The Settlor is the only Beneficiary in his/her lifetime.
It is backed by a Trust Deed which outlines his instructions among others.
It is revocable in the lifetime of the Settlor.
You can decide in the Trust who handles your affairs when you are unable to do so.
You stay in control throughout your lifetime.
Only applies to properties effectively transferred.
Competitive returns on investment (ROI)
Safe custody and Management of Fund.
Provides you with privacy from third parties.
It is not subject to probate process.
Assets are managed with flexibility.
Tax efficiency.
Securing financial safety for Beneficiaries on demise of the Settlor.
Privacy and Confidentiality is provided by the Trustee.
Third parties will be precluded from gaining access to the Fund except otherwise instructed by the Settlor.
The plan is backed by a Trust Deed at no fee.
Beneficiary can access in his lifetime up to 75% of his funds per time while plan is ongoing.
Sign on fee will be charged.
Default in subscription does not attract penalty.
Management fee will be charged on a quarterly basis.
Access to personalized Relationship Manager.
Beneficiary can in his lifetime withdraw up to 60% of his funds per time.
Sign on fee will be charged
The Plan is backed by a Trust Deed at a fee.
Default in subscription does not attract penalty.
Management fee will be charged on a quarterly basis
The plan is backed by a Trust Deed at no fee.
Beneficiary can access in his lifetime up to 75% of his funds per time while plan is ongoing.
Sign on fee will be charged.
Default in subscription does not attract penalty.
Management fee will be charged on a quarterly basis.
Access to personalized Relationship Manager.
Beneficiary can in his lifetime withdraw up to 60% of his funds per time.
Sign on fee will be charged.
The Plan is backed by a Trust Deed at a fee.
Default in subscription does not attract penalty.
Management fee will be charged on a quarterly basis.
