Sun Save Invest Takaful

Sun Save Invest Takaful, an investment-linked plan (ILP) that is designed for those seeking a short-term contribution commitment with the potential to grow their wealth, while protecting your family and leaving a meaningful legacy.

Benefits & Privileges

Hassle-Free Enrolment
Guaranteed acceptance:
- Age 0–55: Up to RM500,000¹ annualised contribution.
- Age 56–85: Up to RM1,500,000¹ annualised contribution.
Simple enrolment with just a few health questions (above guaranteed acceptance limit):
- Age 0–55: Up to RM1,000,000 annualised contribution.
- Age 56–85: Up to RM3,000,000 annualised contribution.
More Information¹
Coverage on Death / Total and Permanent Disability (TPD)

Enjoy protection coverage of Death / TPD² up to 125%³ of the total contribution paid, less any withdrawals, until age 99 with 3 years payment term.

More Information^{2, 3}
Loyalty Reward

As a reward for staying with us, 8% of annualised contribution will be credited into investment account as a loyalty reward⁴ every 8 contract years, starting from the end of the 8th contract year, until the end of the contract.

More Information⁴
Full Contribution Allocation

Diversify your investments locally and globally with 100% of your contributions—whether regular or single top-ups—fully allocated to your plan, giving you the potential to enjoy investment returns.
Final Benefit

Upon plan maturity, you will receive the higher of the sum covered or the total account value.
Distribution Settlement Option (DSO)

A thoughtful feature designed to support your legacy planning, ensuring your benefits are passed on according to your wishes. You may choose to have the payout made as a lump sum, in staggered payments, or a combination of both, helping to support them in a way that best suits their needs.

In addition, this option allows for special arrangement payouts, providing timely financial support during key life events, so your loved ones can continue moving forward with confidence and peace of mind.

This option is subject to the eligibility criteria outlined in the contract document.

Eligibility & Requirements

(This is a takaful product)

High entry age limit: Up to age 85 years old.
Entry age: Based on the age of your last birthday.

Entry Age	Person Covered	Contract Holder
Minimum	30 days old	18 years old
Maximum	*85 years old	No Limit

*The maximum entry age for the TPD coverage is 74 years old.

Key Downloads

E-Brochure

Important Notes

This product is managed by Sun Life Malaysia Takaful Berhad Registration No. 200501012215 (689263-M) (“Sun Life Malaysia”), a Takaful Operator regulated by Bank Negara Malaysia and registered under the Islamic Financial Services Act 2013.

Sun Life Malaysia Takaful Berhad is a member of Perbadanan Insurans Deposit Malaysia (PIDM). Protection by PIDM on benefits payable from the unit portion of this certificate/policy/contract is subject to limitations. Please refer to PIDM’s Takaful and Insurance Benefits Protection System (TIPS) Brochure or contact Sun Life Malaysia Takaful Berhad or PIDM (visit www.pidm.gov.my).

Disclaimer:

The description of the features and benefits of the takaful product herein is not a contract/certificate of family takaful and is only a brief summary of the takaful product for quick and easy reference. The complete terms and conditions of the takaful product are contained in the Contract/Certificate Document of Sun Life Malaysia Takaful Berhad Registration No. 200501012215 (689263-M), the Takaful Operator.

CIMB Islamic Bank Berhad ("Bank") accepts no responsibility, obligation or liability for this takaful product and the services provided by the Takaful Operator. The Bank merely acts as a distributor for this takaful product.

This takaful product is the Sun Life Malaysia’s product and not a product of the Bank. Therefore this takaful product is not guaranteed by the Bank, its subsidiaries and/or its affiliates and the Takaful Operator shall undertake the full responsibilities, obligations and liabilities in respect of this takaful product.

Terms and Conditions apply.

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Sun Save Invest Takaful

Benefits & Privileges

Hassle-Free Enrolment

Coverage on Death / Total and Permanent Disability (TPD)

Loyalty Reward

Full Contribution Allocation

Final Benefit

Distribution Settlement Option (DSO)

Eligibility & Requirements

Key Downloads

Important Notes

Need More Information?

More Options