FWD Treasury Legacy Protection

Secure Solutions to Build the Future for You and Your Family

Preparation of retirement and legacy funds

50% of Sum Assured will be paid if the Insured reach 75 years and the rest will be given when the risk occurs.

Lower premium for higher protection

The higher Sum Assured that you choose, the more affordable the premium will be.

Worry-free to have a high sum assured

Medical check up and financial check up process will be more simple when you choose the higher SumAssured (Min. IDR 5.000.000.000/USD 50,000)

Other Advantages

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Flexible

Premium payment term options in 3 years, 5 years, and 10 years along with IDR and USD currency options.

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Comprehensive Protection

Provide death benefit, terminal illness benefit, living benefit and waiver premium rider (optional).

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Long Term Coverage

Insurance period until the Insured reach 100 years old.

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Partners Insurance Company

PT FWD Insurance Indonesia

    Terms & Conditions

    Interest & Fees

    Facility

    Other Conditions

    Product Information Summary

TAKA Angsuran Tetap Account Opening Requirements

  • KTP and NPWP card for Indonesian citizens
  • KIMS/KITAS/KITAP for Foreigners
  • Have an account with Bank OCBC
  • Make the first deposit equal to the monthly deposit
Reguler Saving Plan
Reguler Saving Plan

Reguler Saving Plan

Taka Interest Rate
Effective November 14th, 2022

Produk Suku Bunga (p.a) s/d 13 Nov 2022 Suku Bunga (p.a) eff. 14 Nov 2022
Pembukaan TAKA Melalui Cabang
TAKA Angsuran Tetap 2.50% 3.75%
Pembukaan TAKA Melalui OCBC mobile / Internet Banking
TAKA Angsuran Tetap 2.50% 3.75%


Tarif dan Biaya
Cabang Online
Tutup rekening sebelum jatuh tempo : Rp100 ribu Tutup rekening sebelum jatuh tempo : Rp100 ribu
Features
Customer Terms Individual
Currency IDR
Monthly Installment Deposit Min IDR100,000
Installment Multiples IDR100,000
Period Minimum 1 year and maximum 10 years (multiple of 6 months)
Target Funds #N/A (target funds are assumptions depending on term, monthly deposit and interest)
Rates Review Fixed 1 year (review rate per year)
Admin Fee No Admin Fee
Closing Costs IDR100,000
Monthly Deposit Late Fee 0.025% x monthly deposit arrears x number of days in arrears (grace period = 0 days)
Auto Close If there is a monthly deposit arrears for 6 consecutive months
Account Closing Before Maturity Through Branch Office (valid for branch opening / in OCBC mobile)
  1. Deposit conditions are autodebit accounts from Relasi Accounts.
  2. The currency of the TAKA account must be the same as the currency in the Relasi Account.
  3. The name of the TAKA account owner must be the same as the relasi account (debit source).

Taka Fix Installment

Taka Fix Installment (Cabang)
Taka Fix Installment (Cabang)

Taka Fix Installment (Cabang)

Taka Fix Installment (Online)
Taka Fix Installment (Online)

Taka Fix Installment (Online)

Tanya OCBC

Medical check up is not necessary but Customer shall provide health declaration at the time of buying the product

  • Death Benefit: 100% Remaining Sum Assured
  • Terminal Illness Benefit: 50% Remaining Sum Assured
  • Living Benefit: 50% Remaining Sum Assured
  • Maturity Benefit: 100% Remaining Sum Assured
  • Waiver Premium Rider(Optional): Waive the remaining premium

The insurance Premium payment will be debited/ deducted from OCBC Customer Account?

Complete the claim documents stated in the Policy, give it to the Relationship Manager of OCBC Branch to be forwarded to PT FWD Insurance Indonesia, or send it directly to the PT FWD Insurance Indonesia

FWD Insurance Indonesia

UP: Claim Individu

Pacific Century Place, Lantai 20 SCBD Lot 10, Jl. Jendral Sudirman Kav. 52-53 Jakarta Selatan 12190

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FWD Treasury Legacy Protection