【Limited time offer】
Enjoy up to 15% premium refund*!
*For details, please refer to the relevant promotion leaflet. Terms and conditions apply.
When it comes to building wealth, we all have different dreams and financial priorities. As your trusty partner on your wealth accumulation journey, AXA’s Wealth Advance Savings Series II offers you two savings plans so that you can choose how to build wealth based on your financial priorities and risk appetite. No matter which plan you choose, Wealth Advance Savings Series II can help you achieve your ambitions, for the future you’ve always dreamed of. You may enjoy up to 15% premium refund* now upon successful application for Wealth Advance Savings Series II - Ultimate!
Being “Cautious” or “Aggressive”?
While pursuing the financial freedom, some people may be very cautious and are not comfortable to take the first step. It can be simple to bring your dreams to life, as long as you choose a savings solution that can help you reach your goals.
Wealth Advance Savings Series II - Ultimate
- Maximise potential returns for accelerated growth
- Support your changing needs with cash withdrawals
- You may change the insured of the policy after the end of the 1st policy year. The change of insured is up to 3 times. Pass on a legacy to future generations.
Wealth Advance Savings Series II - Classic
- Enjoy higher guaranteed cash value to achieve growth
- You may change the insured of the policy after the end of the 1st policy year. The change of insured is up to 3 times. Pass on a legacy to future generations.
- Protect yourself and your loved ones against the unforeseen
Wealth Advance Savings Series II - Ultimate
Starting at HKD 1,563/month1 only
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.
Remarks
Reward 3F – Designated Savings Products Special Premium Refund
From 26 April 2025 to 31 May 2025, both dates inclusive, if customer successfully submits applications for the following basic plan / supplement and all the relevant policies are held by the same policy owner:
1. a basic plan of FortuneXtra Savings Plan / WealthAhead Savings Plan and its supplements (if applicable) ("Designated Savings Policy of Reward 3F”) with the required total AFYP as stated in Table 3F below; and
2. TotalAssure Critical Illness Plan / TotalAssure Critical Illness Plan – Baby Pro / TotalAssure Plus Critical Illness Plan / TotalAssure Plus Critical Illness Plan – Baby Pro / GlobalReach Medical Insurance Plan / AXA WiseGuard PronMedical Insurance Plan (basic plan/ supplement) (“Designated Critical Illness and Medical Protection Policy”),
customer may be entitled to HKD3,888 (or its equivalent in foreign currency) special premium refund14 on future premium(s) on Designated Savings Policy of Reward 3F.
Table 3F
Designated Savings Products Special Premium Refund | ||
Designated Basic Plans | ||
Designated Basic Plans | FortuneXtra Savings Plan | WealthAhead Savings Plan |
Total AFYP of Designated Basic Plan and its Supplements (if applicable) | ||
Total AFYP of Designated Basic Plan and its Supplements (if applicable) | HKD150,000 / USD18,750 / RMB121,875 / EUR18,750 / GBP11,250 / CAD22,500 / AUD22,500 / SGD30,000 or above | HKD250,000 / USD 31,250 / RMB203,125 or above |
Special Premium Refund on Each Eligible Policy of Reward 3F# | ||
Special Premium Refund on Each Eligible Policy of Reward 3F# | HKD3,888 (or its equivalent in foreign currency)14 | |
What is more? If you successfully apply for FortuneXtra Savings Plan during the Promotion Period of Reward 3F, you may also enjoy the Basic Premium Refund of Reward 3B and Extra Premium Refund of Reward 3B (if applicable), whereas if you successfully apply for WealthAhead Savings Plan, you may enjoy 6.8% per annum Guaranteed Preferential Interest Rate subject to relevant terms and conditions as set out in the AXA “WealthAhead Savings Plan Guaranteed Preferential Interest Rate” Programme leaflet. For details, please refer to the relevant programme leaflet. Act now to seize this limited offer!
14. For details of Reward 3F, please refer to the section of reward 3F 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).
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.
Follow AXA
