Accessible and Affordable Trust Plans
We bring Trusts to retail investors by providing plans that are readily accessible and affordable, so that more people can benefit from the protection that a discretionary Trust gives them.
Plan your financial journey, while protecting and growing your assets with our Trust plans.
Which Plan Is Suitable For You?
SapphirePRO
SapphirePRO is a regular contribution Trust plan, with contribution commitment terms between 5 years and 30 years, and a regular contribution amount starting from as low as SGD 500 a month. This plan also offers flexible contribution frequencies and a range of investment options.
CitrinePRO
CitrinePRO is a single contribution Trust plan with a minimum contribution amount of SGD 30,000. The plan contribution allows for a range of investment options to accommodate a wide spectrum of investment risk appetite.
| Key Features | |
|
|---|---|---|
| Applicants | Up to 2 Settlors | Up to 2 Settlors |
| Withdrawal Flexibility | Anytime | Anytime |
| Investment Options | More than 200 Funds | More than 200 Funds |
| Fees and Charges for Switching Across Fund/Asset |
Waived | Waived |
| Assignment of Insurance Policies |
Up to 3 Policies | Up to 3 Policies |
| Benefits | Extra Allocation Plan Fee Refund Loyalty Bonus |
Loyalty Benefit |
| Learn More About SapphirePRO |
Learn More About CitrinePRO |
*Above illustration is subject to terms and conditions