Executive Takaful Retirement Plan

Plan ahead to enjoy your golden years

Will you have a dependable income to maintain your preferred retirement lifestyle?

Benefits for your family or business, now and the future.
The Executive Takaful Retirement Plan is designed for individuals and business customers. Your financial circumstances and goals for the future are unique to you, and the Executive Takaful Retirement Plan can be customised to meet your needs.

As an alternative solution to diversity your retirement savings portfolio, the Executive Takaful Retirement Plan gives you the comfort of knowing that you will receive regular income during your retirement years*. This plan also aims to preserve your capital** by employing conservative investment strategies and the same time, provides an element of protection in the event of life’s uncertainties.

The Executive Takaful Retirement Plan can be designed as:

• An alternative plan for sole proprietors or individual business owners to have their own retirement fund scheme through participation in this plan.

• A talent retention benefit to selected employees of companies.

• As an expression of gratitude for retiring staff on top of their retirement fund from EPF.

*The amount of income may be adjusted in order to maintain sufficient balance in the Participant Fund and this income will continue as long as the Participant Fund is available.
**This is not a capital guarantee product and the investment risk is solely borne by the Participant.

Or call 1800 88 3898 for more details

Why the Executive Takaful Retirement Plan?

a. Steady Income For Retirement
Regular stream of income up to age 75*.

b. Maturity Value^
On top of your regular stream on income*, you may receive payout upon maturity of this plan. This value is the remaining amount in the Participant Fund (if any) upon maturity of this plan. You can use this amount to further grow your money, or perhaps save it for your loved ones.

c. Potential Surplus Sharing
You are entitled to any potential surplus allocated to your Participant Fund. This will help grow your retirement savings further.

d. Flexibility
Choose to save for: Single Contribution: 8 or 10 years
Regular Contribution: 10, 15, 20 or 25 years#.

e. Protection Against Life’s Uncertainties
Help provide your loved ones with some financial security in the event of your death. Please refer to the Protection Benefits section for more details.

f. Hassle – Free Approval
No medical check up required subject to terms and conditions of this plan.

g. Help Provide For Future Of Your Loved Ones
Pass your wealth on to your chosen beneficiaries or provide it as a gift to your loved ones such as your child to ensure a brighter future.

h. Income Tax Information
The benefits paid under this plan and the contribution paid may be eligible for favorable income tax treatment. Please consult your tax adviser.

*The amount of income may be adjusted in order to maintain sufficient balance in the Participant Fund and this income will continue as long as the Participant Fund is available.
^The balance in the Participant Fund (if any) will be payable provided that the Certificate is in force at maturity.
#The tenure of the accumulation period available for selection will vary according to your entry age.

Please note that the information set out in this page is merely to inform the public of our products - all such products are ultimately subject to the provisions contained in their respective Takaful Certificate.

Talk to our Corporate Financial Planning Managers.

Call HSBC Amanah Takaful 1800 88 9659 or call 1 800 88 3898 for more details.

This product is managed by HSBC Amanah Takaful (Malaysia) Sdn. Bhd. (Company No.731530-M). All claims and liabilities arising from the plan should be made to HSBC Amanah Takaful (Malaysia) Sdn. Bhd.