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%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

Limited Time Offer:

Catch the limited time offer for HKD100 voucher*

Meet with one of our appointed advisors after submitting the enquiry form below, use Retirement Calculator to understand retirement saving goals and shortfall. Then complete the eFNA before September 30, 2022 for a HKD100 voucher*!

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*Offer is subject to terms and conditions. 

The following terms and conditions apply to the offers (“Offers”). By participating in the Offers, the participants understand and expressly agree to be bound by these terms and conditions

a. The Offers are only available during the respective offer periods stated above.

Participation outside the offer periods is not eligible.

b. The employees of Sun Life are eligible to participate.

c. The financial advisors of Sun Life are not eligible to participate

d. Participants need to complete all aforementioned steps in order to participate.

e. No transfer, assignment, cash redemption or substitution by participants is permitted. Sun Life, may at its sole discretion, reserves the right to substitute the voucher (or part of the voucher) with an alternative gift with the equal monetary value and/or specification.

f. Sun Life is not the supplier of the voucher. Any enquiry or complaint for the quality related to the e-coupon or service provided should be directed to the relevant service provider or other third parties. Sun Life shall assume no liability in respect thereof. The service provider is solely responsible for all service offered to participants.

g. The use of the voucher shall be subject to the terms of conditions of the voucher / service provider.

h. If for any reason the Offers are not capable of running as planned, due to an event of force majeure or any other cause outside Sun Life reasonable control, Sun Life reserves the right, at its sole discretion, to cancel, terminate, modify, or suspend the Offers without prior notice.

i. Voucher will be given out in a first-come-first-serve basis, maximum 1,000 eligible participants.

j. Participants will be contacted by email or SMS for voucher redemption within 1 month after participation upon the completion of all aforementioned steps.

k. Sun Life reserves the right to amend the above terms and conditions without prior notice. In case of any dispute arising from this Campaign, the decision of Sun Life shall be final and conclusive.

  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 company, Inter Partner Assistance Hong Kong Limited. 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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