RTL SELF TRUST

This is a “Living Trust” arrangement in which the Settlor is the only Beneficiary is the only Beneficiary in his/her lifetime and other Beneficiary rights are activated on the settlor’s demise.

General Features

  • 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

General Benefits

  • 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.

RTL Self Trust has two categories of plan from which a Client may choose to exercise their trust goals.

RTL Self Trust Smart Freedom

Features and Benefits.

  • 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.

RTL Self Trust Sprint Freedom

Features and Benefits

  • 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

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