Investment Plans
Discuss your goals and understand product risks, costs and commitments.
Understand your options
Start with your goal, time horizon and need for access to your money. Review the product documents and understand the risks before making a commitment.
What to compare
- Goal, time horizon and liquidity needs
- Charges and premium commitments
- Market-linked versus guaranteed benefits
- Exit conditions and product risks
Prepare for your quotation
Contact the team to discuss your requirements. For a more detailed conversation, it helps to have:
- Your savings goal and target timeframe
- Expected contribution amount
- Existing commitments and risk preferences
Your questions, answered
Are returns guaranteed?
Only benefits expressly described as guaranteed in the product documents should be treated as guaranteed. Illustrations are not promises.
Does submitting this form invest my money?
No. It only requests a conversation about available options.
Coverage, eligibility, premium and benefits depend on the insurer and the selected policy. Review the product documents before applying.