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OCBC - Allianz Assetlink Optima
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Allianz Assetlink Optima

Wealth Management through Investment with Protection

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Further Information

Related information about Allianz Assetlink Optima

Terms of Submitting Allianz Assetlink Optima

  • Currency: IDR and USD
  • Premium:

    Basic Single Premium:

    • Minimum : IDR 50,000,000/USD 18,000
    • Maximum : IDR 500,000,000/USD 40,000

    Single Top Up Premium:

    • Minimum : IDR 1,000,000/USD 100
    • Maximum : no maximum limit
  • Insured entry age:
    • Death benefit: 18 – 65 years (nearest birthday)
    • Death benefit due to accident: 18 – 64 years (nearest birthday)
  • Policy Holder entry age: minimum 18 years– no maximum limit (nearest birthday)
  • Insurance period:
    • Death benefit: until the Insured reach 100 years
    • Death benefit due to accident: until the Insured reach 65 years

This insurance product is issued by PT FWD Insurance Indonesia ("FWD Insurance") which is referenced by PT Bank OCBC NISP Tbk ("OCBC") to the customers. This product is not a product issued by  OCBC’s so OCBC has no obligations and does not guarantee anything for this Insurance Product. The Insurance Product and Funds attached to this Insurance Product are also not included in the guarantee program of the Republic of Indonesia government (Lembaga Penjamin Simpanan). OCBC is not responsible for any risks for the Insurance Policy issued by FWD Insurance in connection with the insurance product. The use of OCBC’s logo is only a form of cooperation between OCBC and FWD Insurance in offering Insurance Products. FWD Insurance is a life insurance company that is licensed and supervised by the Financial Services Authority (OJK). The premium paid includes Insurance costs and commission fees/service fees for OCBC.


FAQ

Frequently Asked Questions about Allianz Assetlink Optima

How much is the Premium allocation for investment?

Premium allocation for investment 100%

Is a medical examination necessary?

No need medical check up

What benefit attach to this product?

Death benefit, death benefit due to accident, and maturity benefit

How do I pay the insurance Premium?

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

What should I do to submit the insurance claims?

For claims, the customer or the heirs can complete the documents as stated in the Policy, then:

  1. Give it to the Relationship Manager atau cabang OCBC, to be forwarded to PT Asuransi Allianz Life Indonesia, or
  2. Send directly to PT Asuransi Allianz Life Indonesia

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Others Product

Allianz Wealthlink Prestige Life II

  • Efficient Protection
  • Optimum Potential Investment
  • Persistency Bonus Benefit

FWD Fortuna Invest Link

  • Lifetime Protection
  • Simple
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FWD Maxima Invest Link

  • Maximum Protection and Optimal Investment
  • Free of Administration Fee and Acquisition Fee
  • Flexible

GREAT Investlink Protection

  • 100% Investment Allocation
  • Flexibility
  • Loyalty Bonus Benefit

GREAT Protection Link

  • Maximum Protection and Optimal Investment
  • Free of Administration Fee and Acquisition Fee
  • Flexible
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