What Is A Trust and Why It Matters?
Trusts, a type of estate planning tool, have long been used by the ultra rich to protect their assets, keep wealth within the family and better pass on fortunes to future generations.
For regular people, trusts have generally been out of reach because of the high cost to set up, as well as a large minimum sum to maintain the vehicle.
Why Choose Metis SG?
Low contributions
Unlike traditional trusts, which typically require millions of dollars to get started due to their bespoke nature, regular contributions for Metis SG trust plans can start from as low as SG$500 per month
No Additional Setup Fee
While traditional trusts generally requires a separate amount (a few thousands of dollars) to be paid upfront as set up fees, Metis Trusts have no such requirements
Grow Investment
Allows you to invest your contributions into mutual funds of your choice, potentially growing your assets over time and build wealth within the protection of a trust
Have you thought about estate distribution?
Did you know that CPF and insurance payouts to beneficiaries are distributed in one lump sum?
Do you think your beneficiaries can manage large sums of money distributed to them?
Do you know that there are solutions where your beneficiaries can receive distributions regularly throughout their lifetime?
Metis SG Trust Plans
CitrinePRO
Designed for individuals who want to set aside a lump sum of money under the protection of a Trust while maintaining control over their investment decisions on investment opportunities so they can continuously grow its value through investment returns and benefit their beneficiaries in the long run.
Getting Started
Any non-US person from age 18 to 75 years old can start this trust plan
Single contribution starting from a minimum of SG$30,000 with flexible withdrawal
SapphirePRO
Designed for individuals who want to build wealth over time by regularly saving small amounts of money, while retaining their investment decisions on investment opportunities and enjoying the advantages and protections offered by a Trust structure.
Getting Started
Any non-US person from age 18 to 75 years old can start this trust plan
Minimum contribution starts from as low as SG$500 a month, with flexible contribution frequencies available
Contribution period ranges from 5 - 30 years with withdrawal flexibility
Immortalize X Metis SG Collab Details
RECEIVE A SG$300 e-CapitaVoucher
when you participate in the Will of Fortune by Immortalize (WOFI) Championship and successfully set up a Metis Trust Plan!
Legacy planning is crucial, yet often overlooked. Through Will of Fortune by Immortalize (WOFI) — an immersive strategy card game that transforms legacy planning into an engaging and educational experience — we aim to break down the social barriers surrounding this important topic.
To encourage you to take that first step toward understanding legacy planning and completing your own plan, Metis SG — a proud supporter of the WOFI Championships, a competition designed to raise awareness about legacy planning — is partnering with Immortalize. As part of this collaboration, every WOFI Championship participant who establishes a Metis Trust Plan — an affordable and accessible trust solution — will receive a SG$300 e-CapitaVoucher.
Legacy planning is more than just protecting assets; it’s about securing the future for yourself and the people you love. Sign up today to gain a deeper understanding of legacy planning through play, and take the proactive step of setting up your Metis Trust Plan.
Watch & learn how to play WOFI: | Learn how Metis Trust Plans can help with optimizing CPF and your legacy plans |
Click to join the free seminar:  |
This offer is available to WOFI Championship participants. To qualify for the SG$300 e-CapitaVoucher, submit your Metis Trust Plan application by November 30, 2024 and get it issued by December 31, 2024.
Terms & Conditions for the $300 e-CapitaVoucher Offer:
The email address that you use to setup up the Metis Trust plan has to be the same as the email address that you use to register for WOFI Championship
No limit to the number of Metis Trust Plan a participant can set up.
The e-CapitaVoucher is non-transferable, non-exchangeable, and cannot be redeemed for cash.
The e-CapitaVoucher cannot be combined with any other promotions, discounts, or offers.
Immortalize and Metis SG are not responsible for any lost, delayed, or undeliverable emails.
Immortalize and Metis SG reserve the right to amend these terms and conditions or cancel this offer at any time without prior notice.
Join the WOFI Championship for a chance to win SG$2,888 and be crowned the Legacy Grandmaster!
Gather your family and friends for a day filled with absolute fun, exciting games, and unforgettable memories!
Metis Global (Singapore) Pte. Limited is a provider on Immortalize Marketplace and is a main supporter of WOFI Championship.