PROTECTING YOUR
WEALTH AND FAMILY

Your most valuable asset is not your wealth. It’s the ability to keep your 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.
 
Growing your wealth and improving your lot in life is not just about making more money. It is also about taking care of your family, ensuring a bright future and leaving a legacy. Legacy planning helps you discover ways to manage your time, talent and money to create a lasting impression on those you love and the causes you believe in. With life insurance, you can potentially leave your loved ones a nest egg or an income stream many times greater than its original value without compromising your lifestyle requirements.


Solutions for your needs

Recommended solutions Core benefits
SunInvest Lets you enjoy insurance protection while growing your wealth.
  • The best of both insurance protection and investment up to the age of 99
  • Creditor protection of assets for business and peace of mind for the individual’s loved ones
For more information, please click here
SunLink (with Medical Card)

Ideal for those who want both comprehensive protection and potential investment returns

  • Extra financial security with customised riders such as Hospitalisation and Surgical (includes cashless medical card), Multiple Pay Critical Illness,  Accidental Death, Weekly Disability Income and Waiver of Premium
  • Invest in your desired funds
  • Flexibility for top-up, fund switching and partial withdrawal
Sun EduSmart

A unique non-participating endowment plan that provides:

  • Education reward
  • Education Booster Fund (EBF)
  • Guaranteed Maturity Benefit
  • Life Insurance Benefit (Life Assured – Child)
  • Policy owner Waiver of Premium (Parent/Legal Guardian)
  • Additional Tax Relief
For more information, please click here
Sun SaveAssured           This is the ideal protection policy that lets you plan for your future today.
  • Guaranteed 100% refund of total premium payable upon policy maturity
  • Guaranteed returns of up to 78% of premium payable
For more information, please click here
Wasiat
  • Minimises administrative delays of obtaining probate
  • Appoints administrators to manage and distribute estates, and appoints guardians for young children
Wills Online/Wasiat Dalam Talian
  • Offers you the convenience of an online sign-up via CIMB Clicks
  • Provides you with a cheaper will and wasiat writing service as compared to engaging a will writer
Hibah Harta With Trust
  • Helps you avoid asset freezing and probate delays
  • Provides liquidity to family members in the event of sudden death
  • Lets you plan for a staggered distribution to beneficiaries

Explore more financial solutions in 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 CIMB Preferred Call Centre, visit us at a branch nearest to you, or write to us to schedule an appointment.

The information on this website is intended to be general information only and should not be taken as containing any advice or recommendation nor should it be interpreted as an offer to sell, solicit an offer to purchase or subscribe for any investment, insurance plan or any other product(s). It does not take into account the specific investment objectives, financial situation or particular needs of any person. You are advised to read the specific product terms and conditions, and obtain your own independent legal and financial advice before making a commitment to purchase the product. All facts and figures are correct at time of publication. The Bank shall not be held liable, for any loss, costs, expenses, damages, claims, actions and/or proceedings of any kind whatsoever suffered by you or any other persons of whatsoever nature and howsoever caused, directly or indirectly, for any decisions made by you or any other persons on their finances, investments or anything whatsoever.

Terms and conditions apply to all products and services.

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