U-Nominate

UNominate 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.

Please contact us for a FREE estate planning consultation