LifePlan downloads
Everything you need to start recommending LifePlan to your clients.
More on LifePlan
Funds
- Bulk Switch Service - Guidance Notes
- Fund Switch Instruction
- LifePlan Fund Performance Bulletin
- Model Portfolio Solutions Fund Guide
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Products
- Regular Savings:
- Regular Savings Plan
- A savings and investment plan for global investors.
- Regular Savings Plan Malaysia
- A savings and investment plan for Malaysian residents.
- Quantum
- Closed to New Business as at 1 July 2019.
- Quantum Malaysia
- Closed to New Business as at 1 July 2019.
- Paragon
- Closed to New Business as at 1 July 2019.
- Lump sum:
- Oracle
- Our classic lower lump sum investment plan.
- PIMS
- Our bespoke open architecture lump sum investment plan.
You cannot take out any of our products directly. We believe it's crucial that you take professional advice before considering any of our products, and that is why we only accept business introduced via financial advisers.
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Funds
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Trusts & Tax
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Downloads
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