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投包险伸见(Elvis Zhang).ppt 27页

作者: [db:作者] 来源: [db:来源] 时间: 2019-02-10 阅读:

  Partial withdrawal can be performed by amount or by percentage of each specified fund The withdrawal is taken from ATU first and then RPA Surrender charge is calculated and withheld for each withdrawal request, which is based on the account from which the fund units are taken the amount of the withdrawal from the account Partial Withdrawal Thanks very much! * Thank you for attending the training session. Today, I’ll go through some of the details related to the functions for fund administration. * Before going to the details, I would like to give you a very brief introduction first. For life insurance products, we can categorize it into three main types: traditional life product, traditional rider and non-traditional life product. The main difference between non-traditional products with the other two is that there is an investment component in non-traditional life product, and fund administration refers to the administration of this investment component for non-traditional life product. * Let’s go through a simple policy life cycle. Suppose now we have a non-traditional life plan and life-packaging. As we have to purchase fund for such products, we have to set up the funds for purchase. Such of these can be grouped in product set-up and all these are supposed to be done once only (except the fund price input). After a product set-up completes, we can make use of the product information to create a New Business. Once the policy is settled, some of the premium are used for purchasing funds and we have such of these fund activities. System performs monthiversary, a monthly charge for fund management and cost of insurance, and if there is no more account values in the policy, the policy will lapse, or if the policyholder requests to have full withdrawal in the fund accounts, the policy is surrendered. * In our terminology, we always call life product with insurance and investment nature as Investment Linked Product, or Unit Linked Product. The deposit after

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