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Product Provider:  Access Investment Management Ltd
Registered Office:  Hong Kong, Special Administrative Region of the People's Republic of China
Website:  http://www.accessfunds.com
Products:  Managed investment funds
Other Info:  Product information and application forms available online. Note that all Access Investment Management funds are approved by the major life companies for purchase by portfolio bonds.
Special Offers:  None at this time
Our Offer: 

Morgan Chapel offers you the most cost-effective entry to Access Investment Management products, GUARANTEED!

These rebates are paid to you in addition to any special offers or enhancements offered by Access Investment Management and apply to all new business as well as top-ups to existing policies.

Single Premium Policies:
Single Contributions* Benefits enhanced
US$25,000 to 49,999 2.00%
US$50,000 to 99,999 2.25%
US$100,000 to 249,999 2.50%
US$250,000 to 499,999 2.75%
US$500,000 or more POA
Referrals: 
US$100* is payable to each Morgan Chapel client who refers new Access Investment Management business.
* or equivalent in denominating currency
How to Apply: 
 

On receipt of your completed application, signed terms of business and method of payment, we will forward to Access Investment Management. We will acknowledge receipt to you and confirm rebate details within 48 hours. You will receive policy documents from Access Investment Management setting out details of the investment within 2 weeks of policy commencement. Rebates for single premium policies will be paid approximately 1 month after policy commencement.

 

 

 



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