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UNIT TRUST

INVESTMENT (WEALTH
GENERATION)

P R O T E C T I O N

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 )

We are professionals in:


W EALTH PROTEC TION
W EALTH AC CU MU LATION
W EALTH DIS TRIBUTION
W EALTH C REATION
W EALTH SOLU TION

JK LEGALCY SDN BHD


MS. GEETHA
BA (hons)
018 2998546

MS. VIKI
HOW TO INVEST ?

Lump sum investment

Regular saving Plan

EPF withdrawal

Deg. Acc (Hons),


018 2350205

BE PROTECTED
LEARN THE FACTS AND MAKE AN
INFORMED DECISION

FlexibilityChoose your own level of


protection and investment

Combination of investment, saving and protection Enjoy effortless


wealth accumulation.

All in one courageAccidental benefit, Hospitalization income benefit,


Living assurance, critical illnesses benefit and integrated better health card.

IS IT TIME TO LEAVE THE NEST?

GROWTH SAVER

GROWTH 5G

( Secure future with total financial freedom is everyones dream)

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 towards your financial security.

Plan early years for financial


goals.

Short-term financial commitment

Guaranteed option to choose between 4 Premium Payment Term


(5,10,15 or 20 years)1

Enjoy, steady and consistent


annual cash bonus.

Guaranteed Cash Payments from


end of 10th policy year onwards

Maintain your standard of


living after retirement.

Guaranteed protection that extends beyond Premium Payment


Term

Guaranteed Additional Accidental


Death Coverage during Premium
Payment Term, prior to age 65

PRIVATE RETIREMENT
SCHEME (PRS)
(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

Guaranteed Maturity Benefit of


160% of Basic Sum Assured

EDUCASH
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

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