Access Portfolio 5000 Series
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Access Portfolio 8000 Series |
Access Portfolio Plus |
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Currency: USD $ - EUR € - GBP £ |
Currency: USD $ - EUR € - GBP £ |
Currency: USD $ - EUR € - GBP £ |
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Minimum Contribution: USD 75,000 / EUR 75,000 / GBP 50,000 |
Minimum Contribution: USD 75,000 / EUR 75,000 / GBP 50,000 |
Minimum Contribution: USD 75,000 / EUR 75,000 / GBP 50,000 |
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Top Up Minimum: USD 7,500 / EUR 7,500 / GBP 5,000 |
Top Up Minimum: USD 7,500 / EUR 7,500 / GBP 5,000 |
Top Up Minimum: USD 7,500 / EUR 7,500 / GBP 5,000 |
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Minimum Dealing Amounts: Funds: USD 5,000 / EUR 5,000 / GBP 4,000 Bonds: USD 10,000 / EUR 10,000 / GBP 8,000 No minimum dealing amount for Stocks, ETFs and Structured Notes |
Minimum Dealing Amounts: Funds: USD 5,000 / EUR 5,000 / GBP 4,000 Bonds: USD 10,000 / EUR 10,000 / GBP 8,000 No minimum dealing amount for Stocks, ETFs and Structured Notes |
Minimum Dealing Amounts: Funds: USD 5,000 / EUR 5,000 / GBP 4,000 Bonds: USD 10,000 / EUR 10,000 / GBP 8,000 No minimum dealing amount for Stocks, ETFs and Structured Notes |
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Establishment Charge: NIL |
Establishment Charge: NIL |
Establishment Charge: NIL |
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Administration Charge: 0.45% quarterly (1.8% per annum) during the first 5 years. This charge will be calculated based on the higher of the premium paid or the account value. |
Administration Charge: 0.30% quarterly (1.2% per annum) during the first 8 years. This charge will be calculated based on the higher of the premium paid or the account value. |
Administration Charge: 0.25% quarterly (1.00% per annum) for the duration of the Policy, based on the account value. |
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Policy Fee: USD 180 / EUR 180 / GBP 112.5 Quarterly |
Policy Fee: USD 180 / EUR 180 / GBP 112.5 Quarterly |
Policy Fee: USD 90 / EUR 90 / GBP 55 Quarterly |
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Dealing Charges: Stocks, ETFs, Funds and Structured Notes: USD 50 / EUR 50 / GBP 40 Bonds: USD 100 / EUR 100 / GBP 80 |
Dealing Charges: Stocks, ETFs, Funds and Structured Notes: USD 50 / EUR 50 / GBP 40 Bonds: USD 100 / EUR 100 / GBP 80 |
Dealing Charges: Stocks, ETFs, Funds and Structured Notes: USD 50 / EUR 50 / GBP 40 Bonds: USD 100 / EUR 100 / GBP 80 |
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Surrender Charge: Equal to outstanding administration charges at the time of the surrender, based on the higher of the premium paid or the account value. |
Surrender Charge: Equal to outstanding administration charges at the time of the surrender, based on the higher of the premium paid or the account value. |
Surrender Charge: Plan is free of surrender charges and it can be redeemed at any time you wish. |
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Free Partial Withdrawals: Free partial withdrawals available, but subject to maintaining the minimum Net Surrender Value of USD 15,000 / EUR 15,000 / GBP 10,000. Minimum surrender is USD 500 / EUR 500 / GBP 300. |
Free Partial Withdrawals: Free partial withdrawals available, but subject to maintaining the minimum Net Surrender Value of USD 15,000 / EUR 15,000 / GBP 10,000. Minimum surrender is USD 500 / EUR 500 / GBP 300. |
Free Partial Withdrawals: Free partial withdrawals available, but subject to maintaining the minimum Net Surrender Value of USD 15,000 / EUR 15,000 / GBP 10,000. Minimum surrender is USD 500 / EUR 500 / GBP 300. |
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Issue Age: 18 - 85 years |
Issue Age: 18 - 85 years |
Issue Age: 18 - 85 years |
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Guaranteed Death Benefit: 101% of Surrender Value |
Guaranteed Death Benefit: 101% of Surrender Value |
Guaranteed Death Benefit: 101% of Surrender Value |
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