Systematic Transfer Option: Under this option, your entire annual allocable Premium will be first allocated to the Liquid Fund and then systematically transferred on a monthly basis in to any one of the Unit Linked Funds as opted by you.
You have the flexibility of switching to Self - Managed Option or
Systematic Transfer Option during the policy term.
Switching to
Systematic Transfer Option is allowed only at policy anniversary.
The Systematic Transfer Option is available on opting annual mode policies.
Under
the Systematic Transfer Option, your premium shall be first allocated to Liquid Plus fund option and thereafter 1 / 12th of the allocated amount (on monthly basis) shall be transferred to a fund of your choice.
Option 2 — He chooses
Systematic Transfer Option.
Choose the best - suited investment strategy from the 3 available options - LifeCycle Option,
Systematic Transfer Option, and the Self - Managed Option
Easily switch to Self - Managed Option, Smart Option, or
Systematic Transfer Option anytime after the first policy term
Systematic Transfer Option: This option ensures a systematic monthly transfer of your premiums from the Liquid Plus fund (very low risk) to a fund of your choice.
Easily switch to Self - Managed Option or
Systematic Transfer Option anytime after the first policy year
Hassle - free switch from Self - Managed Option to
Systematic Transfer Option and vice versa, after the first policy year.
· There are 3 investment options of Lifecycle Option,
Systematic Transfer Option and Self - Managed Option
Under this ULIP, you have two investment options —
the Systematic Transfer Option or the Self - Managed Option.
With
the Systematic Transfer Option, the policyholder can choose to invest a part of his investment monthly in a low risk fund to avail the benefit of rupee cost averaging
BSIL Fortune Elite Plan: This plan lets you decide how to invest your premiums in one of the three investment options -
systematic transfer option, return optimiser option or the self - managed option.
The premium paid net of charges is invested as per the investment option chosen by the policyholder from a choice of 4 options namely — Smart Option, Return Optimizer Option,
Systematic Transfer Option, Self - Managed Option.
The premium paid net of charges is invested as per the investment option chosen by the policyholder from a choice of 3 options namely — Return Optimizer Option,
Systematic Transfer Option, and Self - Managed Option.
Not exact matches
Aside from the usual tactical /
systematic naivety he displays by playing players out of position (when better
options are available) and generally over packing the midfield with like minded players, This
transfer window has thrown up the same baffling questions for me in relation to our manager and his actions (or is that in - action?).
Account Update Form (update address, personal information, insider status and etc.) Bank Account Update Form Beneficial Ownership Determination Form (for trusts and non-personal accounts) Book Cost Update Form Charitable Donation Guarantee of Account Hypothecated Account — Direction to
Transfer Incumbency Certificate Options Agreement (non-registered accounts) Options Agreement (registered accounts) Pre-Authorized Contribution / Systematic Investment Plan Privacy Consent Shareholder Communication Response Form Share Certificate Deposit — North American Securities Share Certificate Deposit — UK Securities Securities Transfer Form (transfer between HSBC InvestDirect a
Transfer Incumbency Certificate
Options Agreement (non-registered accounts)
Options Agreement (registered accounts) Pre-Authorized Contribution /
Systematic Investment Plan Privacy Consent Shareholder Communication Response Form Share Certificate Deposit — North American Securities Share Certificate Deposit — UK Securities Securities
Transfer Form (transfer between HSBC InvestDirect a
Transfer Form (
transfer between HSBC InvestDirect a
transfer between HSBC InvestDirect accounts)
Future Generali Life Insurance offers a
systematic fund
transfer option that allows the insured to switch their policy from aggressive equity - oriented funds to more balanced debt oriented funds during the last 3 years of a policy.
Under the
Systematic Transfer Plan
option, the concept of rupee cost averaging is used and the net premium is initially invested in the Secure Plus Fund and thereafter every month, a proportion of the premium is
transferred to the Growth Plus Fund
The
option of
Systematic Fund
Transfer and Dynamic Fund Allocation mechanisms help protect investments against market volatility.
Options like
Systematic Transfer Plan and Dynamic Fund Allocation help in safeguarding investments against market instability.
With the help of
options like
Systematic Transfer Plan, Automatic Asset Allocation and
option to switch between funds the management and maintenance of investment portfolio are made easier.
The premium net of applicable charges can be either self - invested by the policyholder or invested under the
Systematic Transfer Plan or Automatic Asset Allocation
option.
Under
Systematic Transfer Plan
option, the Annualised Premium received net of Premium Allocation Charge shall be allocated first to the Secure Plus Fund to purchase Units.
Subsequently, a fixed charge of Rs. 100 will be levied each time the
Systematic Transfer Plan
Option is selected.
The two
options include
systematic Transfer Plan and Self - managed Strategy.
Under the
Systematic Allocator
Option, the company invests the funds initially in a low risk fund and gradually, the funds are
transferred to high aggressive fund as the plan progresses.
The premiums paid net of charges are invested as per a choice of three investment
options chosen by the policyholder namely Self - Managed
Option, Automatic Asset Rebalancing Strategy and
Systematic Transfer Plan
SHIKSHA PLUS SUPER gives policyholders an
option to invest premiums in five investment funds offered by Max Life Insurance with a choice of Dynamic Fund Allocation and
Systematic Transfer Plan.
The premium can either be self - invested or invested under
Systematic Transfer Plan (STP) or Automatic Asset Allocation (AAA)
option.
Systematic Transfer Plan — STP offers two
options to help manage your asset allocation as per your needs:
For example, majority of child insurance plans come with
systematic transfer plan and dynamic fund allocation
options.
A ULIP having an
option to pay systematically through
Systematic Monthly Plan, growing your wealth by capitalizing on multiple choices of
Systematic Transfer Plan and utilizing your wealth by opting f...
You have the
option to choose
Systematic Transfer Plan that helps switch your money between Debt and Equity Fund in a systemat
Systematic Transfer Plan that helps switch your money between Debt and Equity Fund in a
systematicsystematic manner.
Systematic Transfer Plan Charges: No such charge is levied for the first time
Systematic Transfer Plan
Option is effected for limited premium payment mode and top - up premium / s.
You can either opt for
Systematic Transfer Plan or Dynamic Allocation
Option, but not both.