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SaveFast Endowment Plan

SaveFast Endowment Plan

SaveFast Endowment Plan (Limited Offer1) is a USD-denominated2 non-participating savings plan that provides you with a guaranteed annualized return of 3%3 upon policy maturity along with life protection, allowing you and your family to pursue your dreams.

Highlights:

1. Guaranteed annualized return of 3% upon policy maturity

  • When the policy matures at the end of the 5th policy year, you are entitled to receive a maturity benefit in the form of a guaranteed annualized return of 3%.

2. Brief premium payment term to suit your personal needs

  • Premium payment period is 2 years for saving protection of 5 years. 
  • Alternatively, you can choose to pre-pay4 your second year’s premium at the outset with a guaranteed prepayment interest rate of 3% per annum during the 1st policy year.
  • Maximum of 1 policy per insured.

3. Worry-free application process without medical underwriting 

4. Emergency relief anytime, anywhere with our free Worldwide Emergency Assistance Benefit5

  1. The availability of this basic plan is limited. Sun Life Hong Kong Limited (“Sun Life”) reserves the right to withdraw the offer of this basic plan at any time without prior notice. The receipt of premium by Sun Life does not represent the acceptance of your application for this basic plan. At any time during the approval process of your application, Sun Life may withdraw the offer of this basic plan without prior notice; or if the application is declined, the original amount of premium and levy paid at the time of application will be refunded without any interest in your payment currency.
  2. This basic plan is denominated in USD. Premium payments and benefits are calculated and paid in USD. However, you may choose to pay your premiums and to receive benefits in HKD at an exchange rate determined by Sun Life from time to time at its sole discretion.
  3. The guaranteed annualized return is based on the condition that you hold this policy until maturity. In the event of surrender before maturity, you may suffer substantial losses and the cash value you receive may be less than the premium paid.
  4. Any prepayment for 2nd year premium will be accrued with guaranteed interest of 3% per annum for the first policy year. In the event of withdrawal of prepayment for 2nd year premium during the first policy year, the withdrawal must be made in full amount including any accrued interest, and the total amount withdrawn will be subject to a withdrawal charge of 3%. You will suffer a loss in the event of withdrawal of prepayment for 2nd year premium.  
  5. The Worldwide Emergency Assistance Benefit is provided by a third-party service provider. This benefit is not guaranteed to be renewable. Please refer to a sample endorsement, which will be provided upon request, for details including definitions, full terms and conditions, and exclusions.

The above information is a product summary only, please contact your Advisor for details. Please refer to the product brochure and sample Policy Document for details including definitions, full terms and conditions including product risks. If there is any conflict between the Policy Document and this product summary, the Policy Document shall prevail.

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