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Personal Information

Quotation Detail Quotation No.:
Client Name:
Middle Name:
Last Name:
Product Name: Wealth Plus Plan
Payments Frequency:
Premium Amount:
Target Amount:
Life Sum Assured:
Referral Code

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Wealth Plus Plan


The Custodian WealthPlus Plan is a policy designed to help you create and accumulate wealth by combining the features of Insurance and savings to meet your unique financial needs and lifestyle

The policy takes care of your immediate and future financial needs or goals by periodically providing you access to funds at intervals, whilst still saving for the future. The policy also provides you with a life insurance cover to secure the future of your loved ones in the event of the unexpected.

FEATURES AND BENEFITS

  • Payment mode: monthly, quarterly, bi-annually, annually
  • Age: minimum and maximum age of entry are 18 and 60 years respectively
  • Policy duration: minimum duration is 5 years
  • Maturity value: this can be paid as a lump sum at maturity or in instalments at partial maturity (which is only accessible after the second year)
  • Accessibility: your funds can be accessed when planned or for emergencies
  • Tax advantage: the policy can be used for tax relief
  • Combined benefit: offers a life insurance cover while you create wealth
  • Target savings: it can be used for short-term and long-term projects like buying a car, buying a house or starting a business