fund
(PDF 135.6 KB)
13/12/2018[Schroder] Change of name of the management company of Reference Funds
(PDF 231.7 KB)
13/12/2018[First State] Increase the existing maximum limits for investment in China A Shares
(PDF 184.4 KB)
12/10/2018[AB] Change of name and update to investment policies of the Reference Fund
(PDF 463 KB)
16/08/2018[Pictet] Certain changes to the reference funds of investment options
(PDF 342.7 KB)
20/07/2018[Franklin Templeton] Elaboration on the investment policy and a change of name of Reference Fund
(PDF 339.6 KB)
12/06/2018[First State] Change of one of the sub-investment managers of First State Global Umbrella Fund plc
(PDF 253.3 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.