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Choose the right investment! Capital Growth Bond.

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Presentation on theme: "Choose the right investment! Capital Growth Bond."— Presentation transcript:

1 Choose the right investment! Capital Growth Bond

2 C hoosing the Right Investment Capital Growth Bond EFU LIFE Capital Growth Bond A llows to benefit from investments across a wide range of equities plus good spread of government securities and cash deposits As an investor one of the most important questions you face is: What do you want your investments to achieve for you? The ideal solution is Many investors would like a combination of Capital Growth and in an uncertain world, financial security.

3 Your contributions to the Plan will buy units in the H ow your money is invested? EFU Capital Growth Fund There are two unit prices quoted for this fund Offer The Offer price at which you buy units Bid 100% of your investment is used to buy units at the prevailing offer price. T The Capital Growth Fund is currently valued daily and the unit prices are published on our website. The Bid price at which units are bought back from you by EFU when you want to encash the whole or part of your Plan

4 R etirement Income You have the facility of applying the maturity value to purchase a pension from EFU Life, to help you maintain your standard of living in retirement. Dont simply retire from something; have something to retire to. F F und Acceleration Premiums EFU Capital Growth Bond EFU Capital Growth Bond gives you the flexibility to top-up your regular contributions by depositing surplus funds. E E mergency Access T The Plan gives the flexibility to make partial withdrawals.

5 B enefits of the Capital Growth Bond B uilt-In Protection Benefit Natural Death Accidental Death It is better to be insured than sorry. Greater of, 101% of the Single Premium Paid or Basic Cash Value. The natural death benefit is; Greater of, Single Premium Paid or Cash Value of the Plan Plus Basic Cash Value The accidental death benefit is;

6 I nvestment Management Charge 0.125% of the fund value per month. B id/Offer Spread 5% of the contribution. U nit Allocation O ther Important Details M inimum Contribution Rs. 50,000 per annum. T he Plan The Plan is a single premium whole-of-life contract. 100% of your contributions will be allocated to the units on the Managed Growth Fund.

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