Savings & Investments – Retirement Planning
AXA Retire Treasure II
AXA Retire Treasure (II) is a flexible savings plan with options that let you decide the amount of guaranteed annual income you want, choose your premium payment term and decide how long you want to receive your income from the available options to supplement your future goals such as your lifestyle needs, your children’s education funds, retirement plans and leaving a legacy.
After the premium payment term and the accumulation period (if any), you can receive an income stream of your chosen annual income amount throughout the selected payout period. You can also choose to re-deposit the annual income for a non-guaranteed interest. At the end of the policy term, a non-guaranteed maturity will also be paid out.
You can appoint your loved ones to be a secondary life assured* to your plan. In the unfortunate event of death or diagnosis of terminal illness, your loved ones continue to be protected and the annual income payouts will continue* till the end of the policy term.
Guaranteed Annual Income
Fund your future goals and plan for a legacy with a steady stream of guaranteed annual income payouts. You can also re-deposit the payouts to receive a non-guaranteed interest.
Leave a legacy for your loved ones
Choice to appoint your loved ones as a secondary life assured*. Upon death or diagnosis of terminal illness of the life assured, the payouts continue* for your loved ones.
Competitive Total Yield
You can get a total yield at maturity of up to 4.24% p.a.*
100% Capital Guaranteed
You can receive 100% of your premiums after premium payment term and accumulation period (if any).
Death or Terminal Illness payout
Receive a payout of 101% of total premium paid and accumulated bonuses (if any) in the event of death or diagnosis of terminal illness.
Customisable for your needs
Choose your premium payment term: Single Premium or limited premiums for 5, 10, 15, 20, 25 or 30 years.
Choose your income payout period: 10, 15, 20, 25 years; or a lifetime (to age 120).
No medical questions or examination is required. All applications for the basic plan will be accepted.
Extra layers of protection for your plan
Enhance your plan with a waiver of premium rider for unforeseen events such as disability, critical illness or involuntary loss of income.
*Refer to brochure in Downloads section for details.
Enhance Your Coverage
Ensure no disruption to your savings plan with optional riders that waives future premium payments in the event of unfortunate events.
BEFORE YOU APPLY
Secondary Life Assured
- AXA Retire Treasure II Brochure (PDF / 465 KB)
- Giro Form (PDF / 121 KB)
- Health Declaration Form (PDF / 1 MB)
- Absolute Assignment Form (PDF / 759 KB)
- Form 1 Trust Nomination (PDF / 742 KB)
- Form 2 Revocation of Trust Nomination (PDF / 591 KB)
- Form 4 Revocable Nomination (LI) (PDF / 686 KB)
- Form 5 Revocation of Revocable Nomination (PDF / 504 KB)
- Request for Partial or Full Withdrawal and Policy Surrender (PDF / 882 KB)
- Service Request Form (PDF / 903 KB)
- CRS Tax Residency Self-Certification Form (PDF / 933 KB)
Apply for AXA Retire Treasure II or submit your enquiries:
To apply for our product, please fill up this form and we will contact you as soon as possible.
For general enquiries, please click here. For claim enquiries, please click here.
Alternatively, you can call us at:
1800 880 4888 (Within Singapore)
(+65) 6880 4888 (International)
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This insurance plan is underwritten by AXA Insurance Pte Ltd. The information featured in this website is published for general information only and is not a contract of insurance. The precise terms and conditions of the plan are specified in the policy contract. A product summary for the insurance plan is available and may be obtained from AXA Insurance Pte Ltd and the participating distributors' offices. You should read the product summary before deciding whether to purchase the plan.
The insurance plan featured in this website does not have regard to the specific investment objectives, financial situation and the particular needs of any specific person. You may wish to seek advice from a financial consultant before making a commitment to purchase the plan. In the event that you choose not to seek advice from a financial consultant, you should consider whether the plan in question is suitable for you. Buying an insurance plan is a long-term commitment. An early termination of the plan usually involves high costs and the surrender value may be less than total premiums paid.
The insurance plans featured in this website may be protected under the Policy Owners' Protection Scheme, which is administered by the Singapore Deposit Insurance Corporation (SDIC). Coverage for such plans are automatic and no further action is required from you should you buy the plan. For more information on the types of benefits that are covered under the Policy Owners' Protection Scheme as well as the limits of coverage, where applicable, please visit the AXA website at www.axa.com.sg or visit the LIA, GIA or SDIC websites (www.lia.org.sg, www.gia.org.sg or www.sdic.org.sg) for a copy of the SDIC Guide on PPF Scheme.
This advertisement has not been reviewed by the Monetary Authority of Singapore.