Investor’s Plan

An ideal scheme for combining systematic investment and low insurance cost.
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What is it about

Investor’s Plan is a fixed-duration investment scheme. It’s unit-linked and provides systematic investment and low insurance cost for people who cannot be tax-exempted or cannot have extensive coverage for loss of life due to health or age reasons

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Target

Maximize capital through systematic investment

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Duration

Up to 85 years old

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Insured amount

Maximum insurance cover of €2.000.000

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Investment Funds

A choice between the 5 Internal Unit-Linked Investment Funds of Universal Life.

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Tax Exemption

Premiums can be tax-exempted

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Benefits/Covers

Maximum insured age is 75 years old
Policyholders may increase or decrease premiums depending on their needs
They may also add optional premium to increase their accumulated capital.
Coverage for loss of life

Documents

Key Information Document Investor's Plan
PDF, 213.94 KB

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