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    Account Statement 20240716031347 20113142

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    Yamuna D R

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    © All Rights Reserved
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    Account Statement 20240716031347 20113142

    Uploaded by

    Yamuna D R
    12 views2 pages

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    Account_statement_20240716031347_20113142

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    12 views2 pages

    Account Statement 20240716031347 20113142

    Uploaded by

    Yamuna D R

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 2

    ACCOUNT STATEMENT

    IN THIS PLAN, THE INVESTMENT RISK IN THE INVESTMENT PORTFOLIO IS BORNE BY THE POLICYHOLDER.
    Linked Insurance products do not offer any liquidity during the first five years of the contract. The policyholders will not be able to
    surrender/withdraw the monies invested in Linked Insurance Products completely or partially till the end of fifth year

    MR H H Dhananjaya Plan Name AFLI SUPER CASH PLAN


    (135L053V03)
    No 246 P H Halli Regular Primium 150000.00
    Nidsale Kunigal Premium payment frequency YEARLY
    Huliyurudurga Hobli Policy owner MR H H Dhananjaya
    Karnataka
    572123 Insured person MR JAYANTH GOWDA H D

    Tel No.: Nominee


    9845163557

    Plan commencement date October 19, 2023


    Your Client ID is 80337429 Your policy number is 20113142 July 16, 2024

    SUMMARY OF YOUR POLICY


    Investment Account
    Fund Name Current Unit Balance NAV as at July 12, 2024 Current fund value

    MIDCAP FUND ULIF04111/01/08EQOPP135 2627.93775 Rs 97.31500 Rs 254,909.21

    Total Fund Value Rs 254,909.21

    Guaranteed Loyalty Additions


    Date Fund Name Units NAV( in RS) Fund Value( in RS)

    Insurance account
    Benefit type Sum assured Effective date Expiry date
    AFLI SUPER CASH PLAN V3 - PRIME Rs 1500000.00 October 19, 2023 October 19, 2033

    KEY INFORMATION
    PREMIUM INFORMATION DETAILS Your next regualr premium due date: October 01, 2024
    Total Regular premium paid (a): Rs150000.00
    Your premium due till: October 01, 2027
    Total top-up premium paid (b) Rs 0
    CONTACT US AT:
    Total premium allocation charges (c): Rs 600.00
    Service tax on premium allocation charge (d): Rs 0 Contact details
    GST on premium allocation charge (e): Rs 1368.00 AGEAS Federal Life Insurance Co Ltd
    IRDAI Registration Number: 135 | Corporate Identity Number (CIN)
    Cess (f): Rs 0 U66010MH2007PLC167164
    Rs 148032.00 Regd Office : 22nd Floor, A Wing, Marathon Futurex, N M Joshi
    Gross Invested Amount (g=a+b-c-d-e):
    Marg, Lower Parel (East), Mumbai 400 013, Maharashtra, India.
    Amount of charges deducted by cancellation of Website: www.ageasfederal.com | E-mail: [email protected]
    Total mortality charges (h): Rs 2414.49 Toll-free number: 18002090502 (Monday to Saturday; 8 am to 8 pm)

    Total optional rider benefit charges (i): Rs 0


    Local contact details
    Annual policy administration charge (j) Rs 6000.00 SHIVA SADAN SITE NO 4 NEW NO54
    1ST FLOOR 9TH, MAIN ROAD
    Total other charges (k):* Rs 0
    5TH BLOCK JAYANAGAR
    Total partial withdrawals (l): Rs 0.00
    KARNATAKA
    Total service tax (m): ** Rs 0 BANGALORE -560041
    KARNATAKA
    Total Goods and Services Tax(n): ** Rs 1514.66
    Tel No.:
    Total cess (o):*** Rs 0
    Net Invested amount (g-h-i-j-k-l-m-n-o): Rs 138102.85

    Current value of Investment: Rs254,909.21

    YOUR PRESENT PREMIUM REDIRECTION DETAILS


    (for future regular premiums and top-up premiums)

    100.00 % MIDCAP FUND ULIF04111/01/08EQOPP135

    Service tax registration number: - AABCI6227MST001


    Service tax details: Category of service: Life Insurance Service.
    NOTE: All the monetary values are in Indian Rupees.
    Total premium allocation charges include regular premium allocation charges. Total other charges include switching, partial withdrawal,
    surrender and other charges as applicable to your policy.
    * Total cess includes Swachh Bharat Cess and Krishi Kalyan Cess. The service tax and cess are subject to change as per applicable laws.
    “This is computer generated statement, hence does not require signature”.

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