Deposit funds
Auditor
Responsible for the accounting and the check computation of capital accounts
Provide professional and responsible investment advice
Compile trust deeds and review relevant clauses
KPMG, Deler
One Heritage Assets
One Heritage Wealth
Campbells, AFA
Insurance Company Products
Sky Conrad Insurance Trust Plan
Trust Investment Subject
Beneficiary
Bank of Trustees
DBS Bank
Trust Administration
Insurance Administration
Legal counsel
Investment Advisor
Trust Maker
Trust Company
(Insured)
(Insurant)
Premium
Insurance Fund
According to the client's wishes
willing to manage wealth
example
Annual payment of $100,000 for 5 years
Total payment of 500,000
they bring us
2,031,395,146
Annual payment of $100,000
(Official Proposal - No Withdrawal)
Basic Plan - Summary of Instructions
Long-term profligacy protection
Debt risk isolation
Professional property preservation
Flexible asset allocation
Stability and appreciation of assets
Professional wealth inheritance
Tax benefit planning
High privacy and confidentiality