Corporate Trustee Services
As an independent trustee, we hold assets in trust and ensure compliance until all conditions of a commercial transaction are met, ensuring security and compliance between all parties.
Fund Services for Collective Investment Schemes (CIS) - Unit Trust, Wholesale Fund, Digital Investment Management, Private Mandate and Private Equity Fund
- We act as the trustee/ custodian of funds and safeguard the interests of holders/ investors
Real Estate Investment Trust (REIT)
- We act as the trustee by holding and managing assets in safeguarding the interests of REIT investors
- We act as the focal point of contact between the REIT management company and the REIT investors
Interest Scheme
- We act as the trustee overseeing approved interest schemes, such as golf/ recreational clubs, investment schemes, memorial columbarium and memorial parks in safeguarding investors' interests who invest in any approved interest scheme and ensuring its compliance with the Interest Schemes Act 2016.
Employee Share Option Scheme (ESOS) /Share Grant Plan (SGP) /Long Term Incentive Plan (LTIP)
- We act as an independent trustee for employee share schemes, ensuring compliance with the Companies Act 2016 and Securities Commission Malaysia (SC) guidelines.
- Hold assets within a company's provident fund for the benefits of the employees
- Companies may set up their own Provident Fund for their employees (with the approval from Inland Revenue Board under Section 150, Income Tax Act). A Trustee is required to hold the assets in the Provident Fund for the benefits of the employees.
- Ensure compliance and proper fund administration within a company’s private retirement scheme for the benefits of the employees