Category Archives: Rockwills & Estate planning

From BHLB Trustee to CIMB Commerce Trustee

Sigh …. why must it be so complicated? Let me set the record straight, since I’m well aware of the history of Rockwills Corporation, having been associated with this estate planning business since 1996. Long ago, which was some 20 … Continue reading

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FSA2013: Consent or no consent?

This is a short excerpt from my blog post yesterday on the Financial Services Act 2013: “I am saying this because the policy owner have to understand when consent is needed from the new trustee and when consent is not … Continue reading

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An alarmist approach on the Financial Services Act 2013

Three months down the road, the situation hasn’t changed much. I was told me a few days ago that the life insurance companies in Malaysia are still taking it easy with regards to the Financial Services Act 2013 which had … Continue reading

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Elements of a valid Will

If you don’t already know, Downton Abbey is a critically acclaimed British period drama television series. This series, set in the Yorkshire country estate of fictional Downton Abbey, depicts the lives of an aristocratic family, the Crawleys and their servants … Continue reading

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Trustee for life insurance policies

I see that the Financial Services Act 2013 is starting to garnish comments from players in the financial services industry. This one below is from Rockwills Corporation, the leading company in estate planning. What Saw Leong Aun is stating in … Continue reading

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Merdeka open chess

Guess who I bumped into at this year’s Merdeka open team chess championship at the Cititel Midvalley over the weekend?

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Potential landmine in Financial Services Act 2013?

I’m just a lay person where insurance is concerned but I’d like to share here whatever little that I know about the newly introduced Financial Services Act 2013 vis-a-vis the insurance industry. If I am wrong, I am willing to … Continue reading

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Rockwills’ original UProtect brochure

Apart from estate administration services, two of Rockwills Trustee Berhad’s most popular products are the UDeclare and UProtect. Both are based on a person (the settlor) drawing up a Trust Deed. The UDeclare is simply a declaration to set up … Continue reading

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What every executor should know about his duties

The following is an advisory which I received quite some time ago from Rockwills Trustee Berhad. Just thought that it is best to share it around so that the general public, especially those individuals who are acting as executors and … Continue reading

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Legislation affecting financial planning

What are the legislation in Malaysia that will affect financial planners most or at the very least, should be good for them to know or be aware of? In my opinion, below are the few pertinent ones which I present … Continue reading

Posted in General, Insurance, Investment, Money matters, Mutual Fund, Rockwills & Estate planning, Unit Trust | Tagged , , , , , , , , , , , , | Leave a comment