Building a secure future requires a wealth strategy that balances growth and flexibility. The HSBC Life Wealth Invest plan provides exactly that—a single-premium investment-linked plan (ILP) with flexible funding options through cash, CPF, or SRS. With access to a wide range of professional funds and built-in death coverage, HSBC Life Wealth Invest is designed to help you grow your wealth confidently and ensure your legacy remains secure. Let’s explore how this plan can support your financial future.
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Key Features of HSBC Life Wealth Invest
1. Flexible Premium Payment Options
With HSBC Life Wealth Invest, you have the freedom to fund your investment using cash, CPF Ordinary Account (CPF-OA), CPF Special Account (CPF-SA), or Supplementary Retirement Scheme (SRS) funds. This versatility makes it accessible for investors with different financial sources, allowing you to build wealth in the way that best suits your current financial situation.
2. Diverse Range of Investment Options
The plan offers a selection of professionally managed investment sub-funds, enabling you to tailor your portfolio according to your risk profile and investment goals. If you’re a cash or SRS customer, you’ll have access to nearly 100 sub-funds, offering diversification across various markets and sectors. This range of options allows you to customize your portfolio based on your comfort level and financial objectives.
3. Flexibility with Fund Switches, Withdrawals, and Top-Ups
HSBC Life Wealth Invest provides flexibility to adjust your investments as markets change, with unlimited free fund switches and withdrawals. You also have the option to make ad hoc top-ups or set up recurring single premiums, helping you to grow your portfolio further when convenient. This adaptability is valuable for both active investors and those looking for a more hands-on investment approach.
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4. Dividend Cash Payout Option
For those looking to generate an income stream, the plan includes an option to receive dividends as cash payouts. Alternatively, you may choose to reinvest dividends to enhance long-term capital growth. This feature gives you control over your returns, letting you decide how to manage your income as it grows.
5. Guaranteed Issuance for Hassle-Free Application
HSBC Life Wealth Invest offers a straightforward application process with guaranteed issuance, meaning you won’t need to undergo medical check-ups or examinations. This ease of access allows for quick onboarding, making it simple for you to start building your wealth without delay.
6. Free and Guaranteed Life Coverage
In addition to wealth-building, the plan provides death and terminal illness coverage. Your loved ones will receive a minimum payout of 101% of the total premiums you’ve invested, regardless of your portfolio’s performance. This guaranteed protection ensures your investment strategy is safeguarded, providing peace of mind that your legacy is protected in the event of unforeseen circumstances.
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How HSBC Wealth Invest Works
Interested to learn more?
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Interested to learn more?
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Why Choose HSBC Life Wealth Invest?
HSBC Life Wealth Invest combines flexibility, a diverse range of funds, and built-in protection, making it an ideal choice for investors seeking growth with security. The plan’s unique ability to accept funds from CPF, SRS, or cash gives you options that align with your individual financial resources. The flexibility to adapt to market changes with free fund switches and withdrawals, along with options for dividend cash payouts, adds to its appeal for investors who want a customizable and responsive plan.
For those seeking a straightforward, single-premium investment solution with the added assurance of death coverage, HSBC Life Wealth Invest offers a well-rounded approach to secure wealth building.
Ready to Build a Secure Financial Future?
HSBC Life Wealth Invest is designed to support your wealth accumulation goals while keeping your loved ones protected. With diverse investment options, flexible payment sources, and guaranteed life coverage, this plan is a comprehensive solution for growth with security. If you’re ready to take the next step in your financial journey, complete the form below to get personalized assistance on how HSBC Life Wealth Invest can help meet your financial objectives.
Start building your wealth with confidence and secure a brighter future today with HSBC Life Wealth Invest!
