ULIP fund value statement
Sent quarterly with the current fund value of a ULIP policy.
Insuranceutility#ulip#fund-value#statement
Best-practice notes
Do not state returns or project growth — IRDAI prohibits past-performance based claims in ULIP communication.
Preview
Hi Rohit, the fund value of your ULIP policy PL-UL-118822 as of 31 March 2026 is ₹4,82,150. Detailed statement available on the portal.
View statement
Component structure
BODYHi {{1}}, the fund value of your ULIP policy {{2}} as of {{4}} is {{3}}. Detailed statement available on the portal.
BUTTONS- URL View statement → https://example.com/fund/{{1}}
Variables
These placeholders get substituted at send time. You fill them with values from your contact attributes, order data, or any integration field.
{{1}}Policyholder first name
e.g. Rohit
{{2}}Policy number
e.g. PL-UL-118822
{{3}}Current fund value with currency
e.g. ₹4,82,150
{{4}}As-of date
e.g. 31 March 2026
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