Available in Capital Assurance and Company and Private Pension form.
Privilege Structured Bond is a unique and flexible unit linked product which allows our clients to combine investments in structured products and mutual funds from the most demanded fund managers and arrangers in the market. The PSB is offered both as a life- and pension policy and the minimum premium is 120 000 SEK. For the moment, the product is only available in Sweden.
| Key features |
|
| Legal form |
CAPITAL ASSURANCE
|
COMPANY AND PRIVATE PENSION |
| Duration |
Whole of life
|
-Until the end date of pension payments specified
- Until the death of the Assured Life if earlier, or if the Assured Life has specified one or more Beneficiaries until the death of all surviving Beneficiaries |
| Currency |
SEK |
SEK |
| Investments |
-
nitial premium: minimum SEK 120,000
- Additional contributions: minimum SEK 10,000 |
-Initial premium: minimum SEK 120,000
-
Additional contributions: minimum SEK 10,000 |
|
Types of funds |
-Mutual funds (min. 15%)
-Structured Products (max. 85%)
|
-Mutual funds (min. 15%)
-Structured Products (max. 85%) |
| Fund switching |
Possible at any time between mutual funds.
Same-day switches not possible with Structured Products.
Free of charge |
Possible at any time between mutual funds.
Same-day switches not possible with Structured Products.
Free of charge
|
| Availability of your investment |
Possible, subject to charges |
Pension contracts may NOT be encashed |
| Benefits
|
|
Pension Benefit:
After a specified retirement date the Contract provides a Pension Benefit which is paid monthly or annually by canceling units in the Mutual Fund or Funds held by the Assured Life at the time
Death Benefit:
In the case of death of the Assured Life prior to the termination of the Contract, the Company will continue to pay or begin paying the Death Benefit payments to the Designated Beneficiaries
|
Product strenghts
- Flexibility
- Simplicity
- Performance
- Diversification
- Security
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About Altraplan
