Sentences with phrase «fund value at»

40 % of the Surrender Value (i.e. Total Fund Value less applicable Discontinuance Charges), if equity proportion is more than 60 % of the Total Fund Value at Policy level

The additional units shall be created in different funds in proportion of Fund Value at the time of credit.

By investing in an endowment plan, you can get the lump sum amount plus accumulated bonus or the fund value at the maturity of the policy, provided you have paid all the due premiums.

When it comes to returns, you will receive Rs 1,30,664 @ 8 % p.a. and this amount is payable as fund value at maturity.

He will also receive the Fund Value at the policy maturity.

Additional units are allocated to the policyholder's fund value which is 0.20 % of fund value at the end of every policy year initiating from the 11th policy year.

The Fund Value at maturity is Rs 1 lacs or above.

Persistency Units equal to 1 % of the average of Fund Value at previous 36 months would be allocated to the Policyholder's Unit Account at the end of 10th, 15th, and 20th Policy anniversaries.

Scenario A - Maturity Benefit: If Mr. Raman survives till maturity of the policy, he will receive the total fund value at applicable NAV.

He makes a partial withdrawal of 25 % of his Fund Value at the end of 10th year.

You can also avail Loyalty Additions plus Wealth Boosters to enhance fund value at the policy maturity.

You also have the option to completely withdraw the policyholder's fund value at any time during the settlement period.

The Fund Value at maturity is Rs 1 lac or above.

This plan provides a lumpum payout payable immediately on death, followed by regular payouts in the form of Family Income Benefit and the total Fund Value at the end of the Policy Term.

For example: If the Annual Premium is «40,000 and the Fund Value at the end of the first year is «42,000, then the Discontinuance Charge will be the lower of (6 % of 40,000, 6 % of 42,000, 6,000) which works out to be «2,400.

Settlement option - The Insurance Company also offers a settlement option whereby the policyholder can take the fund value at maturity in periodic instalments up to a period of 5 years.

Policy Administration Charge — A monthly charge of Rs. 100 is deducted from the fund value at the start of each month.

The minimum amount of partial withdrawal should be Rs. 5, 000 and the maximum is 20 % of the Fund value at the beginning of that policy year.

Surrender / Discontinuance Charge: A charge levied on the fund value at the time of discontinuance of policy or on effective complete withdrawal (surrender) whichever is earlier.

You receive comprehensive benefits including maturity benefit as fund value at the end of the policy or death benefit for the nominee.

Depending on the type of pension plan you choose to invest in, some have a pre-defined fund value at the end of the investing period.

The surrender value will be the Policyholder's Fund Value at the date of surrender.

You would be allowed to withdraw only 20 % of the fund value at the beginning of that policy year.

These premiums, like other premium installments, will get invested and the beneficiary will receive the accumulated fund value at maturity.

The maximum partial withdrawal allowed in a policy year is up to 20 % of the fund value at the beginning of that policy year.

Loyalty Addition is 3 % of the single premium and added to the fund value at the maturity of the policy.

You also have the option to completely withdraw the fund value at any time during the settlement period.

Scenario A: Romesh Survives till Vesting At vesting, the higher of Fund Value at maturity or Assured Benefit is payable.

Alternatively, you can also withdraw the entire Fund Value at any time during these 5 years, without paying any charges.

Maturity Benefit: On survival at policy maturity, you can avail the full Fund Value at one go or make a choice between any of the two settlement options.

When a customer surrenders a policy any time after the fourth policy year, there is no surrender charge and they will receive 100 % of the fund value at the end of the 5th policy year.

Maturity Benefits: The policyholder shall receive the fund value at the time of maturity of the policy

If the policyholder dies during the policy term, the nominee shall be paid death benefit that will be higher of sum assured or the fund value at that time.

The amount refunded is equivalent to non-allocated Premiums plus charges levied through cancellation of units plus Fund Value at the cancellation date.

There is an option for partial withdrawals and 120 % to 170 % of annual premium is allocated to your fund value at the end of the 15th policy year.

The addition, expressed as a percentage of the single premium, will be added to the single premium fund value at the maturity date of your policy.

At the end of the 10th policy year wealth boosters are added to the fund value at 1.50 % for single pay and 3.25 % for limited pay options.

The additional Units shall be created in different Funds in the same proportion as the Fund Value at the time of credit.

This charge shall be levied on the Fund Value at the time of Discontinuance of Policy or effecting Complete Withdrawal (Surrender) whichever is earlier, as per the following table:

In case of an unfortunate event of the life insured's demise, the nominee will gets death benefit, which is the higher of the sum assured or the fund value at that time.

The minimum amount of partial withdrawal is Rs. 5000 and the maximum partial withdrawal amount should not exceed 20 % of the fund value at the time of 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.

In case of an unfortunate event of demise, your nominee will get the death benefit which is the higher of the sum assured or the fund value at that time.

The Surrender Value is the fund value at the prevailing NAV.

The Bima Advantage Plus from the house of Future Generali Life Insurance offers a policy term of 10 to 30 years with an insured receiving the fund value at maturity.

The Guaranteed Additions will be added to the fund value at the end of 15 years.

Surrender after 5 years entails a policyholder to receive fund value at its prevailing NAV.

By contrast, ETF investors typically can not measure their trading costs because they don't have access to a reliable measure of underlying fund value at the time of trade execution.

Uber is already available in 42 cities, from New York to Taipei, and isn't slowing down, despite noise from regulators: A new round of $ 258 million in funding values it at $ 3.4 billion (see Uber feature story).

Adam has an accumulation interest in the fund valued at $ 1m.