Invest Goal 1

An investment-linked policy to help you achieve your financial goals.

Why choose Invest Goal 1?

It is designed to provide control over how you reach your financial goals, without taking too much of your time and attention.

Constant charge

Enjoy on-going charge kept at 1% p.a.

Penalty-free withdrawals

Enjoy penalty-free withdrawals anytime.

Curated funds and auto-rebalancing

Exclusive opportunity to invest with renowned fund managers and enjoy complimentary auto-rebalancing service to help manage and optimise your portfolio.

Product highlights

On-going charge is kept at 1% p.a.

Only 1% of the initial units account value is deducted yearly if your policy remains in force1.

Penalty-free withdrawals

Withdraw from your policy anytime at no charge. Simply maintain a minimum balance of 10% of your single premium investment in the initial units account to keep your policy in-force.

Curated funds and complimentary auto-rebalancing service

Exclusive opportunity to invest in over 50+ curated funds from globally established fund managers.

 

Our auto-rebalancing technology tracks and monitors your portfolio to make adjustments based on your predefined fund allocation.

Enjoy free cover against death and have every dollar invested

A Death Benefit of 105% of policy value will be paid if death occurs2.

 

100% of your single premium will be used to buy units in the ILP sub-funds you have chosen.
Important notes

Terms and conditions apply. Please refer to the product summary and policy contract for details.

¹ A plan charge of 1.4% of your single premium paid will be deducted yearly from policy year 1 to 5.
² For joint life policies, the Death Benefit will be paid on the death of the last life insured.

This website contains only general information, and does not have any regard to the specific investment objectives, financial situation and the particular needs of any specific person. All insurance applications are subject to FWD’s underwriting and acceptance. This does not constitute an offer to buy or sell an insurance product or service. Please refer to the exact terms and conditions, specific details and exclusions applicable in the policy documents that can be obtained from our authorised product distributor. You may wish to seek advice from a financial adviser representative for a financial needs analysis before purchasing a policy suitable to meet your needs.

FWD Invest Goal 1 is a single premium investment-linked plans (ILP) offered by FWD Singapore Pte. Ltd. (Reg. No. 200501737H), which invest in ILP sub-fund(s). Investments in these plans are subject to investment risks including the possible loss of the principal amount invested. The performance of the ILP sub-fund(s) is not guaranteed and the value of the units in the ILP sub-fund(s) and the income accruing to the units, if any, may fall or rise. Past performance is not necessarily indicative of the future performance of the ILP sub-fund(s).

As buying a life insurance policy is a long-term commitment, an early termination of the policy usually involves high costs and the surrender value, if any, that is payable to you may be zero or less than the total premiums paid.

This policy is protected under the Policy Owners’ Protection Scheme which is administered by the Singapore Deposit Insurance Corporation (SDIC). Coverage for your policy is automatic and no further action is required from you. For more information on the types of benefits that are covered under the scheme as well as the limits of coverage, where applicable, please contact us or visit the General Insurance Association of Singapore (GIA)/ Life Insurance Association (LIA) websites (www.gia.org.sg) (www.lia.org.sg) or SDIC websites (www.sdic.org.sg).

This advertisement has not been reviewed by the Monetary Authority of Singapore.

Information is correct as of 25 May 2023.