Invest in Prudentialife Fixed Income Fund or Optima Balanced Fund and get a Prudentialife Wellcare Card for FREE!
The Prudentialife Wellcare Card is a prepaid, one-time payment, one-year coverage medical and dental care services with an Accidental Death and Disablement Benefit.
Free Pink Card - min. investment of P500,000.00
Free Blue Card - min. investment of P1,000,000.00
Free Elite Card - min. investment of P2,000,000.00
Special Offer!
Invest P250,000 and get 50% off on your Pink Card
Optima Protect Enjoy the security of a life insurance when you invest in Optima Funds.
Maximize the benefits from Prudentialife Fixed Income Fund and Optima Balanced Fund! For a minimum additional premium, you will be covered by COCOLIFE’s Group Renewable Term Insurance and Accidental Death and Disablement Benefit Rider (GYRT with AD&D). Below is the table of insurance premium of your investment.
Required Optima Fund Investment
Annual Premium of Member
Renewable Term Insurance
Accidental Death and Disablement Benefit
Total Coverage
P10,000 - P19,999
P600.00
P100,000.00
P150,000.00
P250,000.00
P20,000 - P39,999
P1,200.00
P200,000.00
P300,000.00
P500,000.00
P40,000 - P59,999
P2,400.00
P400,000.00
P600,000.00
P1,000,000.00
P60,000 - P79,999
P3,600.00
P600,000.00
P900,000.00
P1,500,000.00
P80,000 - P99,999
P4,800.00
P800,000.00
P1,200,000.00
P2,000,000.00
P100,000 and up
P6,000.00
P1,000,000.00
P1,500,000.00
P2,500,000.00
The premiums above are inclusive of taxes and are based on standard risks. Substandard cases shall be subjected to additional premium rates. Above rates are only applicable while investment in Prudentialife Fixed Income Fund or in the Optima Balanced Fund is outstanding. Otherwise individual rates shall apply. The insurance portion will be handled by PLPI Financials & Insurance Brokers Inc.
No need to worry about paying the insurance premium!
Upon the annual renewal of your insurance coverage, we will automatically deduct your premium from the proceeds of your Optima Fund investment. Your next annual coverage shall be computed based on your outstanding enrolled Optima Protect Investments. Maximum insurance coverage per investor is P1,000,000 regardless of the amount of investment.
What are the Advantages in investing in Optima Protect?
1. Big savings in your insurance premium.
2. Only one insurance premium rate regardless of age.
3. No medical examination required*.
*For investors without adverse health declarations
Employee Savings Program (ESP)
To make saving and investing ever more easy and affordable for the earning employees, Optima has recently launched – the Employee Savings Program (ESP).
With ESP, a company may now help their employees save and have potentially higher returns for their savings through salary deduction. The minimum initial investment is only Php500.00 and the required number of participants per company is only 10. Investors may choose either of the two mutual fund products of Optima – Prudentialife Fixed Income Fund (PFIFI) and Optima Balanced Fund (OBFI).
PFIFI and OBFI has posted a 2007 Year-End Performance of 7.58% and 8.01%, respectively.
Optima Funds
Copyright 2008 * Optima Funds * All rights reserved
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:: PESO - DOLLAR RATE ::
P 46.834
:: CONTACT
INFORMATION ::
Address:
3rd Floor PLPI Building, 118 Gamboa St., Legazpi Village,
Makati City
