Wealth Accumulation Plan

The Wealth Accumulation Plan (WAP) is an investment product that requires a lump sum payment. You can start by investing a minimum of USD 30,000, with the flexibility to increase your investment amount over time. WAP allows you to manage your investment portfolio with a diverse range of funds from Zurich and other renowned global and local asset managers.

Who is it for?

WAP may be suitable for you if:

You've accumulated savings or received a significant one-time payment that you wish to invest
WAP offers a broad range of fund options, allowing you to manage a portfolio of funds that match your risk tolerance and investment goals.

You can accept a certain level of risk for potentially higher returns
Investing in funds carries a degree of risk, and our expert advisers can assist you in determining the level of risk you're comfortable with, and help manage your portfolio.

You can stay invested for at least five years
If you're saving for long-term goals such as buying a house, or your retirement, then WAP may be suitable for you.

For full details, please refer to the policy terms and conditions.

Who isn’t it for?

WAP may not be suitable for you if:

You're a first-time investor
WAP offers a vast selection of funds, which might be overwhelming for new investors. Our advisers can help you choose a more suitable option.

You aren't prepared for funds to lose value
Investment values fluctuate, and if you are uncomfortable with the chance that your investment may be worth less than your initial investment at times, you may want to consider other options.

You prefer to select individual stocks for your portfolio and engage in daily trading
WAP is not a trading platform, and as such, it does not provide the same level of detail or real-time trading capabilities as other platforms.