Investment-Max

For the best possible investment performance from an insurance scheme

Investment-Max offers you:

  • the opportunity to build up capital through the systematic investment in the internal unit-linked funds of Universal Life. The plan limits the insurance protection to loss of life from accident only, thus minimizing the cost of insurance and maximizing the investable amount.
  • Investment-Max is ideal for people who would like to achieve maximum return on their premiums but have no sophisticated protection needs.

In addition, with Investment-Max:

  • your premium is tax deductible, dependent on your taxable income and the chosen sum assured
  • you actively participate in the investment management of your plan by choosing the internal unit-linked funds more suitable to your investment profile
  • you may increase or decrease your premium accordingly
  • you may pay additional optional premiums to increase your accumulated capital
  • you may surrender your plan (either totally or partially) after the non-surrender period, without any extra charge, in case you face an unforeseen financial need

Minimum Monthly Premium: €1.200