What is Trust Nomination Service?

Has it occurred to you that your unit trust investments could be passed on to your loved ones should something unthinkable happens to you?

Do you know that without the necessary preparations for the inevitable, your loved ones may be subjected to lengthy court procedures and a delay of two years before your assets are distributed?

In collaboration with CIMB Trustee Berhad, the Trust Nomination Service enables investors to nominate up to 4 important people in your life to be the beneficiaries of your unit trust investments by setting up the trust nomination account with a minimal one-time fee.


Product Features

The Trust Nomination Service allows you to nominate up to 4 important people in your life that you want to be the beneficiaries of your unit trust investments.


Benefits

Ø Peace of mind with the knowledge that your education plan savings will be passed to your intended beneficiaries
Ø Hassle free by ensuring that fast payment is made without delay
Ø Protect your investments by naming your choice of beneficiary and prevent it from going to the wrong hands
Ø Cost effective as no other legal costs are needed


Fee

Contact Us

Please contact your servicing agent or Customer Care Centre at 03–7718 3000 for more information. 

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