Savings & Investments
When it comes to maximising investment potential and growing your wealth, you want hassle-free solutions. Ultimately, you also want results.
Boasting an exceptional Start-up Bonus to kickstart your investment, AXA Optimus is the solution you need to see your ambitions come true.
Achieve your investment goals faster with free bonus units of up to 180% in your first year.
Wide range of investment choices exclusive to AXA clients allow you to build an impactful portfolio.
Achievable Break Even Yield*
If you invest SGD 1,500 a month for a Premium Payment Term of 30 years, your investment only needs to grow by more than 1.49% a year to cover your policy fees and you can start to reap returns on your investment.
Choose your Insurance Coverage
Basic: 101% of Account Value.
Enhanced: The higher of 101% of Account Value or Total Premiums paid minus withdrawals.
Involuntary Unemployment Benefit
During Premium Payment Term, in the event of retrenchment or a redundancy situation, receive up to SGD 9,000 per Policy and rest assured that your investment goals do not get disrupted.
Regular Withdrawal Option
With this facility, you can enjoy the fruits of your investment and supplement your retirement income or invest in a hobby.
BEFORE YOU APPLY
- AXA Optimus Brochure (English) (PDF / 511 KB)
- Simple Guide to Life Replacement Option (LRO) (PDF / 221 KB)
- Giro Form (PDF / 99 KB)
- Health Declaration Form (PDF / 598 KB)
- Absolute Assignment Form (PDF / 300 KB)
- Form 1 Trust Nomination (PDF / 291 KB)
- Form 2 Revocation of Trust Nomination (PDF / 94 KB)
- Form 4 Revocable Nomination (LI) (PDF / 238 KB)
- Form 5 Revocation of Revocable Nomination (PDF / 89 KB)
- Request for Partial or Full Withdrawal and Policy Surrender (PDF / 318 KB)
- CRS Tax Residency Self-Certification Form (PDF / 198 KB)
Apply for Optimus 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.