If the surrender request is made before the completion of first 5 years of policy,
the fund value after deducting discontinuance charge shall be credited to the account.
In case, you surrender the policy before completion of the lock - in period of 5 years, the policyholder's
fund value after deducting discontinuance charge is transferred to discontinued policy fund.
In order to comply with the reduction in yield, the non-negative claw - back additions are added to
the fund value after first 5 policy years.
Upon surrendering the policy with - in the lock - in period of 5 years,
the fund value after deducting Policy Discontinuance Charges is transferred to the Pension Discontinued Policy (PDP) Fund.
Upon surrendering the policy with - in the lock - in period of 5 years,
the fund value after deducting surrender charges is transferred to the Pension Discontinued Policy Fund.
Upon surrendering the policy with - in the lock - in period of 5 years and on complete withdrawal from the policy,
the fund value after deducting discontinuance charges is credited to the «Discontinued Policy Fund» and it is refunded upon completion of lock - in period, subject to minimum guaranteed interest rate of 4 % p.a.. Upon surrendering the policy after the lock - in period of 5 years and on complete withdrawal from the policy, the total fund value as on the date of surrender is payable and the policy then terminates.
The minimum amount for partial withdrawal is Rs 5,000 and the total
fund value after such withdrawal should be at least 50 % of the single premium paid.
Some ULIP investment plans offer Loyalty Additions / Guaranteed Additions that starts adding to
your fund value after completion of the first 5 years.
You also have the option to receive
the fund value after the maturity date by opting for «Settlement Option».
In this policy, there is an option of Partial Withdrawal after 5 policy years subject to a minimum withdrawal of Rs 5000 such that the remaining
Fund Value after any withdrawal should be at least equal to the sum of 120 % of the Annualised Base Premium.
If you want to surrender the new endowment policy before the expiry of lock - in period of 5 years then
the fund value after deducting the discontinuous charge will be transferred to the discontinuous policy fund.
A ULIP not only offers flexibility to switch from equity to debt but also guarantees a pay - out of
fund value after the policyholder's death.
However due to high premium allocation charges for first 3 years,
your fund value after considering 10 % return might be only Rs 2.4 Lakhs to Rs 2.5 Lakhs.
An amount equal to a minimum of 2 years» annualised premium should be maintained as
fund value after any partial withdrawal.
The Total
Fund Value after any withdrawal should be at least equal to 30 % of the Single Premium.
Considering the above example, if
the fund value after 5 years is Rs 20 lacs, the sum - at - risk will be Rs 30 lacs (Rs 50 lacs — Rs 30 lacs).
Yes, the Partial Withdrawal facility available with this plan gives you the option to withdraw money from
your Fund Value after first 5 Policy Years.
Upon surrendering the policy with - in the lock - in period of 5 years,
the fund value after deducting Policy Discontinuance Charges are credited to the Discontinued Policy Pension Fund.
Kindly note that if you discontinue now, you will get
the fund value after adjusting for some expenses at the end of the 5th policy year only.
Survival Units: By staying invested over a long term horizon, you become eligible to receive Survival Units, which are added to
your Fund Value after every 5 years, starting from the end of the 10th policy year, provided the policy is in force.
In case of a Unit Linked Life Insurance Policy, if the policyholder chooses to withdraw the policy completely, before the completion of 5 years, then
the Fund Value after deducting the applicable surrender charges are transferred to the Discontinued Policy Fund.
And, if the insured surrenders his plan before completing 5 years with his plan then
the Fund Value after making applicable deductions of discontinuation charges is credited to the Linked Discontinued Policy Fund.
You may discontinue the ULIP policy but you will get
the fund value after 5 years only.
The withdrawal amount should be at least the minimum prescribed withdrawal amount and the fund must not fall below the minimum
fund value after the withdrawal.
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.
Survival units are added to
the fund value after 10 policy years and thereafter every 5 years @ 2 % of the average fund value in the last 3 years
You may discontinue the ULIP policy but you will get
the fund value after 5 years only.
Kindly note that if you discontinue now, you will get
the fund value after adjusting for some expenses at the end of the 5th policy year only.
If you discontinue it now, you can get
the fund value after 5 policy years and nominal interest rate would be provided.
Not exact matches
MetaStable's portfolio more than doubled in
value in May alone, according to a source close to the
fund; on June 23,
after a Bitcoin and Ethereum price crash, the hedge
fund reported total assets of $ 69 million in a regulatory filing.
RNI shares lost more than a fifth of their
value after the company announced its financing deal with a London - based fixed interest
fund had fallen through.
McDonald's shares jumped in March
after hedge -
fund manager Larry Robbins of Glenview Capital Management said in a Bloomberg article the fast - food chain's market
value could rise at least $ 20 billion by converting into a real estate investment trust.
After T. Rowe Price wrote down the
value of its Uber stock by 5 % in May, other mutual
funds slashed the valuation of their own stakes following Kalanick's resignation in June, new disclosures show.
SoftBank offered $ 33 per Uber share, which puts the company's
value at $ 48 billion, a significant decrease from the $ 69 billion valuation it had
after its last
funding round.
Mulesoft was
valued at $ 1.5 billion
after a $ 128 million
funding round in May 2015.
Miller
Value Partners moved 90 percent of its bitcoin holdings into a separate fund after bitcoin had become half the value of its main fund by the end of last
Value Partners moved 90 percent of its bitcoin holdings into a separate
fund after bitcoin had become half the
value of its main fund by the end of last
value of its main
fund by the end of last year.
The Sunnyvale, Calif. - based company started exploring a sale of the assets
after coming under pressure from activist hedge
fund Starboard
Value LP.
The normal startup drill is that the company raises round
after round of
funding, thereby diluting the
value of the stock options handed out to employees.
Stock in structured - finance firm Coventree lost more than half its
value Tuesday
after it said various Coventree - sponsored trusts could not
fund maturities of Canadian asset - backed commercial paper due to what it called a «market disruption.»
Peloton, a maker of Internet - connected fitness bikes, is riding high
after raising $ 325 million in new
funding this week,
valuing the company at $ 1.25 billion.
If you own the bond
fund that fell in
value, you can sell it right
after the fall and still buy the portfolio of individual bonds some say you should have owned to begin with (which, again, also fell in
value!).
The startup has raised just over $ 200 million in
funding and was
valued at around $ 360 million
after its last round in 2017, according to data from PitchBook.
Furthermore, the
fund is designed to distribute its net asset
value to shareholders in cash shortly
after the
fund's end date.
The Sunnyvale, California - based company started exploring a sale of the assets
after coming under pressure from activist hedge
fund Starboard
Value LP.
Also, realize that you and your former spouse can either agree to divide the account or choose to take all of these qualified retirement account
funds after offsetting its
value with other assets.
Facebook, for example, was
valued at $ 50 billion
after its most recent round of
funding, although it is trading at a higher price than that on secondary markets.
Dixon Advisory's lucrative $ 590 million US Residential Masters Property
fund (URF) will buy back up to 35 million shares to support its unit price
after a recent slide in
value as the combined Evans Dixon Group finalises its plans to list on the stockmarket.
While our assessment of Allianz's fair
value dropped right
after Gross left, it now exceeds our previous
value estimate due to better than expected
fund flows, the company's cost saving measures and a weaker euro.
This means that investors
after opening must have sufficient
funds to cover at least half of the contract
value.
Its disciplined
value approach has led its Sextant range of
funds to consistently outperform markets year
after year.