PROTECTING YOUR
WEALTH AND FAMILY

Your most valuable asset is not your wealth. It’s your ability to keep the wealth secure.

You’ve worked hard to get to where you are today – which is why it makes financial sense to ensure that everything you’ve worked for isn’t at risk. At CIMB Preferred, you can count on our team of experts to create and manage a wealth protection plan that safeguards what is important to you: your loved ones and your wealth.

Solutions for your needs

Recommended solutions Core benefits
Ausransi X-TRA Choice

What is it?
It is a single premium unit link product for your financial freedom.
  • Freedom to choose your sum insured with your chosen basic premium.
  • Freedom to choose your investment strategy according to your risk profile.
  • Freedom to top up your investment fund.
  • Freedom to decide your investment period and investment fund type.
  • Freedom to decide when to withdraw/use your fund value.
Asuransi X-TRA Premier Investa

What is it?
It is a single premium unit link product - innovation for your maximum investment return.
  • Uses High Watermark* concept: to protect your investment fund value through locking the highest unit price during observation period, with innovative fund type; CSL Link Premier.
  • Provide you with a chance to top up your investment fund and use/withdraw your fund value accordingly to your needs.
  • Application without health requirements.
*High Watermark is the highest unit price during observation period.
Asuransi X-TRA Optima

What is it?
It is a single premium unit link product for optimum investment and maximum protection.
  • Freedom to choose your basic premium.
  • Freedom to choose your investment strategy according to your risk profile.
  • Freedom to top up your investment value.
  • Freedom to decide when to withdraw/use your fund value.
  • Provides you with higher return of investment with a lower administration fee.
Fortuna X-TRA
  • Fortuna X-TRA Protection Plan
  • Fortuna X-TRA Executive Plan
  • Fortuna X-TRA Investment Plan
  • Fortuna X-TRA Classic Plan
What is it?
This solution is a front-end loaded insurance product with regular premium which gives full protection and also investment benefit.
Provides you with:
  • Full protection.
  • Life time coverage.
  • No Lapse Guarantee for the first three years.
  • Waived insurance and administrative fees for the first year.
  • An optimal investment option.
  • Flexibility.
Fortuna X-TRA Plus

What is it?
This solution is a regular premium unit link which gives full protection and investment benefits.
Provides you with:
  • An optimal investment option.
  • Flexibility.
  • Added insurance coverage.
  • Full benefits.

Explore more financial solutions with our Daily Banking and Financing Solutions and Regional Banking Solutions.

Speak to us about how we can help you

For assistance, please contact your Relationship Manager, call our Preferred Phone Banking, visit us at a branch nearest to you, or write to us to schedule an appointment.

Foreigners who wish to purchase investment products by CIMB Niaga must possess an Indonesian PR (KITAS). Other Terms and Conditions apply to all products and services.

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