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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