TRUST NOMINATION SERVICE
Public Mutual Unit Trust Cnnsultant
Asset Management, Unit Trust, Financial Planning
How does Public Mutual Trust Nomination work?
Public Mutual Trust Nomination Service is a declaration of Trust by a Unitholder/Settlor on his/her unit trust investments which is to be distributed to the named beneficiaries upon the Unitholder/Settlor's demise. The Unitholder/Settlor declares himself/herself as Main Trustee for the beneficiaries and upon his/her demise, PB Trustee Services Berhad (PBTSB) assumes the role of Substitute Trustee to carry out the distribution instruction of the Trust Fund.
Benefits Of Trust Nomination
- Minimum legal formalities and fast distribution of your investments to the beneficiaries without having to go through the lengthy process of Probate or Letter of Administration.
- You can name up to 5 beneficiaries for your unit trust investments.
- Ensure your hard earned investments are passed on to your loved ones.
How do I make a nomination?
Submit completed Trust Nomination Service Application Form with photocopies of Unitholder/Settlor's NRIC and beneficiary's NRIC/Birth Certificate together with the bank-in-slip for payment into PB Trustee Services Berhad's PBB Account No. 3090-33-6027.
Trust Nomination set up fees RM80.00 (per Trust Nomination) + Stamp Duty RM10.00 (payable to PB Trustee Services Berhad). Hence, the total is RM90.00.
About PB Trustee Services Berhad
PB Trustee Services Berhad (PBTSB) is registered as a Trust Company and incorporated on 24 August 1968. It is a member of the Public Bank Group and provides a wide range of Trust Services for Corporate as well as Retail clients. PBTSB is fully committed to providing professional and competent Trustee services to all its Clients.
Please contact us for more information
For further information, please contact me @ 012-2423349
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