FWD Invest Goal Flexi consists of two investment accounts:
- Initial units account
- Accumulation units account
Initial units account
- Units bought using your regular premiums paid throughout the policy term will go in here.
- Units purchased using the booster bonus, contribution bonus and loyalty bonus paid to the policy will also be credited to this account.
- Initial account charge and premium shortfall charge (if any) will be deducted from this account.
Accumulation units account
- Units bought using any top-up premium paid to the policy will be allocated to this account.
The policy value is the total sum of the value of units in your initial units account and your accumulation units account.