Menu

Wealth Management

Investment Link Insurance

Investment link insurance combines insurance with investment elements, where the insurance premium is used to purchase fund units. In case life insurer passes away, beneficiary is still entitled to claim 101% of the investment amount. Such type of products is divided as Lump Sum Investment Link Insurance Plan and Regular Saving Investment Link Insurance Plan.

Investment link insurance could effectively assist clients to achieve financial targets because:

The term period of such plan usually ranges from 10 to 30 years, as such it can capture the investment opportunities in every economic cycle. Long term investment could also benefit the clients through compound interest effect, and help achieve long term investment goals.

Regular Saving Investment Link Insurance Plan utilizes dollar cost averaging to invest regular amount periodically. By purchasing more fund unit when the fund price is lower, client could lower the general investment cost.

Investment link insurance is agile with flexibility, fund choice is also changeable at any time, so client could base on different market situation and risk appetite to switch to a more suitable fund for better return; client could also increase/decrease/stop/withdraw part of the contribution before the plan is mature.

Mobile Trading APP “LF Securities” (六福證券) will cease service on 1 December 2024

為提升客戶使用體驗,交易手機應用程式「六福證券」將於2024年12月1日起停止服務,客戶請盡早下載「六福交易寶」交易手機應用程式繼續進行交易,登入賬戶號碼及密碼則維持不變。詳情請 [按此] 查閱。

交易手机应用程式「六福证券」将于2024年12月1日起停止服务​

为提升客户使用体验,交易手机应用程式「六福证券」将于2024年12月1日起停止服务,客户请尽早下载「六福交易宝」交易手机应用程式继续进行交易,登入账户号码及密码则维持不变。详情请 [按此] 查阅。

Mobile Trading APP “LF Securities” (六福證券) will cease service on 1 December 2024

In order to enhance the customer experience, the mobile trading app “LF Securities” (六福證券) will cease service on 1 December 2024. Customers are advised to download the “六福交易寶” mobile trading app as soon as possible to continue conducting trading activities. The login account number and password will remain unchanged. Please click [Here] for more detail.