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The AXA International Business Team. 2 Overview A new partnership and exclusive relationship between AXA and Globaleye Access to : AXA Evolution PPB –

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Presentation on theme: "The AXA International Business Team. 2 Overview A new partnership and exclusive relationship between AXA and Globaleye Access to : AXA Evolution PPB –"— Presentation transcript:

1 The AXA International Business Team

2 2 Overview A new partnership and exclusive relationship between AXA and Globaleye Access to : AXA Evolution PPB – Lump Sum & QROPS/SIPPS AXA Regular Premium ILP (Pulsar) Whole of Life – Smart Protector Whole of Life – Smart Saver Term Life – 5 & 10 year, & YRT Available for all, and includes eligible products for Americans Hong Kong & Isle of Man based products This document is produced for internal use and should not be reproduced or distributed, in whole or part, by the recipient to any other persons for any purpose. No information contained in this document should be regarded as an offer or a recommendation or an invitation by, or on behalf of, AXA to the public to buy or sell any of the investments or AXA products mentioned in this document. Investment involves risks. Past performance figures shown are not indicative of future performance. Information provided in this document is for reference only; no investment advice should be given to clients based on the knowledge or information gained from these materials. You shall be held wholly liable for all losses, damages, claims, actions, costs and expenses of any kind whatsoever, directly or indirectly, arising from or in connection with any unauthorized use.

3 3 Overview of AXA RANKCOMPANY 1Apple 2Exxon Mobil 3PetroChina 14Axa Group 17ING Group 19Berkshire Hathaway 26BNP Paribas 33Assicurazioni Generali 46HSBC Holdings Plc. 64Aviva Plc. 77Ind & Comm Bk of China 102Zurich Financial Services 120Microsoft 325Google 403McDonald’s Presence in 61 countries 1 Presence in 10 countries in Asia 1 #1 in the world in net premiums with USD b 2 #2 in the world in assets with USD 96.2 b year old company 27 years experience in Asia Financial Strength 3 S&P AA – Moody’s Aa3 Fitch AA- 1.As of 31 st December th January 2011, AM Best 3.As of 31 st March 2011

4 AXA Lump Sum – ‘Evolution’

5 5 Product Overview - AXA Evolution Portfolio Bond Open-architecture Portfolio Bond Access to funds, ETF’s, Stocks from around the world Entry level:US$30K/GBP15K/Euro22,500 Top-Ups:US$10K/GBP5K/Euro7,500 Penalty Free Withdrawal: Leave in GBP10K + Exit Fee 24/7 Online Valuations for clients and advisers AND…………………………………………………… Online Fund Switching for clients and advisers This document is produced for internal use and should not be reproduced or distributed, in whole or part, by the recipient to any other persons for any purpose. No information contained in this document should be regarded as an offer or a recommendation or an invitation by, or on behalf of, AXA to the public to buy or sell any of the investments or AXA products mentioned in this document. Investment involves risks. Past performance figures shown are not indicative of future performance. Information provided in this document is for reference only; no investment advice should be given to clients based on the knowledge or information gained from these materials. You shall be held wholly liable for all losses, damages, claims, actions, costs and expenses of any kind whatsoever, directly or indirectly, arising from or in connection with any unauthorized use.

6 6 Product Overview - AXA Evolution Portfolio Bond Evolution Fees: 3 Different Charging Options: a) 1.65% x 5 years on Initial Premium b) 1.05%p.a (8 year surrender/lock in period) c) 1% Upfront to AXA + whatever the adviser wants to take upfront/ongoing Quarterly Fee: GBP per quarter Buy/Sell Fee:GBP28.75 This document is produced for internal use and should not be reproduced or distributed, in whole or part, by the recipient to any other persons for any purpose. No information contained in this document should be regarded as an offer or a recommendation or an invitation by, or on behalf of, AXA to the public to buy or sell any of the investments or AXA products mentioned in this document. Investment involves risks. Past performance figures shown are not indicative of future performance. Information provided in this document is for reference only; no investment advice should be given to clients based on the knowledge or information gained from these materials. You shall be held wholly liable for all losses, damages, claims, actions, costs and expenses of any kind whatsoever, directly or indirectly, arising from or in connection with any unauthorized use.

7 AXA Regular Savings – ‘Pulsar’

8 8 只供內部培訓使用 Product Overview - Pulsar Initial Contribution Period first 18 months Initial Units Account (IUA) Accumulated Units Account (AUA) After 18 months Set-up of Pulsar

9 9 Product Overview - Pulsar 18 Month Initial Contribution Period Upfront Bonuses of 128%-225% Loyalty Bonus of 40% after year Direct Funds, no Mirror Funds No Bid-Offer Spread Available in six currencies HKD, USD, EUR, GBP, AUD, SGD Miniumum entry HKD2,400 / USD200 / EUR200 / GBP200 / AUD 300 / SGD400 Free Credit Card This document is produced for internal use and should not be reproduced or distributed, in whole or part, by the recipient to any other persons for any purpose. No information contained in this document should be regarded as an offer or a recommendation or an invitation by, or on behalf of, AXA to the public to buy or sell any of the investments or AXA products mentioned in this document. Investment involves risks. Past performance figures shown are not indicative of future performance. Information provided in this document is for reference only; no investment advice should be given to clients based on the knowledge or information gained from these materials. You shall be held wholly liable for all losses, damages, claims, actions, costs and expenses of any kind whatsoever, directly or indirectly, arising from or in connection with any unauthorized use.

10 10 AXA Pulsar At a Glance – Fees & Charges Fees and charges AXA: 4.0% Initial UnitsCompany F: 6% Initial Units AXA: 1.5% FUMCompany F: 1.2% FUM AXA: US$6.50 per monthCompany F: US$6.50 per month AXA: 0.5% on premium (Refunded)Credit card fee This document is produced for internal use and should not be reproduced or distributed, in whole or part, by the recipient to any other persons for any purpose. No information contained in this document should be regarded as an offer or a recommendation or an invitation by, or on behalf of, AXA to the public to buy or sell any of the investments or AXA products mentioned in this document. Investment involves risks. Past performance figures shown are not indicative of future performance. Information provided in this document is for reference only; no investment advice should be given to clients based on the knowledge or information gained from these materials. You shall be held wholly liable for all losses, damages, claims, actions, costs and expenses of any kind whatsoever, directly or indirectly, arising from or in connection with any unauthorized use.

11 11 AXA Pulsar At a Glance – Bonuses This document is produced for internal use and should not be reproduced or distributed, in whole or part, by the recipient to any other persons for any purpose. No information contained in this document should be regarded as an offer or a recommendation or an invitation by, or on behalf of, AXA to the public to buy or sell any of the investments or AXA products mentioned in this document. Investment involves risks. Past performance figures shown are not indicative of future performance. Information provided in this document is for reference only; no investment advice should be given to clients based on the knowledge or information gained from these materials. You shall be held wholly liable for all losses, damages, claims, actions, costs and expenses of any kind whatsoever, directly or indirectly, arising from or in connection with any unauthorized use. Monthly Regular Premium Special Start-up Bonus rate (Applicable during the Promotion Period only) HKDUSDEURGBPAUDSGD TCP = TCP = x Number of years in your chosen target contribu tion period (capped at 25);  2,400  300  200  360  %  4,800  600  400  720  %  8,000  1,000  640  1,200  1, %3.4%  12,000  1,500  960  1,800  2, %3.7%  24,000  3,000  1,920  3,600  4, %4.0%  33,334  4,167  2,667  5,000  6, %5.0%

12 12 AXA Pulsar At a Glance- Reduction in Yield This document is produced for internal use and should not be reproduced or distributed, in whole or part, by the recipient to any other persons for any purpose. No information contained in this document should be regarded as an offer or a recommendation or an invitation by, or on behalf of, AXA to the public to buy or sell any of the investments or AXA products mentioned in this document. Investment involves risks. Past performance figures shown are not indicative of future performance. Information provided in this document is for reference only; no investment advice should be given to clients based on the knowledge or information gained from these materials. You shall be held wholly liable for all losses, damages, claims, actions, costs and expenses of any kind whatsoever, directly or indirectly, arising from or in connection with any unauthorized use. US$500 per monthUS$1500 per monthUS$3000 per month 10 Year Term1.09%0.95%0.80% 15 year Term0.69%0.60%0.43% 25 Year Term0.32%0.27%0.18% What returns are needed to offset the charges of a Regular Savings Plan?

13 AXA Whole of Life – SMART Series

14 14 EFC M2-3 Want guaranteed coverage and premiums Want a combination of Protection and Savings Want access to capital and guaranteed cash value Wants rewards/returns if they don’t die (ie can see future upside of living longer in $$ terms) Pay for a set-period when earning (in job), and covered forever Estate Tax Planning purposes For which clients?

15 15 EFC M2-3 Premiums are fixed and guaranteed not to change Cover up to the age of 100 Annual dividends as well as interest on these dividends (currently 4.5% for USD policies) Guaranteed cash value upon early surrender Flexible payments – 5 years, 10 years, 20 years, Whole of Life Non-Medical limit for <40 year olds of US$500K Also available for Americans Why AXA Whole of Life?

16 16 EFC M2-3 Options AXA Smart Protector – More Protection, Less Savings AXA Smart Saver – Protection and Savings AXA Smart Jumbo Saver – More Savings, Less Protection Add on riders to fully cover your clients Accident Protector Critical Illness Waiver of Premium Why AXA Whole of Life?

17 AXA support team Andrew Boughey (International Sales Manager) (Work), (Mobile) Jonna Seto (Broker Support) (Work), Karen Tse (Back-up Broker Support) (Work) 17


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