Invest Goal X

An investment-linked policy to accelerate your financial growth so that once you get to your goals, you can take it slow.

Why choose Invest Goal X?

It is designed to help you achieve your financial goals with a minimum premium payment term of 10 years.

Attractive bonuses

Accelerate your investment with Booster Bonus and get rewarded for staying invested with Loyalty Bonus.

Charge-free top-ups

Top-ups are kept charge-free. No lock-in on your top-up monies.

Curated funds and auto-rebalancing

Exclusive opportunity to invest with renowned fund managers and enjoy complimentary auto-rebalancing service to help manage and optimise your portfolio.

Product highlights

Bonus rewards

Get more from your investments with Booster Bonuses when you start your policy. From the 11th year, you’ll get yearly Loyalty Bonuses when you stay invested thereafter.

Top-up, withdraw, pause

You can top-up your policy anytime, take charge-free breaks from paying premiums and withdrawals from the 11th year.

Curated funds with dividend cash-out option¹

Exclusive opportunity to invest with renowned fund managers, providing you access to a wide range of asset classes covering all key markets in the world, including dividend paying funds which allow you to reinvest for growth or withdraw as a source stream of passive income.

Complimentary auto-rebalancing technology

By opting into our auto-rebalancing service, we’ll track and monitor your investment portfolio to make adjustments based on your predefined fund allocation without you lifting a finger.

Stay financially protected

Get death coverage of 105% of your policy value. 

Top queries

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Helpful information

Important notes

Terms and conditions apply. Please refer to the product summary and policy contract for details.

¹ Subject to availability.

This website contains only general information, and does not have any regard to the specific investment objectives, financial situation and the particular needs of any specific person. All insurance applications are subject to FWD’s underwriting and acceptance. This does not constitute an offer to buy or sell an insurance product or service. Please refer to the exact terms and conditions, specific details and exclusions applicable in the policy documents that can be obtained from our authorised product distributor. You may wish to seek advice from a financial adviser representative for a financial needs analysis before purchasing a policy suitable to meet your needs.

FWD Invest Goal X is a regular premium investment-linked plans (ILP) offered by FWD Singapore Pte. Ltd. (Reg. No. 200501737H), which invest in ILP sub-fund(s). Investments in these plans are subject to investment risks including the possible loss of the principal amount invested. The performance of the ILP sub-fund(s) is not guaranteed and the value of the units in the ILP sub-fund(s) and the income accruing to the units, if any, may fall or rise. Past performance is not necessarily indicative of the future performance of the ILP sub-fund(s).

As buying a life insurance policy is a long-term commitment, an early termination of the policy usually involves high costs and the surrender value, if any, that is payable to you may be zero or less than the total premiums paid.

This policy is protected under the Policy Owners’ Protection Scheme which is administered by the Singapore Deposit Insurance Corporation (SDIC). Coverage for your policy is automatic and no further action is required from you. For more information on the types of benefits that are covered under the scheme as well as the limits of coverage, where applicable, please contact us or visit the General Insurance Association of Singapore (GIA)/ Life Insurance Association (LIA) websites (www.gia.org.sg) (www.lia.org.sg) or SDIC websites (www.sdic.org.sg).

This advertisement has not been reviewed by the Monetary Authority of Singapore.

Information is correct as of 17 January 2023.