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

MRS SHARADA VIJAYAKUMAR Plan Name AGEAS FEDERAL LIFE INSURANCE SMART GROWTH PLAN
(135L053V03)
S B VIJAY KUMAR LATE 113/12 Regular Primium 100000.00
1ST CROSS NEAR NANJAPPA CIRCLE Premium payment frequency YEARLY
Policy owner MRS SHARADA VIJAYAKUMAR
Karnataka
560097 Insured person MRS S B VARSHIKA

Tel No.: 9972752764 Nominee

7022263965

Plan commencement date March 16, 2023

Your Client ID is 80039929 Your policy number is 20078018 February 14, 2024

SUMMARY OF YOUR POLICY

Investment Account
Fund Name Current Unit Balance NAV as at February 13, 2024 Current fund value

Equity Growth ULIF04111/01/08EQOPP135 1126.06453 Rs 52.72350 Rs 59,370.06

Midcap ULIF06824/11/09MIDCAP135 949.44890 Rs 78.92900 Rs 74,939.05

Total Fund Value Rs 134,309.12

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 SMART GROWTH V3 - PRIME Rs 1000000.00 March 16, 2023 March 16, 2033

KEY INFORMATION
PREMIUM INFORMATION DETAILS Your next regualr premium due date: March 16, 2024
Total Regular premium paid (a): Rs 100000.00
Your premium due till: March 16, 2027
Total top-up premium paid (b) Rs 0
CONTACT US AT:
Total premium allocation charges (c): Rs 4000.00
Service tax on premium allocation charge (d): Rs 0 Contact details
GST on premium allocation charge (e): Rs 720.00 AGEAS Federal Life Insurance Co Ltd
IRDAI Registration Number: 135 | Corporate Identity Number (CIN)
Cess (f): Rs 0 U66010MH2007PLC167164
Regd Office : 22nd Floor, A Wing, Marathon Futurex, N M Joshi
Gross Invested Amount (g=a+b-c-d-e): Rs 95280.00
Marg, Lower Parel (East), Mumbai 400 013, Maharashtra, India.
Amount of charges deducted by cancellation of Website: www.ageasfederal.com | E-mail: support@ageasfederal.com
 Total mortality charges (h): Rs 504.80 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 3300.00 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 684.88
Tel No.:
Total cess (o):*** Rs 0
Net Invested amount (g-h-i-j-k-l-m-n-o): Rs 90790.32
Current value of Investment: Rs 134,309.12

YOUR PRESENT PREMIUM REDIRECTION DETAILS

(for future regular premiums and top-up premiums)

50.00 % Equity Growth ULIF04111/01/08EQOPP135

50.00 % Midcap ULIF06824/11/09MIDCAP135

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”.