Enjoy up to 16% premium refund*!
*For details, please refer to the relevant promotion leaflet. Terms and conditions apply.
Wealth Advance Savings Series II - Ultimate
Achieving success means seizing the right opportunities, so you need a savings solution that can keep up with your ambitions. Our Wealth Advance Savings Series II – Ultimate (“Ultimate”) offers potential high returns on your long-term savings, along with cash withdrawals to support your changing needs. With Ultimate, you can:
- Maximise potential returns for accelerated growth
- Pass on a legacy to future generations
- Protect yourself and your loved ones against the unforeseen
Wealth Advance Savings Series II - Classic
Getting on the right track towards financial freedom can be simple, as long as you choose a savings solution that can help you reach your goals. On top of potential returns on your long-term savings, Wealth Advance Savings Series II – Classic (“Classic”) also provides guaranteed cash value for your wealth accumulation journey. With Classic, you can:
- Enjoy higher guaranteed cash value to achieve growth
- Pass on a legacy to future generations
- Protect yourself and your loved ones against the unforeseen
Accident Protector First 3 Years Free Supplement
If you successfully apply for Wealth Advance Savings Series II – Ultimate or Wealth Advance Savings Series II – Classic, you may have the option to apply for the Accident Protector First 3 Years Free Supplement which provides accident protection up to HKD500,000 with the first three years' premium waived.
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Disclaimer
Reward 2A – Wealth Advance Savings Series II – Ultimate / Wealth Ultra Savings Plan Premium Refund
During the Promotion Period, if customer successfully submits application for a basic plan of Wealth Advance Savings Series II – Ultimate / Wealth Ultra Savings Plan, customer may be entitled to premium refund on future premium(s).
What is more? During the Promotion Period, if customer also successfully submits applications for any of the following Designated Insurance Plans and all the relevant policies are held by the same policy owner, customer may be entitled to 6% extra premium refund on future premium(s).
Designated Insurance Plans:
• LoveAssure Critical Illness Plan / LoveAssure Plus Critical Illness Plan
• AXA WiseGuard Pro Medical Insurance Plan (basic plan / supplement)
• JoyAhead Immediate Annuity Plan
• Global Elite II Health Plan
• CareForAll Critical Illness Plan (This product will be launched on 3 October 2023)
Table 2A
Wealth Advance Savings Series II – Ultimate / Wealth Ultra Savings Plan Premium Refund | |||||
Designated Basic Plans | |||||
Designated Basic Plans | Designated Basic Plans | - Wealth Advance Savings Series II – Ultimate | - Wealth Ultra Savings Plan | ||
Premium Payment Term | |||||
Premium Payment Term | Premium Payment Term | 5 years | 10 years | 8 years | |
Total AFYP of Designated Basic Plan and its Supplements (if applicable) (USD) | |||||
Total AFYP of Designated Basic Plan and its Supplements (if applicable) (USD) | Total AFYP of Designated Basic Plan and its Supplements (if applicable) (USD) | USD5,000 or above | |||
Premium Refund Percentage on Each Eligible Policy of Reward 2A# (% of the total AFYP of Eligible Policy of Reward 2A) | |||||
Premium Refund Percentage on Each Eligible Policy of Reward 2A# (% of the total AFYP of Eligible Policy of Reward 2A) | Premium Refund Percentage on Each Eligible Policy of Reward 2A# (% of the total AFYP of Eligible Policy of Reward 2A) | Basic Premium Refund | 5%9 | 10%9 | 7%9 |
Premium Refund Percentage on Each Eligible Policy of Reward 2A# (% of the total AFYP of Eligible Policy of Reward 2A) | |||||
Premium Refund Percentage on Each Eligible Policy of Reward 2A# (% of the total AFYP of Eligible Policy of Reward 2A) | Extra Premium Refund (if same policy owner successfully applies for Designated Insurance Plans) | +6%9 | |||
Premium Refund Percentage on Each Eligible Policy of Reward 2A# (% of the total AFYP of Eligible Policy of Reward 2A) | |||||
Premium Refund Percentage on Each Eligible Policy of Reward 2A# (% of the total AFYP of Eligible Policy of Reward 2A) | Total | 11%9 | 16%9 | 13%9 | |
9. For details of Reward 2A, please refer to the section of reward 2A 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).
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