Foresight Deferred Annuity Plan
1. HKD60,000 is the maximum tax deduction limit per taxpayer each year of assessment. It is an aggregate limit for qualifying annuity premiums and tax deductible MPF voluntary contributions. Tax deduction under salaries tax and personal assessment from premiums paid under this plan is subject to the prevailing tax law of Hong Kong and your individual circumstances. Please refer to “Tax Implication of QDAP” section of the product brochure for details of key risk factors.
2. The offer is subject to terms and conditions. Details please download and refer to the promotion leaflet.
WeHealth Prestige
3. Whether tax deduction is allowable for the qualified premiums paid under this Certified Plan are subject to the prevailing tax laws of Hong Kong, as well as the individual circumstances of the Policy Holder (as taxpayer) and the Insured Person(s). Please refer to the website of the Inland Revenue Department and the Inland Revenue Ordinance (Cap.112) for details. Sun Life does not provide tax advice and you should consult an independent tax advisor for tax advice.
4. Asia shall mean Afghanistan, Australia, Bangladesh, Bhutan, Brunei, Cambodia, mainland China, Hong Kong, India, Indonesia, Japan, Kazakhstan, Kyrgyzstan, Laos, Macau, Malaysia, Maldives, Mongolia, Myanmar, Nepal, New Zealand, North Korea, Pakistan, the Philippines, Singapore, South Korea, Sri Lanka, Taiwan, Tajikistan, Thailand, Timor-Leste, Turkmenistan, Uzbekistan, and Vietnam.
5. The offer is subject to terms and conditions. Details please download and refer to the promotion leaflet.
SunJoy Global / SunGift Global
6. Upon approval of the currency change, the policy year, maturity date, policy owner and insured(s) will remain unchanged. The Notional Amount after the Currency Change Option is exercised cannot be less than the minimum amount requirement as required by the then current administrative rules.
7. The Overseas Transfer Service is an administrative service provided by the third-party banks / service providers. This service is not guaranteed, and we may amend or terminate this service without advance notice. The provision of the Overseas Transfer Service shall be subject to applicable laws, regulations and guidelines from regulatory authorities of the relevant jurisdictions. We are not responsible for any act, negligence or failure to act on the part of the relevant third-party banks / service providers. We will not be liable for any loss or damage, costs or other expenses whatsoever and howsoever, directly or indirectly, caused by, arising from or in connection with the service.
8. The Offers include (1) SunJoy Global / SunGift Global Basic Rebate and (2) SunJoy Global / SunGift Global Green Offer (USD policies only).
SunWell Advance Care and SunWell Supreme Care
9. The offer is subject to terms and conditions. For more details please download and refer to the promotion leaflet.