(English) Lesson 03: Eco System of Preference Share & Trust Investments

Training Duration : 2 Hours 40 Minutes

   Watch Promo

For Credit Card Payment, click Orange Enroll Button Above this Sales Page. 👆👆👆

For Online Bank In, click this link 👉 https://www.learnabee.com/p/bank

For FAQ, click this link 👉 https://www.learnabee.com/p/faq

Everything you need to know about Eco System of Preference Share & Trust Investments

👉 Click here to sign up (RM 49)

Payment inclusive of
  • Unlimited Replay
  • Unlimited Download of Presentation Slides & Notes
  • Certificate of Completion to manually claim your CPD/CPE points.


Payment does not include

  • Lesson 1: Overview of Preference Shares & Trust Investments
  • Lesson 2: Advantages& Disadvantages of Preference Share to Issuers and Investor
  • Lesson 4: Common Documents, Requirement & Guidelines (Issuer Perspective)
  • Lesson 5: Common Documents, Requirement & Guidelines (Authorities Perspective)
  • Lesson 6: How to Make Profit & Grow Money from Preference Shares & Trust Investments
  • Lesson 7: Real Life Case Study: High Return Low Risk Preference Share Investment in Gold
  • Lesson 8: Real Life Case Studies: Investment Directly in Preference Share Companies
  • Lesson 9: Real Life Case Studies: Investment in Preference Share Through Trust Companies

If you wish to get FULL WEBINAR SERIES (Lesson 1-9),


No Jam. No Parking.

Bee Happy. Learn Online.

Webinar Outline - Lesson 3: Eco System of Preference Share & Trust Investments

#01 Table Of Comparison: Return on Investment vs Investment Products

  • Savings Account
  • Bonds
  • Fixed Deposit
  • ASN
  • Preference Share or Trust Investment

#02 Who can issue Preference Share

  • Public Listed Company
  • Public Unlisted Company
  • Private companies

#03 Who – Public Company

  • SSM
  • Bursa
  • Security Commission
  • Court
  • Professionals
  • Sales Agent
  • Retail Investors
  • Sophisticated Investors

#04 Who can invest in Preference Share

  • Retail investors
  • Sophisticated investors

#05 How – Procedure of issuing Preference Share

  • Constitution
  • Statement in Lieu of Prospectus (SILOP)
  • Prospectus
  • Information Memorandum
  • Solvency Test
  • Solvency Statement

#06 Dividend regime

  • Section 131 (1) & (2) Companies Act 2016
  • Solvency test

#07 Step by Step Flowchart Solvency Test & Solvency Statement

  • Company intend to distribute dividend
  • Start
  • Perform Solvency Test
  • Is the company able to pay its debt as and when they become due immediately?
  • Is the company able to pay its debt within 12 months after the distributions are made?
  • Are the directors satisfied that the company meets the solvency test?
  • Directors sign solvency statement
  • Any dividend arrears for Cumulative Preference Shareholders?
  • Pay dividend arrears
  • Distribute dividend to the Preference Shareholder
  • Any profit surplus, to distribute?
  • Distribute dividend to the Ordinary Shareholders
  • End

#08 What are the documents needed - Unlisted & Listed Public Company

  • Constitution
  • SILOP
  • Prospectus
  • Information Memorandum
  • Company Secretary
  • Accountants' report
  • Allotment
  • Solvency Statement

#09 Statement in lieu of prospectus (SILOP)

  • Characteristic
  • Used when

#10 Prospectus

  • Characteristic
  • Used when

#11 Comparison between Prospectus vs SILOP

  • Meaning
  • Objective
  • Used when
  • Content

#12 Sophisticated Investors

  • Accredited investor
  • High net-worth entities
  • High net- worth individuals

#13 Information Memorandum - Content

  • Forward-looking statements
  • Risk Factors
  • Notice on Personal Data Protection
  • Confidentiality Clause
  • Shariah Adviser
  • Corporate Directory
  • Definitions
  • Executive Summary
  • Benefits of subscribing RPS
  • Salient terms of RPS
  • Business Overview
  • Information on the Company

#14 Relevant Acts

  • Companies Act 2016
  • Capital Market and Services Act 2007

#15 HOW- Private Company

  • Section 43 Companies Act 2016

#16 Work around S43 Companies Act 2016

  • Trustee Company

#17 Dividend regime - Private Company

  • Section 131(1) & (2) Companies Act 2016
  • Solvency test

#18 What are the documents needed – Private Company

  • Trust deed
  • Constitution
  • SILOP
  • Solvency Statement


#19 Relevant Acts

  • Companies Act 2016
  • Financial Services Act 2013
  • Trustee Act 1949 (Revised 1978)
  • Anti-Money Laundering, Anti-Terrorism Financing and Proceeds of Unlawful Activities Act 2001 (AMLA)
  • Trust Companies Act 1949


#20 2 Types of Preference Shares Investments

  • Directly to Preference Shares Issuer
  • Indirect through Trust Company


#21 Criteria to Sustain Preference Share Investment

  • High investment return
  • Low Redemption Rate
  • Continuously recruit new investors

#22 What Does This Investment Scheme Look Like to You ?



Summarize video



Answer to Quiz: #03



Discuss the Quiz answer



Google Form Survey



Your Instructor


-
-

Frequently Asked Questions


Language Available ?
ENGLISH Only
Venue & Access
100% Online Learning 24/7 Anytime, Anywhere
Supported Devices:
Desktop, laptop, smart devices & smart phones (iOS and Andriod supported).
Am I Allowed to Post Questions to Trainer After Live Webinar ?
Yes
How many times can I view the video replay ?
Unlimited Replay of Training Content
Are the Video & Training Materials downloadable ?
Only PDF training materials are downloadable. MP4 Video Replays are non-downloadable
Do You Issue Certificate of Completion ?
Yes, upon completion, you can download the Certificate of Completion
Will you update the training from time to time ?
This is not a guaranteed benefit when you sign up but we will try our best., You will receive UpToDate Training Content whenever the trainer feels necessary to do a follow up webinar.

Sign Up Now ... See you "inside" the paid area soon !

We highly encourage you to pay via credit card for instant access to the content.

However, you have the option to pay via online bank in method, Click Here for Instruction to Pay Through Bank


Hi, My name is EvannaMiss8. I am a One Leg Kick , Happy go Lucky Organiser & Producer of Webinars & Online Training for Professionals, Directors & Management


If you are still blur blur about this webinar, no worries ya ... you may contact me directly using any of the below methods

Email: [email protected]
Whatsapp: +6012 203 8046
Facebook: https://www.facebook.com/learnabeeOfficial/

Bee Happy, Learn Online ...

Important Note: If you want to download the Certificate of Completion at the end of this course, please make sure the FULL NAME you key in is 100% Accurate ya ...

Get started now!