AXA Wealth Invest

Creating a plan for your future is never easy. It is important to have flexibility while growing your wealth.

With AXA Wealth Invest (Cash/SRS) or AXA Wealth Invest (CPF), you can invest in a wide range of funds managed by established fund managers and receive death coverage without interruption to your wealth accumulation plan.


FEATURES

  • Wide Range of Investment Options
    Diversify your portfolio by investing in our wide range of professionally managed investment sub-funds according to your risk profile.
  • Guaranteed Annual Income
    Receive a steady stream of guaranteed annual income after premium payment term and accumulation period (if any) to fund for your lifestyle or retirement needs.
  • Flexible Investment Opportunities
    Exercise unlimited fund switches* and withdrawals* at no charge. Options to do top-ups and recurring single premiums are also available.
  • Guaranteed Issuance
    Enjoy a hassle-free experience with no medical examination required.
  • Free Death Cover
    Ensure peace of mind through financial protection for your family in an unfortunate event of death or terminal illness.

TERMS & CONDITIONS

  • Subscription
    Start from as low as S$10,000.
  • Life Cover
    Whole of life (till age 99) coverage against death and terminal illness, for as long the policy is in-force.
  • Entry Age
    The Life Assured must be between 1 month to 60 years old to be covered under the plan.

AXA WEALTH INVEST (CASH/SRS)

  • Cash: You must be between 0 and 60 years old to apply
  • SRS: You must be between 21 and 58 years old to apply

AXA WEALTH INVEST (CPF)

  • You must be between 21 and 58 years old to apply

Death Benefit and Terminal Illness Benefit
The death benefit is the higher of 101% of Total Premiums or Total Account value.

Payment Mode

AXA WEALTH INVEST (CASH/SRS):
Cash or Supplementary Retirement Scheme (SRS) monies

AXA WEALTH INVEST (CPF):
Central Provident Fund (CPF) OA or SA monies

 

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