FWD Invest Goal X consists of two investment accounts:
- Initial units account; and
- Accumulation units account
Initial units account
- Units bought using your regular premiums paid through the policy term will go here.
- Units purchased using the booster 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 the top-ups premium paid to the policy will be allocated to this account.
The policy value is the sum of the value of units in your initial units account as well as accumulation units account.