| AIA-20170331-Ref A2017068 - Wealth Preserver 5 Promotional Offer and Crediting Interest Rate History Educational Video |
發佈日期:2017-04-05 |
Subject: (Ref:A2017068) 「財富相傳5」」限時推廣及「過往派息率」教學短片
Wealth Preserver 5 Promotional Offer and“Crediting Interest Rate History” Educational Video
讓更多高資產客戶體驗財富傳承的好處，友邦香港特別推出「財富相傳5」調低最低保額要求之限時推廣
「財富相傳5」限時推廣一調低最低保
•由2017 年4月1日至7月31日（以保單申請日期計），「財富相傳5」的最低保額要求將由1,000,000美元下調至500,000美元。
•此乃限時推廣活動，保額低於1,000,000美元的保單將受以下條款及細則約束:
•客戶在全數繳付列於建議書上首年應繳的設定保費後，保單方會生效。
•我們不會於保單生效前接受保單權益轉讓之申請。
•在保單生效後，保額將不能被調低，以及任何導致保額減少的保單提款將不獲接納。
•在建議書系統中的保單提款、額外保費、更改保額以及拆分保費功能將不適用。
「過往派息率」教學短
此外，為了讓業務代表能夠更容易向客戶解釋過往派息率的概念，友邦香港特意製作了一條教學短片，並將於2017年3月31日上載至過往派息率網址以供參考，讓大家向客戶分享﹕
| 繁體網站 |
http://www.aia.com.hk/zh-hk/crediting-interest-rate.html |
| 簡體網站 |
http://www.aia.com.hk/zh-cn/crediting-interest-rate.html |
請將以上訊息傳達予相關合資格業務代表。如有任何疑問，請與業務發展經理聯絡。
Tolet more prospective high net worth customers experience the benefits of legacy planning,AIA Hong Kong is pleased to launch a limited time promotion offer of reducing minimum sum assured requirement for Wealth Preserver 5.
Limited Time Promotion of Wealth Preserver 5 - Reduction of Minimum Sum Assured
•Starting from 1 April to 31 July 2017 (by application date), theminimum sum assured requirement of Wealth Preserver 5 will be reduced from US$1,000,000 to US$500,000.
• Subject to this limited time promotion offer, any policy with sum assured below US$1,000,000 is regulated by the following terms and conditions:
• The policy will only take effect after the customer has fully paid the first year planned premium as stated in the proposal.
•We won’t accept any application of assignment before the policy is issued.
• The reduction of sum assured and any withdrawal which leads to the reduction of sum assured are not allowed after the policy is issued.
• Functions of withdrawal, top-up premium, change of sum assured and split premium will not be applicable in the PGS.
“Crediting Interest Rate History” Educational Video
In addition,AIA Hong Kong has specially produced an educational video to facilitate Technical Representatives to explain the concept of Crediting Interest Rate History to customers in a more effective way. The video will be uploaded to the Crediting Interest Rate History website for your sharing to customers on 31 March 2017:
| Traditional Chinese |
http://www.aia.com.hk/zh-hk/crediting-interest-rate.html |
| Simplified Chinese |
http://www.aia.com.hk/zh-cn/crediting-interest-rate.html |
Please convey the above message to your fellow qualified Technical Representatives. Should you have any queries, please feel free to contact our Business Development Managers.
Best regards,
Pauline Teoh
Chief Partnership Distribution Officer
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