Brochure new.pdf

MS. VIKI

Deg. Acc (Hons),

018 2350205

MS. GEETHA

BA (hons)

018 2998546

J K L E G A L C Y S D N B H D

WHAT is UNIT TRUST ?

A portfolio that invest into

all investment instruments.

WHY invest in UNIT TRUST ?

Diversification

Liquidity.

Continuous Professional

Management

Access to broader array of

financial assets

Tax benefits ( tax exempted)

Affordability to all investors

Shariah compliance

A way to achieve capital

groeth over the medium to

long term ( Average return 6

%- 12 % P.A )

HOW TO INVEST ?

Lump sum investment

Regular saving Plan

EPF withdrawal

U N I T T R U S T

I N V E S T M E N T ( W E A L T H

G E N E R A T I O N )

FlexibilityChoose your own level of

protection and investment

Combination of investment, sav-

ing and protection Enjoy effortless

wealth accumulation.

All in one courageAccidental bene-

fit, Hospitalization income benefit,

Living assurance, critical illnesses ben-

efit and integrated better health card.

P R O T E C T I O N

B E P R O T E C T E D

L E A R N T H E F A C T S A N D M A K E A N

I N F O R M E D D E C I S I O N

W e a r e p r o f e s s i o n a l s i n :

WEALTH PROTECTION

WEALTH ACCUMULATION

WEALTH DISTRIBUTION

WEALTH CREATION

WEALTH SOLUTION

G R O W T H S A V E R

( Secure future with total financial free-

dom is everyones dream)

Plan early years for financial

goals.

Short-term financial commit-

ment

Enjoy, steady and consistent

annual cash bonus.

Maintain your standard of

living after retirement.

I S I T T I M E T O L E A V E T H E N E S T ?

G R O W T H 5 G

Life can be full of uncertainties, some good and

others a little less so. That is why Growth 5G is

specially designed to offer you 5 Guarantees to-

wards your financial security.

Guaranteed option to choose be-

tween 4 Premium Payment Term

(5,10,15 or 20 years)1

Guaranteed Cash Payments from

end of 10th policy year onwards

Guaranteed protection that ex-

tends beyond Premium Payment

Term

Guaranteed Additional Accidental

Death Coverage during Premium

Payment Term, prior to age 65

Guaranteed Maturity Benefit of

160% of Basic Sum Assured

P R I V A T E R E T I R E M E N T

S C H E M E ( P R S )

(Voluntary contribution scheme to

build up their retirement nest egg

over long term)

1. Tax relief of up to RM3,000

2. Youth incentive RM500

E D U C A S H

Graduation symbolizes fulfillment of

everyone's life.

Education is the best gift that ever parents could

give to their children.

Ensure the child's future education needs

are safely guarded.

Need Financial Guardian For Your Child?

Plan now for your children future

education

Create assets for higher education

fund

Secure Child Future