FWD Invest Goal 1 has four core features:
Enjoy free cover against death and have every dollar invested
A death benefit of 105% of policy value will be paid if death occurs1.
100% of your single premium will be used to buy units in the ILP sub-funds you have chosen2.
1For joint life policies, the death benefit will be paid on the death of the last life insured.
2Charges will be deducted via deduction of units after your single premium has been used to purchase units in your chosen funds.
Penalty free withdrawals
Withdraw from your policy anytime at no charge. Simply maintain a minimum balance of 10% of your single premium investment in the initial units account to keep your policy in-force.
On-going charge is kept at 1% p.a.
Only 1% of the initial units account value is deducted yearly if your policy remains in force3.
3A plan charge of 1.4% of single premium paid will be deducted yearly from policy year 1 to 5.
Curated funds and complimentary auto-rebalancing service
Exclusive opportunity to invest in over 50+ curated funds from globally established fund managers.
Our auto-rebalancing technology tracks and monitors your portfolio to make adjustments based on your predefined fund allocation.