25 July 2009

AIA S$ Wealth Accumulator

AIA has launched its S$ Wealth Accumulator savings plan, which is a 5-years non-participating lump sum savings plan with guaranteed returns.

  • Guaranteed Returns (net yield) - 2.55% pa for investment of 10,000 – 49,000; 2.65% pa for investment of 50,000 – 74,000; 2.75% pa for investment of 75,000 – 500,000
  • Age range: 0 -70
  • Cash or cheque only
  • Guaranteed issuance, Zero medical underwriting
  • Death Benefit: higher of initial invested amount or guaranteed cash value

AIA S$ Wealth Accumulator Yr 3 Breakeven

2.55% Plan

2.65% Plan

2.75% Plan

End of

Guaranteed Cash Value

Net Yield

Guaranteed Cash Value

Net Yield

Guaranteed Cash Value

Net Yield

Yr1

8210

-17.90%

8220

-17.80%

8220

-17.80%

Yr2

9470

-2.69%

9490

-2.58%

9510

-2.48%

Yr3

10250

0.83%

10280

0.92%

10310

1.02%

Yr4

10790

1.92%

10830

2.01%

10870

2.11%

Yr5

11350

2.56%

11400

2.66%

11460

2.76%

figures based on investment of 10,000

Warning! Early surrender may result in losses.

Subscription will close once the tranche limit is reached.

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