Conventionally, a trust is a tool designated for estate planning.

For instance, if I wish to bequeath to my son an inheritance of RM 1 million and I prefer him to receive this sum in annual instalments over one lump sum, I will set up a trust fund.

But lately, I find that trust is increasingly being associated as an investment that could offer high returns and much less as an estate planning tool. While yes, it’s possible to instruct my trustee to invest my RM 1 million in the trust fund. Technically, it should involve professional fund managers. Like other investments, you will expect them to carry risks and are not capital-guaranteed. The returns are subjected to the performances of these investments.

My friend, Evanna Low, has done the research, due diligence and fact-finding on these recent cash trust products. So I invited her to share her findings on those trust products that offer unusually high returns.

Content:

  • Where can you find the reliable data e.g. SSM & eKehakiman
  • Real Life example: 15% V Trust Investment Product
  • Court Cases where investors lost money
  • List of high return trust products in the market now
  • How to protect yourself as investors or financial planners

Full Replay on Facebook: English Version

Full Replay on Facebook: Chinese Version

Video 1: Introduction


KCLau
KCLau

Financial educator, author and trainer

    9 replies to "High Return Cash Trust Products: Ponzi Or Legit? (Based on Real Life Case Study & SSM Statutory Records Analysis)"

    • Chuah Tze Leng 

      I attended the Cash Trust webinar this morning (25/05/2022) co-host by Evanna Low. Please email the slides to me. TQ

      • KCLau 

        The slide is not shared.
        You can watch the replay for the webinar you mentioned here:
        https://www.facebook.com/100044152553903/videos/1094903074705099

        • Seam 

          I believe there was an English session for this. Mind to share the English session link?

          Thank you.

          • KCLau 

            Hi Seam, this is in fact the English version

        • Kris 

          I’ve gone through the video, it’s in Chinese – is there English option?

    • Stephen ng 

      Very insightful n educational.

    • Peng Yeow Loh 

      This is probably the best webinar I attended in the last 3 years on investment. Thanks!

      • KCLau 

        Thanks for checking this out.

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