Tag Archives: trust

Trust companies related to Unit Trust schemes

This is a list of 14 registered Trust companies in Malaysia which are related to Unit Trust schemes, that is, offering Trust services to Unit Trust companies, as provided by the Securities Commission. This list is effective as at 31 … Continue reading

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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

Posted in Resume Writing, Rockwills & Estate planning, Rockwills & Inheritance | Tagged , , , , , , , , , , , , , , | Leave a comment

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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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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When you die owing money…

I haven’t read a clearer story than this one from The Times. It’s so clear that I feel the need to share it with everyone I come across. The gist of the story is that your debts are never written … Continue reading

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Malaysian insurance laws under sections 166 and 167

Well, I learnt something useful today. I’m not an insurance person, so I’ve always found it very confusing when trying to deal with the types of nominations under the important sections 166 and 167 of the Malaysian Insurance Act 1996. … Continue reading

Posted in Insurance, Rockwills & Estate planning, Rockwills & Inheritance | Tagged , , , , , , , , , | 2 Comments

A cornerstone of estate planning

Making a will is a cornerstone of estate planning. If approached properly, it can be a golden opportunity to plan more than just who will get your stuff after you die. Even the simplest wills can offer invaluable peace of … Continue reading

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