Home | Training & Development | Published Articles
 
      

CTLA Fin Planners
(fee-based advisory)
+ CTLA Financial Planners
+ CTLA Financial Concepts
+ Vision & Mission
+ Marketing Philosophy
+ Management
+ Shareholders' Opportunities
+ Contact Us
What Is Financial Planning?
+ The Six Step Process
+ The Seven Principles
+ Child Education Planning
+ Retirement Planning
+ Estate Planning (Wills & Trusts)
+ CFP Mentoring Program
High-Impact Training Programs for Unit Trust Consultants, Financial Planners and Advisors marketing unit trusts.
1. For Financial Planners and Advisors
+ Managing Your Unit Trust Portfolio Well At All Times
2. For Unit Trust Consultants and Insurance Agents
+ Marketing & You - Do It Right To Be A Winner
3. For the Public and Investors
+ Power Concepts - For Investing Wisely


Who are we?

OSK Trustees Berhad, a trust corporation registered under the Trust Companies Act 1949 and member of the Association of Trust Companies Malaysia

One of the missions of OSK Trustees Berhad is to provide affordable professional private trustee services, that can fulfill each client’s needs especially from the financial and estate planning aspects as well as at the client’s greatest convenience.



What do we do?

OSK Trustees Berhad undertakes all types of trustee business including:
  • Private Trustee services, which usually cater to personal or family needs of individual clients.
  • Corporate Trustee services, either required by legislation to protect the interests of the members of the public who participate in various schemes of a commercial nature or otherwise.

We see ourselves as a one stop Wealth Protection & Wealth Distribution solutions centre. In other words, we provide a full range of products and services which meet both the client’s Wealth Distribution/Estate Planning needs and Wealth Protection needs such as Private Purpose Trust and other types of living trusts. All our expertise lies with our in-house staff and lawyers. We do not outsource any of the services to third parties, thereby ensuring confidentiality and accountability. Our principal Private Trustee services include:

  • Will Writing
  • Custodian of Wills
  • Executor of Wills
  • Administrator of Estates
  • Attorney/Agent for Executor/Administrator/Trustee
  • Trustee of Testamentary Trusts
  • Trustee of Charitable Trusts
  • Trustee of Private Purpose Trusts whether discretionary or fixed including for maintenance, education, etc
  • Trustee of Insurance Trusts
  • Trustee of Investment Trusts

CTLA is our registered partner and is permitted to promote and market our products and services. Shall you need further assistance, please do not hesitate to contact our trained consultants at CTLA at 03 – 7806 1422.

"Delivering Values to Our Clients"


CTLA Fin Concepts
(a marketing division)
Unit Trusts
+  APEX
+  TA INVEST
+  OSK-UOB
+  ING FUNDS
+  PRUDENTIAL
+  AMMUTUAL
+  RHB
+  HLG
Investment in Unit Trusts
+   Invest in the Plan, Not Products
+   Managing your unit trust portfolio well at all times
Wills & Trusts
+  OSK Wills
CTL Business Solutions Sdn Bhd
+   The CTL Workbook to teach you how to market unit trusts effectively
+   Reviews
+   Order a copy
Career Opportunities
+ 7 Good Reasons to be in financial services
+ 5 Good Reasons to be associated with CTLA
Training Programs
"The Making of the Good Consultant"
- by
Mike Lee