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Wealth Advance Savings Series II – Ultimate

Wealth Advance Savings Series II – Ultimate

Enjoy up to 13% premium refund*!

*For details, please refer to the relevant promotion leaflet. Terms and conditions apply.

What can Wealth Advance Savings Series II - Ultimate do for you?

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.

Ultimate received:

“Excellent Brand of Savings Insurance” from Metro Finance’s “Hong Kong Leader’s Choice 2022”

Product Features

Boost your wealth accumulation

With Ultimate, you can enjoy the growth potential of your savings with 2 types of non-guaranteed bonuses - reversionary bonus and terminal bonus¹ after the policy has been in-force for 3 years.

  • Enjoy growth potential of your savings
  • Help you achieve your financial goals
Pass on a legacy to future generations

After the end of the 1st policy year, you may change the insured of the policy subject to the prevailing administrative rules of the Company2,3. The change of insured will not affect the policy values and the benefit period is up to age 100⁴ of the latest insured.

  • Enable you to manage your wealth with extra flexibility in the long run
  • Pass on a legacy from generation to generation
Protect yourself and your loved ones against the unforeseen

In the unfortunate event that the insured passes away, Ultimate will provide a death benefit to the designated beneficiary.

  • Safeguard your family against the financial impact brought by the unfortunate
  • Enjoy added peace of mind
How does Ultimate work?

Watch the product video to see how the plan helps boost your wealth accumulation

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Wealth Advance Savings Series II - Ultimate Product Brochure
PDF 2.6 MB
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Wealth Advance Savings Series II - Ultimate Product Leaflet
PDF 501.1 KB
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Accident Protector First 3 Years Free Supplement Product Brochure
PDF 3 MB
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Participating Policy Fact Sheet
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Fulfilment Ratios and Total Value Ratios of AXA’s Participating Plans
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Customer Hotline(852) 2802 2812

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Monday - Friday: 09:00 - 17:30
Saturday: 09:00 - 13:00
Except Public Holidays

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Want to talk to us?
Please input correct information.
We can only discuss insurance matters with you when you are in HK.
Please input correct information.
Please input correct information.
Maximum 250 characters
*Required

By submitting this form, I agree with AXA's use of my personal data above to conduct direct marketing in relation to insurance products issued by AXA. AXA won’t engage in such activities otherwise. I also acknowledge and agree with the Privacy Policy & Personal Information Collection Statement.

Want to talk to us?
Please input correct information.
We can only discuss insurance matters with you when you are in HK.
Please input correct information.
Please input correct information.
Maximum 250 characters
*Required

By submitting this form, I agree with AXA's use of my personal data above to conduct direct marketing in relation to insurance products issued by AXA. AXA won’t engage in such activities otherwise. I also acknowledge and agree with the Privacy Policy & Personal Information Collection Statement.

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 policyowner, customer may be entitled to 3% 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 (This product will be launched on 3 July 2023)

• Global Elite II Health Plan

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%8
10%8
7%8

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 policyowner successfully applies for Designated Insurance Plans)

+3%8

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

8%8

13%8

10%8

8. 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).

“Excellent Brand of Savings Insurance” from Metro Finance’s “Hong Kong Leader’s Choice 2022”
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.