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DIMENSIONS 5 Savings Investment Plan

A. Key Features

Premium Payment Term 5 Years
Premium Type
  • Basic Premium for your life protection coverage upon death, guaranteed cash value upon surrender, guaranteed cash endowments, annual dividends and special investment bonus
  • Top-up Premium (optional) for investment in investment funds of your choice
  • Lump Sum Premium (optional) for investment in investment funds of your choice
Life Protection Coverage Period Up to age 100
Guaranteed Cash Endowments
  • Each of which equals to 10% of Basic Sum Insured
  • Guaranteed by our Company to be payable every 3 years up to 15 th policy anniversary for investment in investment funds of your choice
Guaranteed Cash Value Guaranteed by our Company to be payable upon surrender
Annual Dividends Declared annually for investment in investment funds of your choice
Special Investment BonusA one-off bonus payable upon death or surrender after the policy has been in force for 5 years
Invest in Investment Funds from
  • Guaranteed Cash Endowments
  • Annual Dividends
  • Top-up Premium
  • Lump Sum Premium

    Annual dividends are not guaranteed and may be changed, from time to time, by the Company.

    Special investment bonus is not guaranteed and may be changed, from time to time, by the Company.


B. Benefits

Surrender Value Guaranteed Cash Value + Account Value of the Policy
(payable upon surrender of policy)
Death Benefit Basic Sum Insured + Account Value of the Policy
(payable upon death)

    The special investment bonus, if any, will be paid together with the surrender value or death benefit.

    The aggregate of the value of units of investment funds purchased with your cash endowments, annual dividends, top-up premium and lump sum premium, if any.


C. Suitable for clients who:
    1. Look to maximise their money's growth potential but maintain a degree of certainty over their investment returns
    2. Prefer shorter premium payment term
    3. Have a relatively shorter investment horizon

Download Literature

Hong Kong (HK) Version
Macau Version
DIMENSIONS 5 Savings Investment Plan Product Leaflet (3,082 KB)Same as HK Version
  

Download Acrobat Reader to view PDF file

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Each investment fund is subject to market and exchange rates fluctuation and to risks inherent in all investments. The prices of units of any investment fund may go down as well as up. For further details, please refer to the Principal Brochure of the relevant investment - linked plan.
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