Asset Master: Plan Summary (In PHP)

Asset Master
Policyowner / Insured:
DENNIS CARBONELL, Age 40, Male
Dear DENNIS,
Thank you for choosing Asset Master, a single-pay, investment-linked insurance plan that will help you create a lasting
legacy for the coming generations. With a one-time payment, you can start building a global portfolio of investments.
Plan Summary (in PHP)

Your One-Time Investment PHP 200,000.00
Guaranteed Insurance Coverage PHP 250,000.00
Living Benefit on the 10th policy year*
Assumed fund growth rate of 4.00% PHP 285,786
Assumed fund growth rate of 4.25% PHP 292,740
Assumed fund growth rate of 10.00 PHP 500,301
*The rates of return shown above, which are approved by the Insurance Commission, are for illustration purposes and
they do not guarantee future performance. The actual return may differ based on actual market performance on
valuation date.
Your Plan Benefits
1 Build your legacy
Get guaranteed life insurance of at least 125% of your one-time payment when no partial withdrawals
are made from your account.
Choose how you want to build your legacy with a wide variety of investment funds that give
you unparalleled control over your investments and are tailor-fitted to your risk profile
Build a truly diverse global portfolio with the AXA investment funds
This is not a deposit product. Earnings are not assured and principal amount invested is
exposed to risk of loss. This product cannot be sold to you unless its benefits and risks have
been thoroughly explained. If you do not fully understand this product, do not purchase or
invest in it.
Asset Master
DENNIS CARBONELL, 40, Male
2 Maximize your investment
Get a guaranteed boost by investing for the long term. Plus, enjoy reduced fees when you invest more.
Tier 1 Tier 2 Tier 3

Php100,000 / Php1,000,000 / Php5,000,000 /
Minimum investment
US$2,000 US$20,000 US$100,000
Guaranteed loyalty bonus 2% of the average 2% of the average 3% of the average

account value for the account value for the account value for
(paid every 10th and 20th year)
last 5 years last 5 years the last 5 years
5% of the single 3.5% of the single 0% of the single
Premium charge
premium premium premium
In just one product, you can have unparalleled control over your investments to help you make sure that your family
continues on living well.
The succeeding pages of this proposal provide more details on the benefits and features of Asset Master. If you have
questions, please call me at the number specified below, or call the AXA Philippines Customer Care Hotline at (02)
85815-292.
DE VERA, JOYLIN PAULA MENDOZA

43237
32886
639175055194
Created on: 11/07/2020 Date Printed: 11/7/2020 07:58:54 PM

2 of 15 Expiry Date: 01/06/2021 Version Number: 6.0.5
Date for Next Insurance Age: 04/27/2021 Plan Code: SPG1 / Rider Code: N/A
Asset Master
Product Highlights
Asset Master is a single-pay variable life insurance product where the premium, net of the company’s charges, is
invested into your choice of funds. The minimum Death Benefit on day 1 is PHP 250,000.00. The
minimum Death Benefit for any policy year is equal to 125% of Single Premium less 125% of each partial
withdrawal, if any, subject to the limitations provided in Note 17 of this proposal. Only the minimum Death Benefit
is guaranteed. The rest of the benefits, namely the partial and full withdrawal values and the actual Death Benefit
at time of death, all depend on the investment experience of the separate fund/s under your Policy. The Death
Benefit is the higher amount between the Account Value and minimum Death Benefit.
Basic Plan and Riders Cover up Sum Insured Premium

to Age (PHP) (PHP)
Basic
Asset Master 100 250,000.00 200,000.00
MAIN FUND ASSET

RISK
FUND NAME/FUND OBJECTIVE UNDERLYING MANAGER / MANAGEMENT ALLOCATION
CLASS
ASSET CUSTODIAN CHARGE
Philippine Wealth Bond Fund
This Bond Fund is an actively managed fixed Metrobank
income fund that seeks to capitalize on Trust Banking
capital and income growth through Bond 2.00% 30%
Low Group/Citibank
investments in interest-bearing securities N.A.
issued by the Philippine Government and
money market instruments issued by banks.
Philippine Wealth Balanced Fund

This Balanced Fund is designed to achieve
long-term growth through both interest
income and capital gains with an emphasis Metrobank
Medium
on providing a modest level of risk. It seeks Trust Banking
to manage risk by diversifying asset classes Multi-Asset 2.00% 0%
Group/Citibank
and industry groups through investment in N.A.
bonds issued by the Philippine government
and equities issued by Philippine
corporations comprising the Philippine Stock
Exchange Index.
AXA Target Date Fund 2030

These funds use (1) long term risk and return
assumptions and (2) estimates of the average
client’s risk aversion. As the fund moves
Medium
closer to the target date, the fund will Metrobank
rebalance the portfolio to reflect the Multi-Asset Trust Banking 2.25% 0%
changing needs and priorities of the average Group / HSBC
client. The fund will prioritize growth assets
early on in the fund’s life and will move
closer to a balanced portfolio with more
conservative investments as it nears the
target date.

Asset Master

Medium
target date.

Medium
target date.

Medium
target date.
Philippine Wealth Equity Fund

This Equity Fund seeks to achieve long-term
growth of capital by investing mainly in Metrobank
equities of Philippine corporations Trust Banking
Equity High 2.00% 40%
comprising the Philippine Stock Exchange Group/Citibank
Index. The fund aims to provide access to a N.A.
diversified portfolio of equities from different
industries.
Spanish American Legacy Fund

This equity fund aims to achieve medium to
long term growth through capital gains and Metrobank
dividends by investing in equities that will Trust Banking
provide access to a management themed- Group/Citibank
portfolio through strategic investments in N.A.
Philippine companies from different
industries with Spanish/American heritage.
Opportunity Fund
This equity fund aims to achieve long term Metrobank
growth through capital gains and dividends Trust Banking
Equity 2.50% 0%
by investing in a diversified portfolio of Group/Citibank
High N.A.
equities of Philippine corporations from
different industries.

Asset Master
Chinese Tycoon Fund

This equity fund aims to achieve medium to Metrobank
long term growth through capital gains and Trust Banking
dividends by investing in equities that will Group/ Citibank
provide access to a management themed- N.A./
portfolio reflective of the Chinese-Filipino PineBridge
entrepreneurial spirit through strategic Investments
investments in Philippine companies from
different industries.

Asset Master
Key Risks
The value of the funds (and your policy benefits) may go up or down depending on market conditions. As
an investment-linked insurance product, you should understand that the product is subject to certain
risks, such as, but not limited to investment, credit, currency, interest rate, liquidity, mark-to-
market, regulatory and taxation risks which could affect the account or fund value of the whole
policy.
Fees and Charges

This product is subject to fees and charges such as a one-time Premium Charge of 5%, Asset
Management Charge as shown in the previous page, Cost of Insurance, which increases with age
and is deducted monthly from the illustrated values, and Surrender Charges of 8%, 4%, 2% and 2% for
the first 4 years. Refer to Note 6 on page 9 for the details of the fees
Valuation
All funds are valued daily or weekly and may be set from time to time. Prices are published in major
newspapers weekly and updated regularly in our website www.axa.com.ph. You can also visit the
customer portal to view fund performance. You may refer to the table below for the Historical Fund
Performance.
Surrender
You may surrender or withdraw (partial or full) from your Policy anytime subject to surrender charges
depending on when the surrender transaction occurs. The surrender charge is equal to the amount
withdrawn multiplied by a surrender factor of 8%, 4%, 2% and 2% for the 1st to 4th years.
It is important that you fully understand the features, benefits and accompanying risks of this product.
Should you need further information, you may contact your Financial Executive or call AXA
Philippines Customer Care Hotline at Tel. No. (02) 85815-292.

Asset Master
Historical Fund Performance (as of January 31, 2020)

Year-to-Date Returns Average Annualized
Annualized Annualized
PHP Fund Name Return for Return Returns
(LaunchDate) 31-Dec- 31-Dec- 31-Dec- 31-Dec- 31-Dec- 31-Dec- 31-Dec- 31-Dec- 31-Dec- 31-Dec- the last 3 (since fund 1 Year 3 Year 5 Year
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 years inception) Intervals Intervals Intervals
Philippine Wealth Bond

Fund 1.06% 4.23% 3.80% 2.95% 1.71% -2.27% 0.10% -1.49% -4.76% 16.52% 4.50% 4.32% 14.92% 4.50% 2.36%
(9/9/2004)
Philippine Wealth
Balanced Fund -18.50% 23.88% 12.92% 3.84% 7.55% -3.51% -2.19% 9.66% -9.18% 10.40% -1.81% 6.12% -5.53% -1.81% -1.77%
(9/9/2004)
Philippine Wealth Equity
Fund -47.57% 1.12% 31.91% 2.91% 22.68% -3.85% -3.42% 24.47% -13.68% 4.55% -9.72% 8.34% -27.90% -9.72% -6.46%
(4/6/2006)
Opportunity Fund
N/A 0.79% 31.05% 2.34% 25.74% -4.23% -4.40% 23.58% -13.50% 4.12% -10.30% 7.50% -29.13% -10.30% -7.03%
(8/27/2009)
Chinese Tycoon Fund
N/A N/A 34.45% 4.93% 24.64% 0.50% -1.31% 25.37% -13.21% 6.11% -9.22% 4.75% -29.13% -9.22% -5.55%
(12/1/2011)
Spanish American Legacy
Fund N/A N/A 19.52% -4.61% 16.54% -6.35% -5.62% 22.09% -9.75% -0.62% -9.91% -0.03% -28.91% -9.91% -6.78%
(12/1/2011)
Philippine Peso Liquidity
Fund N/A 2.93% 2.26% 1.05% 0.33% 0.61% 1.11% 1.07% 2.47% 3.64% 2.49% 2.02% 2.84% 2.49% 1.88%
(5/8/2008)
AXA Target Date Fund
2030 N/A N/A N/A N/A N/A N/A N/A N/A 10.28% 6.07% N/A -8.93% -4.63% N/A N/A
(6/5/2017)
2035 N/A N/A N/A N/A N/A N/A N/A N/A 11.51% 5.61% N/A -10.10% -5.73% N/A N/A
(6/5/2017)
2040 N/A N/A N/A N/A N/A N/A N/A N/A -11.74% 5.33% N/A -10.86% -6.34% N/A N/A
(6/5/2017)
2045 N/A N/A N/A N/A N/A N/A N/A N/A -11.95% 5.14% N/A -11.28% -6.78% N/A N/A
(6/5/2017)

Asset Master
1. The Fund figures reflected above are not indicative of future performance. You should be aware that the price of units
per share and the potential income from them may go up or down depending on market conditions and thus, are not
guaranteed.
2. Average Annualized Performance for 1 Year, 3 Year and 5 Year intervals shown in the tables above represent the
indicated Fund’s Average Annualized Performance using ANY 1 Year Interval, 3 Year Interval and 5 Year Interval,
respectively since inception of the funds.
3. The figures are exclusive of charges which will vary depending on the AXA Product where this fund will be used.
4. Additional fund management charges may be deducted from certain funds. Please refer to the individual Fund Fact
Sheets available at www.axa.com.ph for more details.
5. Fund prices are published every Tuesday in the Business Section of the Philippine Star. Fund prices are also updated
daily in our website www.axa.com.ph. You can also visit the customer portal to view fund performance.
Certified true and correct:
Ronaldo C. San Jose

Chief Financial Officer

Asset Master
Illustration of Benefits
End of Annual Charges 4.00% Rate of Return 4.25% Rate of Return 10.00% Rate of Return
Total Single
Policy (Based on 4.00%
Basic Premium Living Benefit Death Benefit Living Benefit Death Benefit Living Benefit Death Benefit
Year Rate of Return)
1 200,000 10,093 197,505 250,000 197,980 250,000 208,911 250,000
2 200,000 86 205,318 250,000 206,308 250,000 229,743 250,000
3 200,000 77 213,452 250,000 215,000 250,000 252,697 252,697
4 200,000 66 221,923 250,000 224,074 250,000 277,967 277,967
5 200,000 52 230,746 250,000 233,549 250,000 305,764 305,764
10 200,000 0 285,786 285,786 292,740 292,740 500,301 500,301
15 200,000 0 347,702 347,702 360,465 360,465 805,740 805,740
20 200,000 0 430,729 430,729 451,885 451,885 1,318,379 1,318,379
25 200,000 0 524,047 524,047 556,428 556,428 2,123,262 2,123,262
30 200,000 0 637,583 637,583 685,155 685,155 3,419,535 3,419,535
35 200,000 0 775,718 775,718 843,663 843,663 5,507,196 5,507,196
40 200,000 0 943,779 943,779 1,038,842 1,038,842 8,869,394 8,869,394
45 200,000 0 1,148,252 1,148,252 1,279,175 1,279,175 14,284,247 14,284,247
50 200,000 0 1,397,024 1,397,024 1,575,108 1,575,108 23,004,922 23,004,922
55 200,000 0 1,699,693 1,699,693 1,939,503 1,939,503 37,049,658 37,049,658
60 200,000 0 2,067,937 2,067,937 2,388,201 2,388,201 59,668,844 59,668,844
The rates of return shown above, which are approved by the Insurance Commission, are for
illustration purposes only nor they guarantee future performance. These return figures do not
represent expected returns. The actual return may differ. You may refer to the Historical Fund
Performance to check the past performance of AXA Funds.
Current rates are derived as follows:
1. Other funds: historical experience of the fund/s in the past three (3) years; and
2. If you have chosen multiple funds, the current rate illustrated is the average rate based on the weight of your
selected fund
Notes
1. This illustration shall form part of the insurance contract once the Policy is issued.
2. These funds and corresponding illustrations are only valid in connection with AXA products solely distributed
within the Philippines.
3. All payments and benefits shown are in Philippine pesos. Payments are acceptable in Philippine pesos only.
4. The values in the illustration of benefits table are based on the projected performance of your chosen fund/s. Since
the fund performance may vary, the values of your units are not guaranteed and will depend on the actual
investment performance at that given period. The projected returns, which are approved by the Insurance
Commission, on investments are based on assumed annual rates of 4%, current interest rates as explained above,
and 10%. These rates are for illustration purposes only and do not represent maximum or minimum return on your
fund.
5. The figures of the Living Benefits include premium deductions for the attached Supplement/s in this proposal.
6. The illustrated values are NET of:
a. One-time Premium Charge of 5% of the single premium;
b. Cost of Insurance (COI) that is deducted monthly by the company to cover the cost of insuring
customers. The COI will depend on two factors that may be re-adjusted from time to time:
(i.) The amount-at-risk or the difference between the death benefit and the account value; and
(ii.)An individual’s risk rate or level of risk depending on multiple factors such as age, gender, and

Asset Master
health, among others.

c. An additional Rider Premium shall be deducted from the account value of the policy if applicable.
d. Asset Management Charge depending on the chosen fund/s, as shown in the Product Highlights page,
plus VAT and any additional expenses or charges related to the chosen Investment Fund/s.
7. The illustrated benefits assume that no withdrawals are made and the current scale of charges remains unchanged.
8. The illustrated values are still subject to a Surrender Charge for withdrawals (partial or full) up to the 4th policy
year. The Surrender Charge is equal to the amount withdrawn multiplied by a surrender factor of 8% / 4% / 2% /
2% for the first to fourth years, respectively. Your policy may also terminate in the event that the available fund
values are no longer sufficient to cover for the applicable policy charges. In this case, you may reinstate your policy
within three years for as long as the policy’s fund value has not been fully withdrawn, the reinstatement documents
have been submitted, and the necessary charges fully paid.
9. A guaranteed Loyalty Bonus, credited on the 10th and 20th policy years is included in the illustration. The bonus
is estimated to be 2% of the average of the month-end Account Values over the last 60 months.
10. The proposed policy charges used in the illustration summary for proposals on a Guaranteed Issue Basis are based
on the standard risk class without taking into account your own circumstances (e.g. occupation).
11. The company reserves the right to adjust any charges in the plan subject to prior approval of the Insurance
Commission.
12. Any withdrawals from the Living Benefit will correspondingly reduce the Death Benefit payable.
13. The investment gains/risks associated with this product are solely to your account.
14. If after purchasing this plan, you realize that it does not fit your financial needs, you may return the policy to AXA
Philippines within 15 days from the time you receive your policy. AXA Philippines will return to you the Living
Benefit and all initial charges.
15. Top-ups are not allowed under this product.
16. Investment in the funds does not provide guaranteed returns even if invested in Government Securities and High-
Grade Prime Investment Outlets. Your principal and earnings from investment in the fund can be lost in whole or
in part when the NAVPU at the time of redemption is lower than the NAVPU at the time of contribution. Gains
from investment is realized when the NAVPU at the time of redemption is higher than the NAVPU at the time of
contribution.
a. Market/Price Risk - The risk of a decline in the value of a security or a portfolio. There is a possibility that
an investor will experience losses due to changes in market prices of securities.
b. Interest Rate Risk - The risk that an investment's value will change due to a change in the absolute level
of interest rates, in the spread between two rates, in the shape of the yield curve or in any other interest rate
relationship. There is a possibility that an investor will experience losses due to changes in interest rates.
c. Credit Risk/Default Risk - The risk of loss of principal or loss of a financial reward stemming from a
borrower’s failure to repay a loan or otherwise meet a contractual obligation. This inability of the borrower
to make good on its financial obligations may have resulted from adverse changes in its financial condition,
thus, lowering credit quality of the security, and consequently lowering the price (market/price risk) which
contributes to the difficulty in selling such security. It also includes risk of a counterparty (a party the Fund
Manager trades with) defaulting on a contract to deliver its obligation either in cash or securities.
d. Liquidity Risk - The risk stemming from the lack of marketability of an investment that cannot be bought
or sold (convert back to cash) quickly enough to prevent or minimize a loss.
e. Foreign Exchange Risk - The risk of an investment's value changing due to changes in currency exchange
rates.
f. Reinvestment Risk - The risk associated with the possibility of having lower returns or earnings when
maturing funds or the interest earnings of funds are reinvested.
g. Country Risk - A collection of risks associated with investing in a foreign country. These risks include
political risk, exchange rate risk, economic risk, sovereign risk and transfer risk, which refer to the risks of
capital being locked up or frozen by government action. Country risk varies from one country to the next.
Some countries have high enough risk to discourage much foreign investment.
h. Misselling Risk - The risk that a salesperson misrepresents or misleads an investor about the
characteristics of a product or service.
i. Other Risks - other potential risks not enumerated that might affect trade transactions and value of the
fund.
Asset Master
17. This proposal was generated on a Guaranteed Issue Basis notwithstanding the state of health of the Insured. A
Policy issued on a Guaranteed Issue Basis is subject to the following conditions:
a. If the Insured’s death occurs during the first two (2) years from the Effective Date of the Policy, the Death
Benefit payable shall be as follows:
i. If the Insured’s death is caused by a Covered Injury, the Death Benefit as defined in the Policy shall
be payable
ii.If the Insured’s death is due to causes other than a Covered Injury, AXA Philippines shall pay the
Account Value, Premium Charge and Insurance Charge, notwithstanding any provisions of the
Policy to the contrary.
b. If the Insured’s death occurs after two years from the Effective Date of the Policy, the Death Benefit as
defined in the Policy shall be payable.
A “Covered Injury” is defined as a bodily injury suffered by the Insured which (a) is sustained while the Policy is
inforce, (b) is caused, directly and independently of all other causes, by external, violent and accidental means, and (c)
produces visible contusion or wound on the exterior part of the body (except in the case of drowning or of internal
injury revealed by an autopsy).

Asset Master
DECLARATION AND ACKNOWLEDGMENTS

A. Investment Risk Profile and Portfolio Risk Acknowledgment
I prefer a high growth investment portfolio and the descriptions below match the risk profile of my intended
investment portfolio. I also acknowledge that the recommended fund allocation ranges resulting from my investment
portfolio risk profile is only intended as reference to help me assess my investment portfolio’s risk appetite and
investment objectives.
High Growth Investment Portfolio: A high growth investment portfolio is geared towards higher potential capital
growth but subject to higher level of variability in returns.
• You understand that investing allows for significantly higher returns than savings, but there is a risk that your
investments might yield negative returns and the value of your investments can even be lower than the amount you
invested.
• You understand that diversifying your investments over different equity funds and bond funds reduces the volatility
of the average annual returns on your investments.
• You understand that a market can be volatile and that a longer holding period in general reduces the risk of
negative average annual returns.
• You want to maximize annual returns on your investments even if this means that there is also a chance of
incurring higher negative losses in any given year.
B. Acknowledgement of Risk Portfolio Re-Classification (For Clients Investing in Products with
Different Risks)
I acknowledge that though I am aware of the results of my investment portfolio risk profile assessment, I have
decided to invest instead in another investment fund or a combination of investment funds which falls outside of
the recommended fund allocation ranges indicated by my investment portfolio risk profile.
C. Investment Policy Statement

I acknowledge that my fund allocation represents the Investment Policy of my portfolio. I have carefully read and
understood the investment objective(s) of my selected fund(s) as well as the risk(s) that it(they) bear(s).
D. Acknowledgement of Variability of Variable Life Insurance Plan

I acknowledge that I have applied with AXA Philippines for a Variable Life Policy, and have reviewed the illustration(s)
that shows how a variable life insurance policy performs using AXA Philippines’ assumptions and based on Insurance
Commission’s guidelines on interest rates.
I understand that since the fund performance may vary, the values of my units are not guaranteed and will depend on
the actual performance at that given period and that the value of my Policy could be less than the capital invested. The
unit values of my Variable Life Insurance are periodically published.
I understand that the investment risks under the Policy are to be borne solely by me, as the policyholder.
E. Product Transparency Declaration

I acknowledge that the product has been discussed with and thoroughly explained to me. I understand that:
· I am buying a Variable Life Policy;
· I understand that the proposal was generated on a Guaranteed Issue Basis and the conditions applicable to
policies issued on a Guaranteed Issue Basis has been thoroughly discussed with me.
· The principal and earnings are not guaranteed and the unit price may go up or down depending on the
performance of the separate funds;
· The funds will be invested in Equities and/or Bonds or a combination thereof, and will be subject to changes in
market conditions;
· The available funds and the risks that they bear have been thoroughly discussed with me, and I have made my Fund
Allocation decision based on my own judgment of and tolerance for these risks; and
· This product is appropriate for a long-term investment horizon.
F. Data Privacy
Any of my/our personal information collected or held by AXA Philippines (whether contained in the application/s or
otherwise), may be used in connection with matching for whatever purpose with such other personal information

Asset Master
and/or may be used, stored, disclosed, transferred (whether within or outside the Philippines) to such persons as AXA
Philippines may consider necessary, including without limitation but not limited to any of its affiliated or related
companies, or any individuals/organizations/corporations/entities associated with AXA Philippines:
a. to process and deal with my application/policy;
b. to provide all services related to my application/policy, to promote other products/services by AXA
Philippines and its affiliated or related companies/entities, and to process my information for product
development and for marketing purposes;
c. to communicate with me for any purpose and/or to comply with the laws of any applicable jurisdiction.

Asset Master
I/We understand that AXA shall use my/our personal information to evaluate and assess my/our application and need
for life insurance and investments, to service any of my/our policies and needs including the evaluation of any future
claims and for communication of their marketing and/or commercial campaigns. I/We also authorize AXA to disclose
to any person or entities providing services on AXA’s behalf consistent with the purpose for which the information was
obtained.
These declarations and acknowledgments are made with

CONFORME: the knowledge of the AXA representative whose signature
appears below:
Applicant/Policy Owner Date Financial Advisor/Financial Date

Signature over Printed Name Executive
Signature over Printed Name
TO BE FILLED UP BY AXA PHILIPPINES

These declarations and acknowledgements are valid for
the following policy/policies with policy number/s:
Disclosure of Conflict of Interest

The Company adopts a Conflict of Interest Policy and undertakes to disclose any material information which gives rise
to actual or potential conflict of interest to our customers. Company likewise takes all reasonable steps to ensure fair
dealings with our customers.
General Disclaimer
All information and opinions provided are of a general nature and for information purposes only. The information and
any options herein are based upon sources believed to be reliable. AXA Philippines, its officers and directors make no
representations or warranty, expressed or implied, with respect to the correctness, completeness of the information and
opinions in this document. Investment or participation in the Fund(s) is subject to risk and possible loss of principal.
Please carefully read the policy and endorsements and consider the investment objectives, risks, charges and expenses
before investing. You should seek professional advice from your financial, tax, accounting or legal consultant before
making an investment. Past performance is not indicative of future performance.
THIS FINANCIAL PRODUCT OF AXA PHILIPPINES IS NOT INSURED BY THE PHILIPPINE

DEPOSIT INSURANCE CORPORATION (PDIC) AND IS NOT GUARANTEED BY METROBANK
NOR PSBANK.

Reference Number: 32886-202011070756-2-02
FINANCIAL UNDERSTANDING SUMMARY
Dear DENNIS,
Thank you for providing us with relevant information with regards to your financial
needs.
Based on your current financial situation, which includes, among others, your personal
monthly gross income of 200,000.00, and after taking into consideration your
objectives, risk profile and priorities, you have selected Asset Master GIO for your
Wealth Management need.
The details of your insurance coverage and your insurance premium are summarized in
your Asset Master GIO sales illustration.
DE VERA, JOYLIN PAULA MENDOZA

43237
32886
639175055194
This document is not intended to be a part of the sales illustration of your application form. This is a
summary of the financial needs that you have provided during assessment by your distributor.

Asset Master: Plan Summary (In PHP)

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Asset Master

Plan Summary (in PHP)

Your Plan Benefits

1 Build your legacy

2 Maximize your investment

Tier 1 Tier 2 Tier 3

Guaranteed loyalty bonus 2% of the average 2% of the average 3% of the average

DE VERA, JOYLIN PAULA MENDOZA

Created on: 11/07/2020 Date Printed: 11/7/2020 07:58:54 PM

Basic Plan and Riders Cover up Sum Insured Premium

MAIN FUND ASSET

Philippine Wealth Balanced Fund

AXA Target Date Fund 2030

Created on: 11/07/2020 Date Printed: 11/7/2020 07:58:54 PM

AXA Target Date Fund 2035

AXA Target Date Fund 2040

AXA Target Date Fund 2045

Philippine Wealth Equity Fund

Spanish American Legacy Fund

Created on: 11/07/2020 Date Printed: 11/7/2020 07:58:54 PM

Chinese Tycoon Fund

Created on: 11/07/2020 Date Printed: 11/7/2020 07:58:55 PM

Fees and Charges

Created on: 11/07/2020 Date Printed: 11/7/2020 07:58:55 PM

Historical Fund Performance (as of January 31, 2020)

Philippine Wealth Bond

Created on: 11/07/2020 Date Printed: 11/7/2020 07:58:55 PM

Certified true and correct:

Ronaldo C. San Jose

Created on: 11/07/2020 Date Printed: 11/7/2020 07:58:55 PM

Created on: 11/07/2020 Date Printed: 11/7/2020 07:58:55 PM

health, among others.

Created on: 11/07/2020 Date Printed: 11/7/2020 07:58:55 PM

DECLARATION AND ACKNOWLEDGMENTS

C. Investment Policy Statement

D. Acknowledgement of Variability of Variable Life Insurance Plan

E. Product Transparency Declaration

Created on: 11/07/2020 Date Printed: 11/7/2020 07:58:55 PM

Created on: 11/07/2020 Date Printed: 11/7/2020 07:58:55 PM

These declarations and acknowledgments are made with

Applicant/Policy Owner Date Financial Advisor/Financial Date

TO BE FILLED UP BY AXA PHILIPPINES

Disclosure of Conflict of Interest

THIS FINANCIAL PRODUCT OF AXA PHILIPPINES IS NOT INSURED BY THE PHILIPPINE

Created on: 11/07/2020 Date Printed: 11/7/2020 07:58:55 PM

FINANCIAL UNDERSTANDING SUMMARY

DE VERA, JOYLIN PAULA MENDOZA

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