Monday, July 29, 2013

Unit Linked Insurance Policies

Unit linked insurance policies, popularly known as ULIPs, are life insurance products where life insurance component and investment component are combined in each product. In this type of policies / plans the investment risk is borne by the policyholder. In other words, it is the customer who decides where his money shall be invested.

For each policy there are various investment options like Risk Fund, Balanced Fund, Debt Fund etc. There is a separate set of IRDA Regulations on ULIPs. There are single premium and annual premium ULIPs. Every day Net Asset Value (NAV) is declared for each fund.

In the year 2010 there was some differing legal views about the ULIPs by SEBI (Securities and Exchange Board of India – the market regulator) claiming it to be mutual fund and the IRDA (Insurance Regulatory and Development Authority – the insurance regulator) claiming it to be an insurance product. The matter was settled by declaring it to be insurance by adding an explanatory note to Sec.2 (11) of the insurance Act, 1938. This is referred to in the Post on definition.



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