U-Nominate

U-Nominate is a simple appointment of Rockwills Trustee Berhad as Trustee for trust insurance policy when a Policy Owner agrees to the appointment of Rockwills Trustee Berhad as trustee of his/her insurance policy(ies) pursuant to Paragraph 5 of Schedule 10 of the Financial Services Act 2013.

What are the benefits of U-Nominate?

  • Policy owner retains control of the policy;
  • Policy owner can make changes to the nominees;
  • Rockwills Trustee Berhad acts as the neutral trustee to consent to any changes in the policy; and
  • Proceeds from insurance monies may be used for minor beneficiaries’ (under 18 years old) maintenance, education and medical needs.

WHY CHOOSE ROCKWILLS TRUSTEE BERHAD?

  • Specialised knowledge of various issues pertaining to estate planning;
  • Expertise from many years of experience;
  • Continuity in administering the trust;
  • Dedication to manage and administer the trust;
  • Impartial to all the beneficiaries;
  • Trustworthy and accountable as a licensed trustee;
  • Professional
For more information about estate planning, please call us for FREE CONSULTATION at: Tel: 03-7877 9939 Email: alvinleow@rockwills.pro