Insurance products and Services (Agent)

Introduction:

As insurance is an integral part of comprehensive wealth management, UBS (China) Limited is dedicated to provide you the most suitable insurance solution, helping fulfill various requirements at each stage of your life and assist you in meeting your financial planning goals.

Products:

Product Name

Product Type

Product Issuer

Product Sub-Type

Public Product/ Private Prodcut

Tenor

 Risk Rating

Suitable Investor

Currency

Location

AIA
ChuanShiJingDianZunXiang
Whole Life Insurance
(Participation)(Distributed)

Life
Insurance

AIA Insurance

Not Applicable

Not Applicable

Whole Life

R1

Applicable for " Conservative" Type and above

RMB

Beijing, Shanghai

AIA
ChuanShiJingDianLeXiang 2017 Whole Life Insurance
(Participation)(Distributed)

Life
Insurance

AIA Insurance

Not Applicable

Not Applicable

Whole Life

R1

Applicable for " Conservative" Type and above

RMB

Beijing, Shanghai

AIA ChuanShiJing
DianRongYaoZunXiang Whole Life Insurance (Participation)(Distributed)

Life
Insurance

AIA Insurance

Not Applicable

Not Applicable

Whole Life

R1

Applicable for " Conservative" Type and above

RMB

Beijing, Shanghai

AIA ChuanShiJinSheng
2018 Annuity Insurance (Participation)(Distributed)

Annuity
Insurance

AIA Insurance

Not Applicable

Not Applicable

Until 105 years old of insured person

R1

Applicable for " Conservative" Type and above

RMB

Beijing, Shanghai

AIA ZengLiBa Rider Annuity Insurance (Participation)(Distributed)

Annuity
Insurance

AIA Insurance

Not Applicable

Not Applicable

Until 105 years old of insured person

R1

Applicable for " Conservative" Type and above

RMB

Beijing, Shanghai

AIA YongFengBao C Annuity Insurance (Participation)(Distributed)

Annuity
Insurance

AIA Insurance

Not Applicable

Not Applicable

Until 88 years old of insured person

R1

Applicable for " Conservative" Type and above

RMB

Beijing, Shanghai

AIA ChuanShiJinSheng Plus
Annuity Insurance
(Participation)(Distributed)

Annuity
Insurance

AIA Insurance

Not Applicable

Not Applicable

Until 105 years old of insured person

R1

Applicable for " Conservative" Type and above

RMB

Beijing, Shanghai

CITIC-Prudential
XingFuWeiLai
Annuity Plan B(Distributed)

Annuity
Insurance

CITIC-Prudential Life

Not Applicable

Not Applicable

Until 100 years old of insured person

R1

Applicable for " Conservative" Type and above

RMB

Beijing, Shanghai

CITIC-Prudential
ZhuFuWeiLai Annuity B (Participating) (Distributed)

Annuity
Insurance

CITIC-Prudential Life

Not Applicable

Not Applicable

Until 100 years old of insured person

R1

Applicable for " Conservative" Type and above

RMB

Beijing, Shanghai

CITIC-Prudential
ChuanFuWeiLai
Whole Life Insurance
(Participation) (Distributed)

Life
Insurance

CITIC-Prudential Life

Not Applicable

Not Applicable

Whole Life

R1

Applicable for " Conservative" Type and above

RMB

Beijing, Shanghai

Disclaimers:

  • Branches and sub-branches of UBS (China) Co.,Ltd are acting as insurance agents for the insurance company and only distributing insurance products. The insurance products are issued and managed by the insurance company itself only. UBS (China) Co.,Ltd. (including its branches and sub-branches) is not responsible for any matters relating to investment, fulfillment, risk management, policy acceptance, redemption, cancelation or policy claims, nor shall assume any related liabilities.
  • The insurance company is the insurance issuer of the insurance products and is solely responsible for all insurance and compensation related matters. For detailed features and terms of the insurance products mentioned in this leaflet, please refer to the insurance policy and insurance contract issued by the insurance company.