Tag 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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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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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

The dangers of do-it-yourself wills

This is a Forbes story about several public figures’ estate planning that had gone wrong. Many of the names mentioned in this story are very familiar to us and it goes to show that even celebrities like them cannot escape … Continue reading

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Willing away your shares with Bursa Malaysia

Recently, there was an opinion piece in The Star newspaper from a disgruntled person regarding Bursa Malaysia. Terming himself as an “Angry Senior Citizen”, he was questioning whether Bursa Malaysia had a rule which would prevent anyone from bequeathing his … Continue reading

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Federer serves up big bonus for Oxfam

One of the biggest beneficiaries of Federer’s success at Wimbledon was Oxfam, a global confederation of 17 organisations in 92 dedicated to building a future free from the injustice of poverty. Continue reading

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