Vista
Vista, an attractive unit linked and tax efficient savings plan, offering a wide range of investment funds, designed to plan for long term needs like education, marriage, retirement and general savings. The plan is issued and underwritten by Zurich International Life, a leading global provider of international insurance, protection and investment products.
Salient Features*
- A wide choice of investment funds from reputed fund managers classified under low risk funds, managed funds and sector specific funds.
- Can be combined with additional insurance benefits.
- Minimum contribution of USD 300 per month for regular premium or USD 12,000 lump sum for single premium.
- Maximum life of policy holder at entry is age 74 and the policy can be set up on a single or joint life basis.
- Minimum term of 5 years and maximum term restricted to the life insured 80th birthday.
- Free switching between investment funds at any time.
- Ability to increase contributions at any time.
- Flexibility to make changes to level of premium, the policy currency and the payment method at any time during the plan period.
- Ability to fully or partially withdraw from the account at any time after deduction of early surrender charges.
- Unique Automatic Investment Strategy (AIS) which allows automatic switching of investments from equity based funds to bonds and cash based funds as the policy moves closer to the end of the term.
