Britam Cash Trust

A Cash Trust is a trust fund that manages cash exclusively. These trusts ensure liquidity, accessibility, and availability of funds whenever needed for predefined purposes such as education, medical care, or general upkeep, as determined by the founder or settlor.

They protect cash assets and ensure financial provision for you and your loved ones during your lifetime and after, in case of death or incapacitation.

Need-Based Cash Trusts by Britam

• Education Trust Fund: Covers school fees, books, uniforms, trips, and other education-related expenses for the beneficiary.
• Medical Trust Fund: Pays medical bills and/or annual medical cover premiums.
• Family Care Trust Fund: Covers various family needs, such as education, medical expenses, upkeep, rent, utility bills, and transportation.
• Charitable Trust Fund: Provides funding for charitable causes that matter to you.
• Milestone Trust Fund: Supports children’s dreams upon achieving specific targets defined by you.
• Welfare Trust Fund: Designed for groups aiming to sustain each member’s beneficiaries by paying out funds in the event of a member’s death.