Qualifying Deferred Annuity Policy Customer Offer
06 December 2021
BOC Life Deferred Annuity (Fixed Term) – First Year Premium Discount Offer
From 6 December 2021 until 31 March 2022 (both date inclusive), you may enjoy the first year premium discount of up to 5% upon successful enrollment in “BOC Life Deferred Annuity (Fixed Term)”.
BOC Life Deferred Annuity (Fixed Term) – First Year Premium Discount Offer
| First Year Premium^ requirement for the basic plan | First year premium discount# rate | |
|---|---|---|
| Selected Customers* | Mass customer | |
| RMB36,500 or above |
5% |
2% |
| HKD36,500 or above | ||
| USD4,850 or above | ||
^ "First Year Premium” is based on the Initial Annual Premium in the proposal. First Year Premium does not include levy, pre-paid premium(s) (if applicable) and extra premium loading imposed due to health condition (if applicable).
# The deducted premium amount under the Offer will not be regarded as qualifying annuity premiums paid for the purposes of claiming a tax deduction.
* Please refer to the promotion flyer for details.
The offer is subject to relevant terms and conditions.
For product and promotion details, please refer to below link:
BOC Life Deferred Annuity (Fixed Term)
BOC Life Deferred Annuity (Lifetime) – First Year Premium Discount Offer
From 6 December 2021 until 31 March 2022 (both date inclusive), you may enjoy the first year premium discount of up to 20% upon successful enrollment in “BOC Life Deferred Annuity (Lifetime)”.
BOC Life Deferred Annuity (Lifetime) – First Year Premium Discount Offer
| First Year Premium^ requirement for the basic plan | First year premium discount# rate | |||
|---|---|---|---|---|
| Premium payment term | ||||
| 5 years | 10 years | |||
| Selected Customers* | Mass customers | Selected Customers* | Mass customers | |
| RMB20,000 to below RMB40,000 |
Not applicable |
Not applicable |
11% |
11% |
| HKD20,000 to below HKD40,000 | ||||
| USD2,700 to below USD5,300 | ||||
| RMB40,000 to below RMB100,000 |
6% |
4% |
15% | |
| HKD40,000 to below HKD 100,000 | ||||
| USD5,300 to below USD13,500 | ||||
| RMB100,000 or above |
10% |
8% |
20% |
15% |
| HKD100,000 or above | ||||
| USD13,500 or above | ||||
^ "First Year Premium” is based on the Initial Annual Premium in the proposal. First Year Premium does not include levy, pre-paid premium(s) (if applicable) and extra premium loading imposed due to health condition (if applicable).
# The deducted premium amount under the Offer will not be regarded as qualifying annuity premiums paid for the purposes of claiming a tax deduction.
* Please refer to the promotion flyer for details.
The offer is subject to relevant terms and conditions.
For product and promotion details, please refer to below link:
BOC Life Deferred Annuity (Lifetime)
