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;