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HK Collective Fund Trust 

HK Unitrust Fund

Pooled fund trust is a trust structure consisting of assets from multiple investors, which are pooled together to form a fund managed and operated by professional trustees. Unlike traditional fund structures, pooled fund trusts have more flexible investment strategies and higher levels of privacy and risk control. In Hong Kong, pooled fund trusts are widely used for family wealth management and institutional investments.

Flexibility

Accessibility

Professional Management

Tax Benifit

Tailored solutions

Privacy protection

CAP Trust Account
Fund Investors
LP1
Individual Trust Account
LP1
Individual Trust Account
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LP1
Individual Trust Account
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Capital Injection
Investment Projects
Investment Projects
Investment Projects
Fund Trust Planing
Invest
Invest
Invest

Services

1

Account Management

CAP Trust offer Trust account for clients with our fintech trust platform, custody relevant assets, and record information such as transactions, positions, and cash flows of the account.

2

Asset Custody

CAP Trust provied trustee services. Custody of the assets of the collective fund trust, including stocks, bonds, cash and more to ensure the security and integrity of the assets.

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3

Trade Settlement

Assist in securities trading, including buying, selling, and settlement, to ensure the smooth execution of transactions.

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4

Financial Management

Manage the accounts of collective fund trusts, including recording asset and income information, to provide transparency on assets and returns for investors.

 

5

Advisory Services

provide investment decision-making advice and portfolio management services for the fund.

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6

Other Services

Provide legal, tax, auditing, compliance and other services for the fund as needed.

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