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

Lesson 03 of Preference Share & Trust Investments Webinar Series. Training Duration : 2 Hours 40 Minutes

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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
  • 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
  • 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 ?

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