Systematic Pension PLan - NEW

What is a maximum %age of equity exposure in Systamatic Pension Plan ?

• 25%

• 45%

• 50%

What is a minimum assured returns in Systamatic Pension Plan  ?

• 3%

• 4%

• 5%

In Systamatic Pension Plan on vesting how much can customer commute tax free ?

• 60%

• 33.3%

• 40%

Which are the avilable premium payment terms avilable in Systamatic Pension Plan ?

• 2,3 & 4

• 2 to 12

• 5 to 12

What is the %age of Partial withdrawals allowed in Systamatic Pension Plan ?

• 50%

• 35%

• 25%

Which of the following is not a expectation of a HNI Customer?

• Higher ROI Tax PPT

• Tax Efficient Return

• Short PPT

• Advance Income

What is the Minimum policy term avilable under SPP under Yes Bank Channel?

• 25 Years

• 20 Years

• 15 Years

Mr Kumar a 50 year old professional wants to provide secondary income to
his daughter for life time, is this possible with Systamatic Pension Plan ?

• Yes, as entry age is as low as 18 Years

• No, as pan could be given to age beyond 40 Years

• No, as father can't be the payor for daughter's policy

How is systematic pesion plan is better then fixed income instruments ?

• High IRR of 6.5%

• Tax Free Return

• Equity Upside and Assured Returns of 4%

Which of the following makes SPP a win win preposition for RMs?

• 24 hour issuance

• Ease of Selling

• Marx as high as 45%

• All of the above