Enjoy up to 10% 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 3A – 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).
Table 3A
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 3A# (% of the total AFYP of Eligible Policy of Reward 3A) | |||||
Premium Refund Percentage on Each Eligible Policy of Reward 3A# (% of the total AFYP of Eligible Policy of Reward 3A) | Premium Refund Percentage on Each Eligible Policy of Reward 3A# (% of the total AFYP of Eligible Policy of Reward 3A) | 5%10 | 10%10 | 7%10 | |
10. For details of Reward 3A, please refer to the section of reward 3A 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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