Wealthmaster Choice & Classic Introduction

Wealthmaster Choice & Classic

Policy Numbers 3000001A to 3099999Z & 4000001A to 4099999Z

Wealthmaster was originally sold by CMI Insurance Company Limited. It was designed to give a choice between protection, investment or both. 

 

The Wealthmaster Classic Plan is a fixed term, regular premium plan. 

 

The Wealthmaster Choice Account is a fixed term, single premium plan. 

 

Wealthmaster is no longer open to new investors, but we continue to manage policies for existing customers.

 

Switching funds

There are a range of investment funds available to Wealthmaster. You can find out more information via our Fund Centre and Guaranteed Growth Fund pages. The Fund Centre is where you can find performance information and factsheets. Please note that some funds listed are not available to Hong Kong policyholders. 

 

You can switch between the available funds up to 12 times per calendar year, free of charge. Any additional switches are charged at 1% of the value of the units being switched, subject to a minimum charge of £10 and a maximum charge of £250.