Sentences with phrase «partial years of withdrawal»

Partial years of withdrawal are recorded if combined portfolio value at any year is not enough to support expected retirement spending at any year.

Not exact matches

It has lock in period of only 3 years, hence is more flexible and liquid than PPF which has 15 years lock in and partial withdrawals are allowed only after 6 years.

In certain cases, during the first 15 years of a policy a partial withdrawal may be taxable to the extent there is gain in the policy.

Dear KISHORPATEL, Kindly note that the minimum num of contribution years is 5 years, to make partial withdrawal for purchase / construction of house.

Pay once or for 5 years while accruing benefits for 10 along with the flexibility of partial withdrawals.

ULIPs however come with a lock - in period of 5 years after which investors get the option of making partial fund withdrawals.

Moreover, the sum assured payable on death will not be reduced at any point of time during the term of the policy except where partial withdrawals have been made during the two - year period immediately preceding the death of the life assured.

Partial withdrawals equivalent to the total of the last three years contribution to the PPF account is allowed, that too after completion of a set number of years.

You can make partial withdrawals from your PPF account, after a given number of years.

One free partial withdrawal is allowed every three policy years subject to a maximum of 20 % of the available fund value as on the date of withdrawal.

The plan allows four partial withdrawals after completing 5 years of policy.

The premium paying term is 5 years and one can opt for partial withdrawals after the completion of 5 years of policy or after attaining 18 years of age, whichever is later.

After 5 years of the policy being active, one can make partial withdrawals to address any liquidity requirements that may arise.

Two free partial withdrawals are allowed every year after 5 policy years with a minimum value of Rs. 5000

After five years from the commencement of the policy, the policyholder can make partial withdrawals, subject to the condition that the minimum withdrawal amount is Rs. 5000.

Partial withdrawals are also allowed after 5 years of taking the policy.

After five years from the commencement of the policy, the policyholder can make partial withdrawals, subject to the condition that the minimum withdrawal amount is Rs. 5000 and the Fund Value after a partial withdrawal should be equal to at least Rs. 10000.

On death of the policyholder, under Benefit Option 1, higher of the Sum Assured including the top - up SA net of any partial withdrawals made in the last 2 years or Fund Value including the Top - up Fund Value or 105 % of premiums paid is payable to the nominee

Partial withdrawals are permitted after five years from the commencement of the policy.

Though a ULIP provides flexibility in the form of partial withdrawals, such withdrawals are allowed only after 5 years.

Allows partial withdrawals after completing 5 policy years to take care of any intermediate financial needs

After five years, partial withdrawals can be made, subject to the condition that the withdrawal amount is a minimum of Rs. 5000.

Liquidity is available in the form of partial withdrawals, which are allowed after the first five policy years are completed.

Partial Withdrawal Charge — This policy allows one partial withdrawal free of cost in a policPartial Withdrawal Charge — This policy allows one partial withdrawal free of cost in a poWithdrawal Charge — This policy allows one partial withdrawal free of cost in a policpartial withdrawal free of cost in a powithdrawal free of cost in a policy year.

If attained age was equal to or more than 60 years, higher of Sum Assured net of partial withdrawals made after age 58 years or Fund Value is payable subject to a minimum of 105 % of all premiums paid

Since the financial requirements of the child change from time to time, this plan allows access to funds after completion of 5 policy years by way of partial withdrawals

Partial Withdrawals are allowed after 5 policy years with a minimum amount of Rs. 10, 000 and a maximum of 20 % of the Fund Value

Two partial withdrawals are permitted in a single policy year, in which only the first is free of charge.

Free Partial withdrawals are allowed every year the aggregate of which should be a maximum of 20 % of the Fund Value

The plan allows partial withdrawal of funds from 5th policy year onwards to meet any financial requirements or emergencies

Only after the completion of 5 years of policy, the partial withdrawal is allowed.

The customer has the flexibility to book notional profits or switch from equity to bond or money market instruments and vice versa without any change in the product besides also offering partial withdrawals post completing the lock in of 5 years.

Partial Withdrawal Charge is Rs. 250 per withdrawal with the first four withdrawals in a policy year being freWithdrawal Charge is Rs. 250 per withdrawal with the first four withdrawals in a policy year being frewithdrawal with the first four withdrawals in a policy year being free of cost.

In a policy year, the maximum amount that can be partially withdrawn is 50 % of the Fund Value as on the Date of Partial Withdrawal, subject to the Fund Value immediately after Partial Withdrawal being at least equal to1 (One) Annualised Premium i.e., you may make two Partial Withdrawals in a policy year such that the summation of percentage of Fund Value withdrawn, is less than or equal to 50 %

Lump sum partial withdrawals can be made from your funds after 5 complete policy years, provided the Life Assured is at least 18 years of age.

Subsequent Partial Withdrawal in a policy year shall attract a charge of 200 per wWithdrawal in a policy year shall attract a charge of 200 per withdrawalwithdrawal.

Partial Withdrawals under the base plan: You are allowed to make partial withdrawals after 5 years from the date of commencement of the policy or on attainment of age 18 by the life assured whichever isPartial Withdrawals under the base plan: You are allowed to make partial withdrawals after 5 years from the date of commencement of the policy or on attainment of age 18 by the life assured whicheveWithdrawals under the base plan: You are allowed to make partial withdrawals after 5 years from the date of commencement of the policy or on attainment of age 18 by the life assured whichever ispartial withdrawals after 5 years from the date of commencement of the policy or on attainment of age 18 by the life assured whichevewithdrawals after 5 years from the date of commencement of the policy or on attainment of age 18 by the life assured whichever is later.

In case of death after attaining 60 years, Partial Withdrawals made under the policy two years before attaining 60 years as well as all Partial Withdrawals after attaining 60 years will be considered as deductible Partial Withdrawal.

However the partial withdrawal value is payable only after the completion of five years from the date of payment of each top up or on attainment of age 18 by the life assured whichever is later The maximum partial withdrawal amount under top up should not exceed 20 % of the fund value at the time of withdrawal.

However, this time limit on withdrawals from a new annuity contract that results from a partial exchange does not apply if the withdrawals are from a newly created immediate annuity contract that was set up for a period of 10 years or more or during one or more lives.

In case of death before attaining the age of 60 years: Partial withdrawals made in 2 years immediately prior to the date of death

In case of death before attaining the age of 60: Partial withdrawals made in 2 years immediately prior to the date of death

After the first five policy years, a maximum of two Partial Withdrawals are allowed in a policy year and are free of any charge.

After the first 5 policy years, a maximum of 2 Partial Withdrawals are allowed in a policy year and are free of any charge

The insured person can also opt for partial withdrawal once the initial lock - in period of 5 years.

In case of death after attaining the age of 60: Partial withdrawals made under the policy 2 years before attaining age 60 and all the partial withdrawals after attaining the agePartial withdrawals made under the policy 2 years before attaining age 60 and all the partial withdrawals after attaining the agepartial withdrawals after attaining the age of 60.

The policy offers liquidity under which the insured can make partial withdrawal throughout the tenure of the tenure of the policy onwards 6th policy year.

If age attained was equal to or more than 60 years, higher of Sum Assured net of partial withdrawals made after age 58 years or Fund Value or 105 % of premiums paid is payable

On death of the policyholder, higher of the Sum Assured net of partial withdrawals made in the last 2 years if the age attained was less than 60 years orFund Value subject to a minimum of 105 % of all premiums paid till death is payable

Partial withdrawals with Rs. 10, 000 as a minimum value are allowed after the completion of 5 policy years