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Strictly for internal use by CIMB Group bank staff only. All contents strictly private & confidential to CIMB Group. Under no
circumstances are the contents of this document to be distributed to persons who are not employees of CIMB Group. This document
has been compiled for information purposes only, and nothing in its contents are to be construed as a representation, warranty or to
be relied upon in any way by any persons whatsoever. This is not an advertisement or promotional material nor is it an offer or
invitation to subscribe for, or to invest in any securities, investments or bank deposits.
Dynamic Asia Capital Protected
Fund Objective
To provide investors with a 100% capital protection
at the end of 3 years together with potential
investment
Returns.
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Dynamic Asia Capital Protected
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The product…
The Product
Returns and Security. Upside is unlimited whilst downside is protected.
This product has the ability to gain returns similar to equity investments
with a capital protection feature built in.
The Proposition
Dynamic Asia offers investors unlimited capital growth with its
dynamically managed strategy. Investors are exposed to the rising
potential of Asian economies. Dynamic rebalancing strategy ensures
prudent adjustments according to market conditions.
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Dynamic Asia Capital Protected
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Dynamic Asia Capital Protected
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Eligibility
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Eligibility
Minimum Investment
RM 25,000 per proposal & in multiples of RM1, 000.
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Death Benefit – Before Policy Commencement Date
Description Rate
Bid Offer Spread 2.5% of Amount Invested
Fund Management Fee Nil
Partial Withdrawal Charge RM 50.00
Full Withdrawal Charge Nil
Insurance Charge Nil
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Helplines
LIC CONTACT FOR AGENT WITHIN KLANG VALLEY
1. Mohd Fauzi Zakaria - Email Address: mfauziz@cimbaviva.com,
- Contact Number : 012 357 9790
2. Xindy - Email Address : yxcheong@cimbaviva.com
- Contact Number : 012 270 1900
3. Chia - Email Address : sychia@cimbaviva.com
- Contact Number : 012 666 3531
4. Fatyah - Email Address : ishsalyta@cimbaviva.com
- Contact Number : 012 927 1210
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Free Look Period
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Free Look Period
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Taxation
All benefits paid are received as life insurance proceeds and therefore are
not included is taxable income, subject to final decision of Lembaga Hasil
Dalam Negeri. This should not be construed as tax advice which the client
may obtain appropriately from a qualified tax advisor.
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Partial Withdrawal
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