Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
New clients who want to avail Invest Plus Peso and Build Plus Peso Existing IPP and BPP Clients
NEW CLIENTS
New Client
Fund allocation*
Peso Bond Fund Peso Balanced Fund Peso Equity Fund Odyssey Bond Fund Odyssey High Con Equity Fund Odyssey Balanced Fund
* Maximum of 3 funds per policy
Odyssey Bond Fund Odyssey High Con Equity Fund Odyssey Balanced Fund
Client A
1 or 2 Odyssey Funds
Client B
1 Odyssey Fund
Existing Funds: Peso Bond Fund Peso Balanced Fund Peso Equity Fund
Odyssey Funds
SUMMARY
INVEST PLUS PESO
- One-time payment - Minimum investment of Php100,000 - Insurance coverage* of at least 125% of SP* - Flexibility in choosing peso funds - Free fund switch per year -A&H coverage
INVESTMENT FUNDS:
-BPI-Philam Peso Bond Fund -BPI-Philam Peso Balanced Fund -BPI-Philam Peso Equity Fund -BPI-Philam Odyssey Bond Fund -BPI-Philam Odyssey High Conviction Equity Fund -BPI-Philam Odyssey Balanced Fund
* The life insurance coverage for the first 2 years may be reduced according to the provision of Guaranteed Insurability Endorsement (GIE). Death benefit is 125% of SP plus 125% top-ups less 125% of withdrawals or the Account Value, whichever is higer. ** Death Benefit is equal to 500% of regular annual premium plus 125% of top ups less 125% of withdrawals or a percentage of the Account Value, whichever is higher
THANK YOU!
1. POLICY DETAILS
Policy No. Policyowner: ________________________________ Address: ___________________________________ ___________________________________________ Email address _______________________________
Plan: ____________________________ ____________ Insured: ________________________________________ Phone/Mobile No. _________________________________ Occupation:______________________________________ Avocation: ______________________________________ Percentage ___________ % ___________ % ___________ % ___________ % ___________ % ___________% ___________% Percentage ____ ________ % ___________ % ___________ %
Currency US Dollar
3. ADDITIONAL
TOP UP PAYMENT
4. FUND SWITCHING
Application of Premium Holiday starting on: (due date): _______________ ____________________________ Cancellation of Premium Holiday starting on: (due date) ___________________________________________
The undersigned for the above-numbered policy hereby agree that should request be approved by the Company, such request shall, from the date of approval, amend in accordance with the terms thereof so approved the contract contained in the policy to which the request refers. Place of Signing: __________________________________ Date: ______________________________________ _________________________________________ Name and Signature of Policyowner _________________________________________ Name and Signature of Irrevocable Beneficiary FOR OFFICE USE ONLY _____________________________________________ Name and Signature of Witness _____________________________________________ Name and Signature of Irrevocable Beneficiary
HOME OFFICE ENDORSEMENT REQUEST DISAPPROVED Change in fund allocation Premium Holiday Fund switching APPROVED
Received by : ___________________________Date/time:________________ Requirements by: ________________________Date/time: ________________ Approved by : ___________________________Date/time: ________________ Amount to be paid: _________________Account number: ________________ Released by: ___________________________Date/time: ________________
You are now categorized under special premium class because of: ___________________________. The cost of insurance charged to you monthly will increase and may affect yo ur future account value. PLEASE ATT ACH THIS FORM TO YOUR POLICY TO FORM P ART THEREOF
BACK