People have worked hard to build up and accumulated their wealth for their family and future generations. Now they would like to preserve their wealth and to be able to make sure that their wealth gets passed to the right people at the time they want.
We are here to help manage, protect and transfer your wealth to future generations by helping you to set up your Private Trust and giving you greater peace of mind.
A Family Trust or Private Trust is a legal concept whereby an individual (the settlor) transfers legal ownership to assets to the trustees who then manage and hold these assets for the benefit of others (beneficiaries). The beneficiaries may include yourself, your family, your issues, as well as other individuals, companies, charities or foundations. It is a versatile estate planning tool to protect and manage your wealth for the interest of your loved ones, both during and after your lifetime. There are many uncertainties in life. But you have the power to protect your assets and the interest of yourself and your loved ones. Your wealth will be well preserved and your legacy with last for many generations.
To know more about Family Trust, please fill in your particular.
These explanation are for illustration purposes only and the information included is neither comprehensive nor exhaustive. You need to refer to the Product Disclosure Sheet (PDS) and the Sales Illustration (SI) for further details. Both PDS and SI could be obtained from Your servicing advisers.
The Cost of Insurance payable for the Renewal is not guaranteed and subject to review in future. The adjustment in Cost of Insurance, if any, will aim to reflect the insurer claim experience, cost of medical treatment, medical inflation and advancement in medical technology. This list is not exhaustive and the Cost of Insurance rates may also be revised under other justified circumstances. Such changes, if any, shall be applicable to all Policy Owners irrespective of their policy duration and claim experience. The insurer have the right to revise the rates, benefits, terms and conditions and You will be informed in writing of the revision at least three (3) months before Policy Anniversary.
You should satisfy Yourself that this plan would best serve Your needs, and that investing in this Policy is an easy and affordable way to Your financial well-being. A free look period of fifteen (15) days or such longer period as may be specified by Bank Negara Malaysia, will be given from the date of receipt of the Policy by You to review its suitability and should You choose to return the Policy within the period, the amount to be refunded shall follow the terms and conditions in the Policy Contract.
Following the effective implementation of Goods and Services Tax (GST) on 1 April 2015, the insurer will charge the relevant GST amount at 6% or at the prevailing rate on the applicable portion of your insurance premium/fee/charges for the applicable period of insurance coverage from the GST effective date onwards in accordance to the statutory requirement of GST.
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