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No. 1* In Unit Trust & Private Retirement Scheme

Trust Nomination



A Trust Nomination permits you to name your loved
ones as beneficiaries of your unit trust investments.


Public Mutual Trust Nomination Service is a declaration of Trust by a unitholder on his/her unit trust investments which is to be distributed to the named beneficiaries upon the unitholder's demise.

 

Benefits of Trust Nomination

  • With just a minimal fee, you can ensure your hard earned investments are passed on to your loved ones.
  • 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.
  • For minor beneficiary(ies), PB Trustee Services Berhad (PBTSB) will hold the money until the beneficiary(ies) attain the age of 18 years old and will make necessary advance payment for maintenance, medical and education expenses if the need arises.

 

Please contact us or your servicing unit trust consultant for more information.

 

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*In terms of total fund size managed amongst private unit trust companies and PRS providers in Malaysia.