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Charge of Flexible Growth Plan (Friends Provident) [複製鏈接]

ckpoon

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發表於 07-4-17 22:31 |只看該作者

Charge of Flexible Growth Plan (Friends Provident)

A few people pm me for the charge of the Saving Plan offered by Insurance company... So, here it is:

Charge of Flexible Growth Plan (Friends Provident)

Min. Regular Investment = USD300 / HKD3000 p.m.
Min. Single Premium = USD20000 / HKD150000
ICP = 24 months

Policy Fee = USD 6 p.m.
Administration Charge = 1.2% p.a.
Cancellation Charge = outstanding mgnt charge pn Initial units due to maturity date
Management Charge = 4% p.a. on Initial Units
Initial Charge = 7%
Switching Fee = nil
Fund Management Fee = 0.1 - 2.9%
Full Surrender before ICP Within ICP = 7% Discontinuance Charge + Cancellation Charge
Full Surrender after ICP = Cancellation Charge

Hope that helps