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HSBC Life Wealth Invest

An investment-linked plan that offers a wide choice of funds managed by established fund managers, flexible payment options, and life cover[@invest-death].

Build and protect your dreams

To build a diversified portfolio and maximise your returns, you need the flexibility to seize opportunities. HSBC Life Wealth Invest (Cash / SRS) or HSBC Life Wealth Invest (CPF) plan gives you exactly that. Grow your wealth, invest in a wide range of funds managed by established fund managers, and get protection against death and terminal illness.

Key benefits

Choose which monies to invest with

Invest with premiums paid for using your cash, Supplementary Retirement Scheme (SRS), Central Provident Fund Ordinary Account (CPF-OA) or Special Account (CPF-SA) monies.

Select from a wide range of managed funds

Take your pick from our professionally managed investment sub-funds per your risk profile. Cash / SRS customers can choose from a wider range of almost 80 available funds.

Make switches and withdrawals

Adapt your investments to evolving market conditions with free fund switches[@invest-switch] and withdrawals[@invest-withdraw], ad-hoc top-ups or recurring single premiums.

Additional benefits

  • Apply today, hassle-free
    You don't need to undergo any medical examinations in order to sign up for this plan.
  • Covered for life, for free
    Your beneficiaries will have financial protection in the event that you pass away or suffer a terminal illness[@invest-death].

Are you eligible?

The entry age depends on the premium payment option you select.

Cash:

  • 1 month[@age-attained] to 60[@age-nearest] years, for the insured person
  • 18[@age-attained] to 60[@age-nearest] years, for the policyholder

Supplementary Retirement Scheme (SRS) or CPF - Ordinary Account (CPFIS-OA):

  • 21[@age-attained] to 58[@age-nearest] years, for the insured person
  • 21[@age-attained] to 58[@age-nearest] years, for the policyholder

CPF - Special Account (CPFIS-SA)

  • 21[@age-attained] to 54[@age-nearest] years, for the insured person
  • 21[@age-attained] to 54[@age-nearest] years, for the policyholder

Summary of options 

Apply now

Leave us your details

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Other ways to apply 

Manage your policy on the go

Scan the QR code to download HSBC Life SG mobile app

Download the HSBC Life SG mobile app

See your policy details and manage your HSBC Life policies with just a few taps any time, wherever you are.

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Notes

    Important notes 

    HSBC Life Wealth Invest is underwritten by HSBC Life (Singapore) Pte. Ltd. (Registration number 199903512M). This webpage contains only general information and does not have regard to the specific investment objectives, financial situation and the particular needs of any specific person. This is not a contract of insurance and is not intended as an offer or recommendation to buy the product. A copy of the product summary may be obtained from our authorised product distributors. You should read the product summary, product highlights sheets and fund summary before deciding whether to purchase the product and subscribe for units in the ILP sub-funds. You may wish to seek advice from a Financial Planner before making a commitment to purchase the product. In the event that you choose not to seek advice from a Financial Planner, you should consider whether the product in question is suitable for you. Please refer to the general provisions for the exact terms and conditions, specific details and exclusion of this product. Investments in this plan are subject to investment risks including the possible loss of principal amount invested. The value of the units may rise as well as fall. Past performance is not necessarily indicative of future performance. As buying a life insurance policy is a long-term commitment, an early termination of the policy usually incurs high cost and the surrender value, if any, that is payable to you may be zero or less than the total premiums paid. It is also detrimental to replace an existing life insurance policy with a new one as the new policy may cost more or have fewer benefits at the same cost.

    This policy is protected under the Policy Owners' Protection Scheme which is administered by the Singapore Deposit Insurance Corporation (SDIC). Coverage for your policy is automatic and no further action is required from you. For more information on the types of benefits that are covered under the scheme as well as the limits of coverage, where applicable, please contact us or visit the Life Insurance Association Singapore (LIA) or Singapore Deposit Insurance Corporation (SDIC) websites: www.lia.org.sg or www.sdic.org.sg.

    This advertisement has not been reviewed by the Monetary Authority of Singapore. Information is correct as at 1 February 2025.

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