Ultra Advance provides portability and tax efficiency plus access to some of the world’s leading fund managers.
Ultra Advance could help your clients, whether they are saving for school fees, a new car, to support their family, fund their retirement or simply putting money aside for a rainy day.
Ultra Advance provides portability and tax efficiency, plus access to some of the world’s leading fund managers. If your client is looking to save a minimum of 1,500 USD per month, then it may be the financial planning solution for them.
|Product features||Investor benefits|
|Your client can hold the plan in trust/name up to 4 policyholders.||Delivering estate planning and tax benefits.|
|Death benefit.||101% of the plan value if the last of the named lives assured dies while the plan is active.|
Your client can make payments in USD, GBP, EUR, HKD or AED, increase or decrease the payments into their plan or take a payment holiday.
|Make a lump sum payment.||From just 3,000 USD – your client can take full advantage of bonus payments and salary increases. |
|Monthly loyalty bonus.||0.5% of the plan value each year, starting after the tenth anniversary of the plan.|
|Access to some of the world’s best fund managers.||Our in-house investment experts select some of the best funds available and offer a wide range to meet varying investment requirements and risk appetite.|
|A range of ‘lifestyling’ strategies.||An ideal solution for those not wanting to actively manage their investments but wanting to limit the risk of a market downturn as they approach maturity.|
|Your client can access their money through one-off or regular withdrawals.||For instance to meet school fees.|
|Minimum premium.||From 1,500 USD per month.|
|Can be issued as up to 10 separate policies.||Giving your client the flexibility and the opportunity to make gifts of some of the policies to others.|