Flexible Savings Plan Introduction

Flexible Savings Plan

Policy Numbers 3120001C to 3140265K

The Flexible Savings Plan was originally sold by CMI Insurance Company Limited. It was a regular premium policy with the benefit of some life cover. The product was intended as a medium to long-term investment, ideally for 10 years or more. 

The Flexible Savings Plan is no longer open to new investors, but we continue to manage policies for existing customers.

Switching funds

There is a range of investment funds available to the Flexible Savings Plan. You can find out more information via our Fund Centre page. 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.