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.

Product name

Product name

Product Type

Product Type

Product Issuer

Product Issuer

Product Sub-Type

Product Sub-Type

Public Product/
Private Prodcut

Public Product/
Private Prodcut

Tenor

Tenor

Risk Rating

Risk Rating

Suitable
Investor

Suitable
Investor

Currency

Currency

Location

Location

Product name

AIA ZengLiBa Whole Life Insurance (Universal)(Distributed)

Product Type

Life Insurance

Product Issuer

AIA Life

Product Sub-Type

Not Applicable

Public Product/
Private Prodcut

Not Applicable

Tenor

Whole Life

Risk Rating

R1

Suitable
Investor

Applicable for " Conservative" Type and above

Currency

RMB

Location

Beijing, Shanghai

Product name

AIA YongFengBao C Annuity Insurance (Participation)(Distributed)

Product Type

Annuity Insurance

Product Issuer

AIA Life

Product Sub-Type

Not Applicable

Public Product/
Private Prodcut

Not Applicable

Tenor

Until 88 years old of insured person

Risk Rating

R1

Suitable
Investor

Applicable for " Conservative" Type and above

Currency

RMB

Location

Beijing, Shanghai

Product name

CITIC-Prudential XingFuWeiLai Annuity Plan B (Distributed)

Product Type

Annuity Insurance

Product Issuer

CITIC-Prudential Life

Product Sub-Type

Not Applicable

Public Product/
Private Prodcut

Not Applicable

Tenor

Until 100 years old of insured person

Risk Rating

R1

Suitable
Investor

Applicable for " Conservative" Type and above

Currency

RMB

Location

Beijing, Shanghai

Product name

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

Product Type

Annuity Insurance

Product Issuer

CITIC-Prudential Life

Product Sub-Type

Not Applicable

Public Product/
Private Prodcut

Not Applicable

Tenor

Until 100 years old of insured person

Risk Rating

R1

Suitable
Investor

Applicable for " Conservative" Type and above

Currency

RMB

Location

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.