Wealth Accumulation Plan

The Wealth Accumulation Plan (WAP) is a lump sum investment solution. You can begin with a minimum investment of USD 30,000, with the flexibility make additional investments over time. WAP enables you to manage your investment portfolio using a diverse selection of funds from Zurich and other renowned global and local asset managers.

Who is it for?

WAP may be suitable for you if:

You've saved up or received a significant one-time payment that you want to invest
WAP offers a wide range of fund options, allowing you to manage a portfolio that aligns with your risk tolerance and investment objectives.

You can handle a certain level of risk for the chance of higher returns
Investing in funds involves some risk, and our expert advisers can help you determine your comfort level with risk and assist in managing your portfolio.

You can remain invested for a minimum of five years
If you're saving for long-term goals like purchasing a home or planning for retirement, then WAP might be a good fit for you.

Who isn’t it for?

WAP may not be suitable for you if:

You're a first-time investor
WAP offers a wide variety of funds, which can be overwhelming for newcomers. Our advisers can assist you in choosing more suitable options.

You aren't ready for funds to lose value
Investment values can go up and down, and if you're not comfortable with the possibility that your investment might sometimes be worth less than what you initially put in, you might want to explore other options.

You prefer to pick individual stocks for your portfolio and trade daily
WAP is not a trading platform, so it doesn't offer the same level of detail or real-time trading capabilities as other platforms.