MaxCap
A flexible single-contribution plan giving clients the freedom to build a diversified portfolio across leading global funds and ETFs.
- US $10,000 minimum lump-sum contribution
- Available in USD, EUR, and GBP
- Plan terms of 5 or 10 years
- Can hold up to ten investment funds
- Up to twelve (12) fund switches per plan year at no charge
Product Details
| Features | Descriptions |
|---|---|
| Currency | USD, EUR, GBP |
| Minimum Contribution | US $10,000 lump sum |
| Investment Terms1, 6 | 10-year plan term · Up to 10 funds · Minimum 10% allocation per fund |
| Annual Administration Charge2 | 0.133% monthly |
| Policy Fee2 | US $8 monthly |
| Structure Fee2 | Asset management fee: 0.167% monthly |
| Fund Transfer Fee3 | Up to twelve (12) fund switches per plan year at no charge |
| Surrender Charge4 | Equal to the remaining administration charges of the plan term at time of surrender, multiplied by a surrender factor of 1.5. |
| Free Partial Withdrawals5 | Available provided the plan maintains a minimum surrender value of US $5,000. Minimum surrender amount: US $600. |
- Each selected fund requires a minimum allocation of 10%.
- Charges shown are current and may change.
- Up to twelve (12) fund switches are available per plan year at no charge. Tax consequences may apply.
- The Surrender Charge equals the remaining Administration Charges for the plan term multiplied by the applicable surrender factor.
- Partial withdrawals require a minimum surrender value of US $5,000 and a minimum withdrawal amount of US $600.
- This product does not provide Principal Protection or a guaranteed investment return.
Ready to explore MaxCap?
Our multilingual team is available to answer questions about MaxCap and help you find the plan best suited to your goals.